About Us

Wellvest Capital has the essential skills and proven track record needed to create value for growing health and wellness companies.

The firm’s experience in the sector is deep and provides clients with unique perspectives on growth, financial and liquidity options. Combined, these attributes are the foundation of our value proposition: Wellvest Capital brings the best of strategic thinking, industry-specific domain expertise, direct operating and entrepreneurial experience, transaction execution excellence and a vibrant network of investors, advisors and strategic partners to every engagement. 

 

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Capital Raise

Wellvest is your corporate finance partner, raising and structuring the capital necessary to allow you to focus on what matters most: running and growing your business.

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Mergers and Acquisitions

Lean on Wellvest's extensive industry experience and vast network to structure and negotiate a deal that meets all your objectives.

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Investment

Get more than just a check from your investment partner. Wellvest is a trusted partner and company advocate offering expert guidance and extensive industry relationships at all stages of the business lifecycle.

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Strategic Advisory

Strategy is a fundamental element to our process. Wellvest's approach is thoughtful and rooted in hands-on operational and financial experience.

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OUR FOCUS:
THE HEALTH AND WELLNESS SPACE

The healthy living industry started as a fringe movement some 30+ years ago. Today it is a $1 trillion mainstream industry growing at a rapid pace. Consumers, healthcare practitioners and governments are quickly realizing that adopting healthier lifestyles leads to a higher quality of life and is essential for reducing skyrocketing healthcare costs.

The healthy living industry can change the present paradigm, where 75% of the US healthcare dollar is spent on chronic diseases that are preventable. This backdrop presents tremendous opportunity for entrepreneurs, investors and established players.

Transformative Transactions

Innovative companies in the healthy living space have transformed the way we think about nutrition, healthcare and aging. Wellvest's principals have been directly involved with many of these companies as a strategic/financial advisor and/or investor either through Wellvest or previous firms. A selection of these companies follows:

Capital Raise

Private Placement

Organic To Go
Akva USA, Inc
Instruction Set, Inc           
Summit Services Group

PIPE

Martek BioSciences        
Organic To Go

Follow-on Public Offering

Martek BioSciences        
SunOpta Inc.
Herbalife Ltd.                   
Gaiam

Investments

Bar Harbor Foods*
Wild Planet Foods*
EcoFish*
Advanced Bio Nutrition*
Food Collective*
Natural Pasta Company*

Mergers and Acquisitions

Reservage Nutrition - Twin Lab      
Bar Harbor Foods - Sea Watch International
Martek BioSciences - Amerifit Brands          
Garden of Life - Atrium Innovations
Zone Perfect Nutrition - Abbot Laboratories
EAS Inc - Abbot Laboratories
Adam's Bakery - Vermont Bread Company
NEXT Proteins/Detour - Emigrant Capital
Metagenics Inc - Alticor             
Martek BioSciences - OmegaTech

 

Strategic Advisory

Reserveage Nutrition         
Plantiva
Delivra                                   
Reliv, Inc
USANA Health Sciences                 
Green Mountain Coffee
Sigma Alimentos       
Kettle Cuisine, Inc
Zone Perfect Nutrition
Great Bay AquaFarms, Inc

 

*Sea Change Fund

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Core Wellvest team

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David Thibodeau

Managing Director
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Rob Rafferty

Principal
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Len Monheit

Strategic Principal
 
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Edward Hauck

Strategic Principal
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Ryan Mateyko

Senior Associate
 

Contact Us

Whether you want to ask for our advice, pitch an idea to the team, submit a business plan, or simply get on the Wellvest radar screen, send us a message and start the conversation.

Headquarters

75 Federal St. Suite 2005
Boston MA, 02110

David Thibodeau

Managing Director
617-801-3100

Rob Rafferty

Principal
617-801-3102

 

LEN MONHEIT

Strategic Principal
303-746-9555

Edward Hauck

Strategic Principal
301-529-5022

Ryan Mateyko

Senior Associate
617-801-3101