Credentials

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

Credentials

received investment from

cdpq

Capital Raise

Undisclosed Supplement Company

received investment from

Undisclosed Private Equity Investor

Capital Raise

Credentials

received investment from

Undisclosed Private Equity Investor

Capital Raise

Credentials

received investment from

Undisclosed Investors

Capital Raise

Credentials

has invested in

Credentials

Capital Raise

Credentials

follow on public offering

Capital Raise

Credentials

follow on public offering

Capital Raise

Credentials

follow on public offering

Capital Raise

Credentials

follow on public offering

Capital Raise

Credentials

follow on public offering

Investments

investment

Credentials

investment

Credentials

investment

liquid

investment

matys
BAR HARBOR FOODS

investment

friska

investment

Credentials
BAR HARBOR FOODS

investment

Credentials

investment

Credentials

investment

Credentials

investment

Credentials

Food Collective

investment

Credentials

Mergers and Acquisitions

Sellside Advisor

Credentials

acquired by

Credentials

Sellside Advisor

Credentials

acquired by

Credentials

Sellside Advisor

Credentials

acquired by

Credentials

Sellside Advisor

Credentials

acquired by

Credentials

Sellside Advisor

Credentials

acquired by

Credentials

Sellside Advisor

Credentials

acquired by

Credentials

Sellside Advisor

Credentials

acquired by

Credentials

Sellside Advisor

Credentials

acquired by

Credentials

sellside Advisor

Credentials

acquired by

Credentials

Buyside Advisor

Credentials

acquired

Credentials

Buyside Advisor

Credentials

merged with

Credentials

Buyside Advisor

Credentials

acquired

Credentials

Strategic Advisory

Strategic Advisory

Credentials

Strategic Advisory

Credentials

Strategic Advisory

Credentials

Strategic Advisory

Credentials

Strategic Advisory

Credentials

Strategic Advisory

Credentials

Strategic Advisory

Credentials

Strategic Advisory

Credentials

Strategic Advisory

Credentials