Advising lower middle market owners on their most important transactions.
There are many constraints in business. Don't let capital be one of them.
Wellworth Capital is a boutique investment bank advising lower middle market companies on sell-side M&A and capital raises. We are connectors at heart: we combine the power of relationships with the speed of technology to put multiple qualified partners at the table and get our clients the best outcome for their situation.
Three ways we work with owners
Each engagement is led by senior bankers, from the first conversation through closing.
M&A Advisory
Sell-side processes that create competitive tension among qualified strategic and financial buyers.
Capital Raising
Senior debt, mezzanine and growth equity, sourced from PE, private credit, family offices and banks.
Litigation Finance
Access to specialized capital providers for litigation and claims-based financing.
A process built around your definition of success
A well-designed and executed process maximizes risk-adjusted value to equity holders.
Define success first
We align with ownership on goals, timing and what a successful outcome looks like, then design a process built to achieve it.
Create competitive tension
We bring the most likely strategic and financial partners to the table while avoiding market chatter.
Be the workhorse
Wellworth carries the load on materials, diligence and buyer outreach so management can keep running the business.
Close cleanly
We work alongside your accountant and attorney to reduce escrows, minimize indemnities and optimize structure.