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Blue Bear Financial, LLC

EST. AUM
$147,365,028

CONTACTS
1

CLIENT ACCOUNTS
554

Firm Details

Metro area Charleston, SC
CRD Number 331226
Website bluebearfinancial.com
Client types

Overview

Blue Bear Financial is an independent investment banking and advisory firm that provides strategic financial solutions to growth-oriented companies and investors. The firm specializes in capital raising, mergers and acquisitions advisory, and strategic planning, supporting clients across multiple stages of their business lifecycle. Blue Bear Financial works closely with management teams and owners to deliver tailored advice, execution support, and access to capital, with a focus on long-term value creation and transaction outcomes aligned with client objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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