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welchcapital.com

Investments

5

Portfolio Exits

3

About Welch Capital Partners

Headquarters Location

600 Lexington Avenue

New York, New York, 10022-7608,

United States

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Latest Welch Capital Partners News

Welch Capital Partners Facilitates Label Innovation's Sale to AWT Labels & Packaging

Dec 9, 2022

News provided by Share this article Share this article (The acquisition will ensure opportunities for Label Innovation to sustain growth, customer service, and serve new clients) OTTAWA, ON, Dec. 5, 2022 /PRNewswire/ - Welch Capital Partners is pleased to announce that it acted as the exclusive M&A Advisor to Label Innovation Inc. an Ottawa based, custom label manufacturer and converter of specialty components, tapes, and labels, on its sale to AWT Labels and Packaging (a large global financial services firm's portfolio company). Over the past 40 years, Label Innovation has built a reputation for being able to solve specialized manufacturing challenges across various industries, including, industrial, medical, and security. With a focus on high-quality products and customer service, Label Innovation has become an industry leader, serving large multinational companies. Label Innovation engaged Welch Capital Partners to advise on the sale of the Company to a buyer that could continue to serve its existing customer base and the employees that have helped build the Company into what it is today. After exploring his options, Kelly Youngdale (President of Label Innovation) decided that AWT was the right buyer, offering great opportunities for the Company to continue to grow, enhance its offerings and serve new clients. "I see tremendous synergies between AWT and Label Innovation. I'm excited to watch Label Innovation and its employees continue to prosper under the stewardship of AWT," said Kelly. Label Innovation will continue to operate as a standalone entity, with Kelly remaining in his position as President, along with other members of the management team. About Welch Capital Partners Welch Capital Partners ( www.welchcapitalpartners.com ) is a leading corporate finance, mergers & acquisitions advisory firm helping entrepreneurs build and capture value in their businesses. Our team of transaction professionals assists mid-market companies to execute transactions by providing top-tier advisory services. SOURCE Welch Capital Partners

Welch Capital Partners Investments

5 Investments

Welch Capital Partners has made 5 investments. Their latest investment was in Penwest Pharmaceuticals as part of their Private Equity - III on December 12, 2004.

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Welch Capital Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/13/2004

Private Equity - III

Penwest Pharmaceuticals

$35M

No

8/21/2003

Private Equity - II

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$99M

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0

7/7/2003

Unattributed VC - III

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$99M

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0

11/18/2002

PIPE

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$99M

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0

6/15/2001

Private Equity - II

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$99M

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0

Date

12/13/2004

8/21/2003

7/7/2003

11/18/2002

6/15/2001

Round

Private Equity - III

Private Equity - II

Unattributed VC - III

PIPE

Private Equity - II

Company

Penwest Pharmaceuticals

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Amount

$35M

$99M

$99M

$99M

$99M

New?

No

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Co-Investors

Sources

0

0

0

0

Welch Capital Partners Portfolio Exits

3 Portfolio Exits

Welch Capital Partners has 3 portfolio exits. Their latest portfolio exit was Penwest Pharmaceuticals on August 06, 2010.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

8/6/2010

Acquired

$99M

8/18/2008

Acquired

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$99M

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0

2/15/2005

Acq - P2P

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$99M

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0

Date

8/6/2010

8/18/2008

2/15/2005

Exit

Acquired

Acquired

Acq - P2P

Companies

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Valuation

$99M

$99M

$99M

Acquirer

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Sources

0

0

Welch Capital Partners Team

1 Team Member

Welch Capital Partners has 1 team member, including former Controller, Ira Mosberg.

Name

Work History

Title

Status

Ira Mosberg

Morgan Stanley, Bridger Management, and Rothstein Kass

Controller

Former

Name

Ira Mosberg

Work History

Morgan Stanley, Bridger Management, and Rothstein Kass

Title

Controller

Status

Former

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