INVESTMENT BANK

“Over the last 5 years we initiated discussion with 2 competitors in our industry in an effort to purchase these 2 family businesses. They were strategic in that they expanded our footprint into new geographical markets and would have enabled us to acquire expertise in different sectors in our 3PL industry.  Both transactions failed. Subsequent to these attempts we purchased a competitor and sold a division to another competitor with the assistance of Welch Capital Partners. We saw the value in having a 3rd party mediate the process and Welch Capital Partners helped us navigate both transactions to successful completion.”

“I would like to extend a special thank you to Welch Capital Partners and their team for the 24/7 support, and for their expertise, dedication and contribution throughout the entire process every step of the way in the finalization and completion of this transaction.”

We hired Welch to broker the sale of our business in 2021. This was the fifth company I have sold. In the past we had completed our transactions with the aid of brokers in New York and Boston. I can state unequivocally that Welch were by far the best of any I have dealt with.

Welch provided a complete range of services including: organization of company information, compiling of marketing materials, compilation of target buyers list, contact calls to prospects, negotiation strategy, accounting, tax and legal information and so much more. They were with us every step of the way right up to final closing and were responsive and patient throughout. Above it all, the broker team that Candace Enman and Stephan May have assembled, including Cody, Dilip and Matt are simply first rate, honest people. They are easy to work with and genuinely interested  in completing a successful transaction.

In 2015, our organization had an incredible opportunity to grow into one of Canada's largest TELUS dealers, but we had NO idea where to start with our acquisition strategy. Within 5 years, we executed on 4 buy-side and financing mandates and expanded our reach by 12 locations. Candace and her incredible team at WCP made every acquisition and financing their own. We are forever indebted to their world class professionalism and unprecedented delivery on our M&A journey. To anyone entering their 1st or 10th M&A scenario I would not just recommend them, but I'd insist on them.

Thank you to Welch Capital Partners for helping us navigate our acquisition and financing of 417 Bus Lines. Once it was determined that this business was a great fit for Roxborough, Candace & Muaz were fully committed, regardless of the obstacles and challenges. Over the years we’ve worked with and against a fair number of professionals and none have demonstrated your utmost professionalism and unwavering resolve to get solutions and get it done, and for this I personally thank you!

We retained Welch Capital Partners to assist in the sale of our fast growing services enabled software business. We enjoyed working with WCP as they guided us through the M&A process and, ultimately, helped us achieve our desired outcome. The team was proactive in their approach and always responsive to our needs

Let me start by saying how I explained your service level to a colleague when asked... a simple twelve out of ten. I don’t believe this deal would have closed without all of your help, dedication and commitment even in the challenging times. Thank you once again.  More specifically, I was and am impressed with how much business acumen you all have. It is an easy assumption to compare your work to that of a real estate broker just looking to “close a deal” but clearly that assumption is incorrect. The detailed analysis of my business and fully understanding the nuances of it and then being able to re-iterate that to a multitude of interested parties is still amazing to me. I’m convinced that you know more about the business than I do!