T. Nathanael “Nate” Shepherd

Nate is a Co-Founder of TSG Equity Partners LLC, and current Managing Director of Bellmark Partners LLC - a boutique investment banking company serving the lower and middle markets. At Bellmark, Nate provides M&A and advisory services to the firm’s clients, and oversees BellMark’s private equity investment initiatives. At TSG, Nate invested in and actively served niche manufacturing, added value distribution, applied technology, and branded product and service businesses. Representative companies include branded gift giving marketer Vermont Teddy Bear Company, Inc. (PIPE), technology resource provider Andover.Net (IPO), and niche metal processing and coating company Katahdin Industries (LBO).

Prior to TSG, Nate served as Director of Development of Perkins, a multi-service residential organization, and as Associate Director of PCS, a business development consulting agency.

Select Highlights

  • BellMark Partners LLC, Managing Director
  • TSG Equity Partners LLC, Co-Founder
    • Representative investment activity
      • Andover.net, Inc.
      • Katahdin Industries, Inc.
      • Landmark, Inc.
      • Vermont Teddy Bear Co., Inc.
    • Transaction types
      • Growth capital, LBO, PIPE
      • Acquisition, divesture, going-private
      • Strategic sale, institutional sale, IPO
  • Perkins, Director of Development
  • PCS, Associate Director
  • Clark University, MBA
  • Clark University’s Graduate School of Management, Advisory Council
  • Community involvement: Director, numerous operating and grant making not-for-profit organizations

Select Added Value

  • Investment and corporate oversight
  • Mergers and acquisitions expertise
  • Access to capital markets
  • Business development and growth strategy
  • General operating support