Bringing Wall Street to Main Street
Our History & Mission
Susan Scherbel founded Bellview Associates in 2001 with a mission to create personalized ESOP solutions. Bellview Associates preserves an organization’s legacy by positioning it for lasting success following an ownership restructuring. Our advisors bring a uniquely valuable perspective – backed by more than forty years of corporate financial advisory and tax law — tailored to the needs of your specific ESOP transaction.
As a 100% employee-owned organization, Bellview Associates sees the value of a thoughtfully-structured ESOP transaction firsthand. Bellview Associates has grown to be a leader among ESOP advisory firms, assisting organizations of all sizes nationwide. Every one of our partnerships is unique, as are the transactions we create.
Our guiding purpose is to help you maximize the value of your ESOP without compromising your organization’s legacy.
Leadership and Advisors
Susan is the founder and CEO at Bellview Associates. She is considered one of the nation’s leading authorities on leveraged ESOP transactions and brings over thirty years of expertise in innovative benefit funding strategies and corporate tax law from previous roles. Susan is an attorney and has an LLM, Taxation or Masters in Tax Law and drafted ESOP legislation while serving as Advisor to Assistant Secretary of the Treasury. Her clients include Merrill Lynch, General Motors, Procter & Gamble, Occidental Petroleum, and Tribune Company, as well as many private companies throughout the US.
Thomas joined Bellview Associates as COO in 2024. Prior to Bellview, Thomas was an AVP at a publicly-traded investment fund called Prospect Capital, where he focused on lower middle market private debt and equity transactions in a variety of industries. Prior to Prospect, Thomas worked as a senior associate in special situations private debt and equity firm at Sandton Capital Partners and as an investment banking analyst at Bank of America Merrill Lynch. Thomas holds a BA in Financial Economics and History from Columbia University where he graduated magna cum laude and with departmental honors.
Richard Mendelson joined Bellview Associates in 2016 following his experience as an investment associate at Bridgewater Associates. Before his time at Bridgewater Associates, he co-founded Brookfield Ventures, a financial services startup that delivers high-speed market data. He works closely with Susan and Carol to provide the best ESOP transactions to partners across the United States.
Contact Us
Send us a message:
inquiries@bellviewassociates.com