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
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Capital Raise
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received investment from
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Capital Raise-IPO
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received investment from
Initial Public Offering
Capital Raise
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received investment from
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Capital Raise
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received investment from
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Capital Raise
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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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follow on public offering
Capital Raise
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follow on public offering
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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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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BAR HARBOR FOODS
investment
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investment
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investment
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investment
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Food Collective
investment
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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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