Bellview Associates

Grid Insight

About

Bellview Associates is an independent investment bank that advises companies on Employee Stock Ownership Plans (ESOPs). Susan Scherbel founded the firm in 2001 to create personalized ESOP solutions. It structures ESOP transactions for partner buyouts, owner exits, acquisitions, and restructurings,...

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MassCEO Technical Assistance Stipend Program
By Massachusetts Center for Employee Ownership (MassCEO)
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Services Offered

Transition: ESOP
Financial Modeling
Finance: Employee Benefits
Investment Banking, Deal Structuring
Capital Provider: Mergers & Acquisitions (M&A)

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Oct 2026

Zolid AI

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About

Why employee ownership

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