Founded in 2008, Wheelock Partners LLC is an independent, FINRA-registered investment bank that provides specialized financial advisory services. The firm focuses on serving lower middle-market companies, offering expertise in Mergers & Acquisitions (M&A), capital raising, and strategic advisory. They cater to a diverse range of industries, with a particular emphasis on Technology & Services, Industrial Tech, and Healthcare sectors, guiding clients through complex transactions to achieve their strategic and financial objectives.

Founded in

United States