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Building successful long-term relationships

Wellvest was founded on the simple, yet elusive, concept that putting the best interest of the client before anything else will led to the best outcomes in the long term. To us its not about the number of transactions, but the the quality and depth of our relationships that drive success. Over the years Wellvest has established many long-standing relationships in the health and wellness industry.

The following are some of the transactions Wellvest principals have been involved in either at Wellvest or previous firms.

Capital Raise

Capital Raise

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received investment from

Undisclosed Investor

Capital Raise

Undisclosed Supplement Company

received investment from

Undisclosed Private Equity Investor

Capital Raise

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received investment from

Undisclosed Investors

Capital Raise

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has invested in

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Capital Raise

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follow on public offering

Capital Raise

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follow on public offering

Capital Raise

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follow on public offering

Capital Raise

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Has invested in

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Capital Raise

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follow on public offering

Capital Raise

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follow on public offering

Investments

investment

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investment

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investment

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investment

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BAR HARBOR FOODS

investment

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investment

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investment

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Food Collective

investment

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Mergers and Acquisitions

Sellside Advisor

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acquired by

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Sellside Advisor

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acquired by

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Sellside Advisor

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acquired by

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Sellside Advisor

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acquired by

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Sellside Advisor

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acquired by

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Sellside Advisor

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acquired by

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Sellside Advisor

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acquired by

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Sellside Advisor

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acquired by

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sellside Advisor

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acquired by

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Buyside Advisor

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acquired

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Buyside Advisor

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merged with

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Buyside Advisor

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acquired

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Strategic Advisory

Strategic Advisory

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Strategic Advisory

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Strategic Advisory

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Strategic Advisory

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Strategic Advisory

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Strategic Advisory

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Strategic Advisory

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Strategic Advisory

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Strategic Advisory

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