News & Resources

Check out the latest news on Welch Capital Partners
August 9, 2024
Accredited Investors

In Canada, the status of an accredited investor are specific regulations that ensure only qualified individuals and entities can participate in offerings that are not issued by prospectus. This section delves into the definition and criteria of accredited investors, the regulatory framework, comparisons with other jurisdictions, and the importance and purpose of this designation.

July 30, 2024
Q3 2024 PitchBook Analyst Note: The State of Enterprise SaaS M&A

Analyzing the impact and reverberations of the COVID-19 pandemic on SaaS M&A deals. PitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find data for professionals doing business in the private markets.

May 28, 2024
Capital Gains Inclusion Rate – How Does It Impact Me? In More Ways Than You Think

The federal Budget was presented on April 16, 2024 and among a number of proposed tax changes, included an increase in the capital gains inclusion rate from ½ to 2/3 for corporations, as well as for individuals in respect of any capital gains in excess of $250,000 in a given year. This change is to apply for capital gains realized after June 24, 2024 and will effectively increase the tax rate applicable to capital gains realized by corporations to 33.45% (from the current 25.1%) and to 35.69% for affected individuals (from the current 26.77%). However, in addition to directly increasing the tax rate, this change will have many other indirect implications for taxpayers, as discussed below.

May 2, 2024
What is a Search Fund?

In recent years, the search fund model has gained popularity as an alternative investment strategy, particularly among entrepreneurs and investors seeking opportunities in the world of private equity.

March 15, 2024
Role of an Investment Banker

As you embark on the journey of selling your business, you will want to make sure you have the right people on your team. This starts with the investment banker / M&A advisor. This blog outlines the role that the investment banker will play as you navigate the process of selling your business.

March 13, 2024
M&A Deal Team

As you embark on the journey of selling your business, you will want to make sure you have the right people on your team. This blog takes the opportunity to briefly describe the players and their roles.