Established 2001

Bellview Associates

Full-service professional firm since 2001.

Bellview Associates was formed in 2001 to offer high quality corporate financial advisory services to selected clients, with particular emphasis on employee benefits advisory work, including cost-effective funding strategies for employee benefit programs.  The overriding objective of the firm is to provide independent, expert advice and transaction implementation in selected situations where we can add meaningful value for our clients.

During their more than 40 years of combined experience at major investment banking firms, the principals at Bellview Associates have provided financial advisory services and implemented transactions for clients ranging from Fortune 100 companies to entrepreneurs and family groups.  Assignments have included a wide range of corporate finance transactions and advisory engagements involving: (i) various structures for leveraged ESOPs, GSOPs and other benefit funding vehicles; (ii) all manner of securities structures and transactions in both the public and private markets; and (iii) strategic transactions including acquisitions, divestitures, spin-offs and joint ventures across a variety of industries.




35 Eastward Lane
Ellsworth, Maine 04605
(207) 664-0838 • (207) 664-0440

509 W 110th Street
New York, New York 10025


Susan Scherbel: susan@bellviewassociates.com

Steven Jackson: steve@bellviewassociates.com

Bill Haskell: bill@bellviewassociates.com

Richard Mendelson: rich@bellviewassociates.com

Paul Averitt: paul@bellviewassociates.com

Bellview Associates have structured more than 40 ESOP transactions throughout the United States, and created nearly 3000 employee-owners.

Industries Served:

  • Mechanical Service/ Contracting

  • Construction

  • Landscaping

  • Medical Practice

  • Architecture

  • Marketing

  • Software

  • Consulting

  • Renewable Energy

  • Insurance

  • Consulting

  • Marine

  • Consumer Goods

  • Retail

NCEO Member

NCEO Member

Contact Bellview Associates

Use the form below to contact us regarding your enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.


Name *
Please do not include confidential or sensitive information in your message. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client.