News & Resources

Check out the latest news on Welch Capital Partners
May 30, 2023
EMD – So What?

Welch Capital Partners, via its wholly owned subsidiary, Welch Capital Partners Corporate Finance (“WCPCF”), recently received its Exempt Market Dealer (“EMD”) license. What exactly does this mean?

May 19, 2023
The Importance of Working Capital from an M&A Perspective

From a mergers and acquisitions perspective, net working capital is important, as it can either increase or decrease the purchase price of a transaction at close or within a reasonable period post close.

May 18, 2023
Best Practices for Raising Capital

In today's market, many companies often need to raise capital to grow their operations and to achieve their long-term goals. Whether it is to fund new product development, expand into new markets, or acquire other companies, raising capital is a critical part of the business development process. However, preparing for a capital raise is not a straightforward process, and companies need to take a strategic approach to ensure they are ready.

May 4, 2023
Finding ROI: The Right Acquisition Approach

With a basic Google search, it would not be hard to learn about acquisitions that have failed to generate the return on investment (ROI) that was expected post-acquisition.

May 4, 2023
Confidential Information Memorandum (CIM)

The Confidential Information Memorandum (CIM), also known as an Offering Memorandum, is a confidential document used in the mergers and acquisitions (M&A) process to provide detailed information about a company to potential buyers or investors.

August 1, 2022
How selling my own business made me think differently about value

“Value is in the eye of the beholder,” some may say. When I sold my valuation business to Welch Capital Partners in 2018, I learned that the concept of “value” is much broader than my theoretical learnings had led me to think.