Bollinger/Wells

Bollinger/Wells

Founded in 1979 and originally headquartered in New York City, Bollinger/Wells was built to serve a specific founder: the entrepreneur who started a manufacturing or service business from scratch. The firm’s base later shifted to Coral Gables, Florida, but its mission remained constant — representing business owners as sellers in mergers, acquisitions, and recapitalization transactions. Bollinger/Wells operates exclusively on the sell-side for private, middle-market companies. Its deal sheet crosses broad industrial and service sectors, from precision manufacturing and floor-covering distribution to jewelry retail and consumer-packaged goods. Known counterparties in completed transactions include Sunglass Hut of America, Mayor’s Jewelers, DiscountMugs.com (BEL USA), and the publishing house Taylor Publishing. The firm handles strategic sales to corporate buyers as well as leveraged and management buy-outs for private equity sponsors, working with acquirers based both domestically and abroad. The firm is run lean, with public contact pointing to Alan Wells. Specific team size is not disclosed. The firm’s website references a thirty-seven-year track record and maintains a New York phone presence alongside its Florida headquarters. No adjacent investment vehicles — credit, private equity, or real estate arms — are disclosed, reinforcing its posture as a pure advisory shop rather than a principal investor. Bollinger/Wells is structurally distinct from the allocators that dominate family-office databases: it is an investment bank that functions entirely as an outsourced corporate-finance arm for founder-owners. It does not manage a balance sheet, take equity positions, or raise committed funds. That posture — pure transaction counsel for one-off owner exits — is its differentiator, placing it closer to a specialized M&A boutique than to any family office or fund manager.