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
received investment from
Capital Raise
received investment from
Capital Raise-IPO
received investment from
Initial Public Offering
Capital Raise
received investment from
Capital Raise
received investment from
Capital Raise
received investment from
Undisclosed Private Equity Investor
Capital Raise
received investment from
Undisclosed Investors
Capital Raise
has invested in
Capital Raise
follow on public offering
Capital Raise
follow on public offering
Capital Raise
follow on public offering
Capital Raise
follow on public offering
Capital Raise
follow on public offering
Mergers and Acquisitions
Sellside Advisor
acquired by
Sellside Advisor
acquired by
Sellside Advisor
acquired by
Sellside Advisor
acquired by
Sellside Advisor
acquired by
Sellside Advisor
acquired by
Sellside Advisor
acquired by
Sellside Advisor
acquired by
sellside Advisor
acquired by
Buyside Advisor
acquired
Buyside Advisor
merged with
Buyside Advisor
acquired
Investments
investment
investment
investment
investment
BAR HARBOR FOODS
investment
investment
BAR HARBOR FOODS