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The Certainty Of Uncertainty
“THE CERTAINTY OF UNCERTAINTY” M&A MARKET FORCED TO PIVOT MID-YEARNovember 4, 2025BLUE SKYS TO GRAY On the heels of a sluggish 2024, M&A market participants struck a bullish tone coming into 2025. Their cautious optimism was backed by a reasonable set of...
The Rise of the Agentic Channel
“AGENTIC COMMERCE” THE EMERGENCE OF A NEW CHANNELSeptember 18, 2025"THE SECRET OF CHANGE IS TO FOCUS ALL YOUR ENERGY NOT ON FIGHTING THE OLD, BUT ON BUILDING THE NEW." – SOCRATESNot so very long ago the developed world had two fundamental ways for consumers to get the...
Make America Healthy Again – One Perspective
December 17, 2024"FIRST THEY IGNORE YOU, THEN THEY LAUGH AT YOU, THEN THEY FIGHT YOU, THEN YOU WIN." – MAHATMA GANDHIIN THE SPOTLIGHT The “Make America Healthy Again” (MAHA) platform and message played a meaningful role in the recent Presidential election. The scope...
AHEAD OF THE CURVE: HOW EARLY ADOPTERS SHAPED THE FUTURE BEFORE THE WORLD TOOK NOTICE
December 6, 2023 "IF I HAD ASKED PEOPLE WHAT THEY WANTED, THEY WOULD HAVE SAID FASTER HORSES."– HENRY FORD IT’S BEEN A JOURNEY The August 5, 2024, edition of Barron’s Up & Down Wall Street column was titled “How Whole Foods Revolutionized the Way America Eats”....
LIFE AFTER INFLATION OR WHAT HAPPENS WHEN I CAN NO LONGER TAKE PRICE
December 6, 2023 "LEARN THE FUNDAMENTALS OF THE GAME AND STICK TO THEM. BAND-AID REMEDIES NEVER LAST."– JACK NICKLAUS NO REST FOR THE WEARY The health and wellness industry has faced considerable challenges over the last many years. At an industry level, companies and...
The New M&A Calculus – December 2023
December 6, 2023 "IT IS A JOKE IN BRITAIN TO SAY THAT THE WAR OFFICE IS ALWAYS PREPARING FOR THE LAST WAR." – WINSTON CHURCHILL HUMAN BIASES Humans have inherent hard-wired biases that significantly influence our behavior. In business this is manifested in multiple...
The Rise of Culture and Media in the Health and Wellness Industry – Part 3 of 3
June 23, 2023"CELEBRITY ENDORSEMENTS DON'T JUST PUT A FACE ON A BRAND, THEY PROVIDE A VOICE THAT MILLIONS OF PEOPLE TRUST AND BELIEVE IN. THAT'S WHY IT'S CRUCIAL FOR BUSINESSES TO FIND THE RIGHT MATCH AND LEVERAGE THAT POWER RESPONSIBLY." – OPRAH WINFREY, MEDIA MOGUL...
The Rise of Culture and Media in the Health and Wellness Industry – Part 2 of 3
May 25, 2023 "BROUGHT TO YOU BY THOSE WHO DRINK IT" – CASAMIGOS TEQUILA, GEORGE CLOONEY CO-FOUNDER LEVERAGING CULTURAL CAPITAL A NEW PARADIGM FOR HEALTH AND WELLNESS In today's dynamic and rapidly evolving consumer market, the concept of “cultural capital” is playing...
The Rise of Culture and Media in the Health and Wellness Industry – Part 1 of 3
May 25, 2023 A Three-Part Series Using high-profile and famous people to add validity to a brand and increase sales has been around since Royal families allowed their suppliers to add “Royal warrants” to their products centuries ago. In the 1880’s actor and socialite...
Articles & Videos
Wellvest Capital’s Health and Wellness Public Company Index – H2 2025 PERFORMANCE RECAP
ENDLESS GRIND UPWARD The equity markets’ performance over the second half of 2025 had a remarkable disconnect from the perceived reality of market pundits which cried wolf of an eminent crash around every corner. For the year 2025 the S&P500 index was up 16.39%...
GREG RUSH FOUNDER AND PARTNER AT DUNN RUSH & CO.
November 12, 2021FEATURED GUEST ON THE HERITAGE FINANCIAL WEBINAR“IS THE WINDOW FOR SELLING MY BUSINESS CLOSING”Wellvest is pleased to present you with this informative webinar conducted October 25, 2021 It’s been a seller’s market for business owners for the last 10+...
Scott Becker Host of Private Equity Podcast: Guest David Thibodeau Managing Director of Wellvest Capital
Wellvest is pleased to present you with two informative, entertaining and at times humorous podcasts. Each time David is interviewed by the engaging and knowledgeable host of the “Private Equity Podcast”, Scott Becker. In the FIRST podcast hear David and Scott...
The Impact of COVID-19 on an Owner’s Decision to Sell in 2021
Feb 3, 2021 Given everything that happened in 2020, many business owners have found themselves thinking about the potential timing and preparation for selling or exiting their companies. Some business owners have had to delay timelines for a sale due to the impact of...
The natural products industry was built for this moment
Pandemic highlights strengths of wellness brands and the investors who back them. By David Thibodeau, Wellvest Capital AUGUST 2020 The world has changed dramatically since March, and there is more to come. The pandemic is changing how people live, interact with each...
Special Report – Assessing the Financial Impact of COVID-19 on a Business Transaction
June 16, 2020 SPECIAL REPORT Wellvest is very pleased to share with you this very timely report from Dunn Rush and Co.’s results of a recent survey of leading Accounting firms regarding the impact of COVID-19 on business transactions. The results are on point and...
