About Us

Wellvest Capital possess the essential skills and demonstrated track record needed to create value in growth companies, including direct, hands-on experience in private equity investing, company building, investment banking and strategic growth consulting. The firm’s principals each have decades of experience participated in healthy living space.

Our team has founded, owned and operated companies across the health and wellness spectrum. This hands-on experience, combined with years of industry specific senior level investment banking (M&A and capital raising) and financial strategy (acquisition, divestiture, capital) experience provide its portfolio companies, investors and clients with a unique perspective and approach to driving stakeholder value. Our depth and breadth of knowledge allows us to add value throughout the corporate lifecycle – from growth strategy development to financing to exit.

 
Capital Raising.jpg

Capital Raising

Think of Wellvest as your corporate finance partner bringing over 25 years of transaction experience to the process. Our role is to guide an efficient capital raising process that maximizes valuation and minimizes non-financial deal terms.  Of equal importance, we allow you to focus on running your business while we preform the heavy lifting around all aspects of the transaction. Wellvest will ensure that your participation in the process is both meaningful, impactful and drives value.

Strategic Thinking

The value of our deep industry and domain expertise manifests itself through our strategic advisory work. We believe well formulated strategy is fundament to corporate value regardless of what lifecycle stage your business is in. We’re capable of deploying strategic advisory work with a general scope, formally as a standalone engagement, or as a critical element supporting specific objectives, such as a capital raise, acquisition or investment decision.

M&A.jpg

Mergers and Aquisitions

Executing a M&A transaction is the pivot point from one journey to the next[RM1] . Successful transactions, whether buying or selling, begin with a clear strategy that goes beyond pure financials. The strategy must incorporate a holistic approach to the business that yields the most advantageous pool of targets, and remains consistent with both qualitative and quantitative objectives.  Wellvest has a unique approach to M&A transactions informed through years of experience as entrepreneurs, business operators, investors and investment bankers.  This [ensures] the transaction will meet broad stakeholder objectives, not just financially, so the next phase of the journey is as successful as the first.

Investing

An investment from Wellvest is more than capital; we add value to our portfolio companies through our extensive industry knowledge, business experience, network and collaborative approach. Our team has been at the forefront of the health and wellness space from its inception and continues to hold a number of active board seats.  From launching new products and innovative technology to [supporting new categories], to corporate governance and managing the factory floor; we understand the business and many of the challenges you’ll face. We leverage our experience alongside the founders and leaders to execute their vision and build lasting stakeholder value.