People, process, persistence

Charlie Brown is President and Co-Founder of Wellworth Capital, bringing decades of experience in financial services, investment banking, corporate development and litigation finance. Since beginning his career as a registered representative with The John Hancock Companies in 1986, Charlie has worked with business owners, executives, investors and law firms to navigate complex financial transactions, raise capital and pursue strategic growth opportunities.

Charlie's experience spans capital raising, mergers and acquisitions, business development and strategic partnerships. He combines financial and transactional expertise with a relationship-driven approach, helping clients evaluate opportunities, connect with the right partners and position their businesses for long-term success. His work with leading law firms in the Los Angeles area has also given him a deep understanding of the legal services industry and the challenges professional services firms face as they grow.

An entrepreneur at heart, Charlie helped launch VARDA Inc., a Silicon Valley technology startup targeting high-net-worth individuals that was subsequently acquired by fintech company Trov.com. He has also advised and worked with companies across fintech, esports, infrastructure, and environmental, social and governance (ESG) initiatives. Having worked both within established financial institutions and alongside growing businesses, Charlie brings a practical understanding of what it takes to build a company, identify strategic opportunities and create value for its stakeholders.

A Los Angeles native with longstanding ties to the San Francisco Bay Area, Charlie brings an extensive network of relationships across California's business and legal communities. He has served on the boards of several organizations, including an international nonprofit, and has spoken nationally and internationally on leadership and personal development.

Henry Coxe is CEO and Managing Director of Wellworth Capital, bringing more than 12 years of investment banking experience advising lower middle market and high-growth companies on capital raises, mergers and acquisitions, and complex strategic transactions. At Wellworth, Henry leads firm strategy, client origination and end-to-end deal execution for companies with enterprise values between $10 million and $100 million.

Henry has managed transactions from origination through closing, including sourcing, valuation, structuring and negotiation. His experience spans early-stage financing, growth equity, buyouts, debt facilities and alternative finance structures. He partners with management teams to develop the transaction narrative and marketing materials, builds detailed financial models and scenario analyses to support their decisions, and leads negotiation strategy on key economic and structural terms. He serves as a trusted advisor to CEOs and CFOs on high-stakes decisions.

Before Wellworth, Henry spent eight years at SC&H Capital, a boutique investment bank based in the Mid-Atlantic, working on many transaction advisory engagements across healthcare, manufacturing and technology. He coordinated capital raises for high-growth SaaS and biotech companies, working with private investors and family offices, and completed multi-year strategic engagements for hospital systems evaluating strategic and financial partnerships.

Henry graduated from the University of Delaware with an Honors B.S. in Accounting (magna cum laude) and an Honors B.A. in English (cum laude). He holds Series 63, 79 and 82 securities licenses.