Case Studies

How we have helped others
Project Regal

Royal Fire Protection Inc., was founded on September 18th, 1990 in Ontario, Canada. The company specializes in designing and installing fire protection systems throughout Ontario, earning a reputation as the leading provider of fire protection services in the region. Royal has experience in a wide range of systems, including sprinkler, standpipe, water spray, FM200, and CO2 applications.

Software for Healthcare

Welch Capital Partners was engaged to prepare a financial pro forma and valuation for a buy-side acquisition mandate. The client approached Welch Capital Partners to acquire another complementary firm, and required a professional and credible pro forma and valuation to satisfy the buyer’s lenders. 

Valuations for Shareholder Buyouts

Welch Capital Partners was engaged to prepare valuation of a company who was preparing to buy out a minority shareholder. The client approached Welch Capital Partners help them determine an independent and objective valuation of the shareholder’s interest for the buy-out. The minority shareholder would consider our valuation in his negotiations with the client.

Buy-Side Valuation Support

Welch Capital Partners was engaged to prepare valuation of a potential acquisition target in a buy-side acquisition mandate. The client, based on Ottawa Ontario, approached Welch Capital Partners help them price the deal and prepare an offer to acquire another complementary company in Western Canada, and required a professional and credible valuation and buy-side acquisition advice.

Project Matrix

Our client, Label Innovation Inc. (the “Company” or “Label Innovation”) is an Ottawa based, custom label manufacturer and converter of specialty components, tapes, and labels. 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.

Project Apex

Our client Agile Work Evolutions (the “Company”) is a workplace strategy and implementation firm that augments its specialized knowledge with employee engagement and workplace profiling via Workforce Analytics, a secure, services-enabled proprietary cloud solution, providing employers with business-critical, real-time triple bottom line dashboard reporting (social, environmental and financial impacts). The two founders were looking for a partner to help managed the growth and capacity as the Company quickly scaled.

Project Shield

CADlink Technology Corporation is a leading software developer of computer aided design (CAD) products in the industrial graphics market. For over 30 years, the Company has worked in niche design and production markets, providing solutions such as digital printing, engraving, CNC machining, sign making, garment printing, and vinyl vehicle wraps.

Project Yellow

Our client, a family-owned and operated school and chartered bus services business headquartered in Eastern Ontario, had an opportunity to purchase an Ottawa-Gatineau based passenger transportation business. Our client required our support in modelling out the viability of the target against multiple scenarios, negotiating the deal, as well as securing the necessary Acquisition Capital to successfully acquire and integrate the target. 

Deslauriers Custom Cabinets

Deslaurier is a leader in the design, manufacturing, installation and servicing of kitchen cabinetry and operated in a number of business channels that include some of the region’s top, award-winning builders and renovators and a dealer network that represents the Deslaurier brand throughout Ontario.

True North Avionics

True North Avionics was the leading provider of in flight connectivity to long range wide and narrow body business jets. The Company engaged Welch Capital Partners to assist in a strategic sale to one of the top connected aircraft companies in the world ultimately creating a full suite connectivity platform like nothing else in the industry.

Dynex

Welch Capital Partners acted as an Independent Financial Advisor to the Special Committee to the Board of Directors of Dynex Power Inc (TSXV: DNX). DNX is a leading, high power semiconductor company whose operations are in the United Kingdom. Welch Capital Partners provided a fairness opinion of the privatization transaction with Zhuzhou CRRC Times Electric Co., Ltd (“CRRC Times Electric”).

Project Aftermarket

Our client, an aftermarket auto parts distributor headquartered in Ottawa with operations across the US, had an opportunity to purchase one of North America’s largest aftermarket auto parts distributors based out of Texas. The target was in financial distress, so the deal needed to close quickly, and our client required financing to purchase and operate the target.

GAL Power Systems

GAL Power is a leading supplier of standby power generators and climate control equipment in North America. Guy Lapierre, the majority shareholder, approached Welch Capital Partners to find the right capital partner for the company’s continued growth after his retirement.

Project Matrix

Our client, Label Innovation Inc. (the “Company” or “Label Innovation”) is an Ottawa based, custom label manufacturer and converter of specialty components, tapes, and labels. 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.

Project Apex

Our client Agile Work Evolutions (the “Company”) is a workplace strategy and implementation firm that augments its specialized knowledge with employee engagement and workplace profiling via Workforce Analytics, a secure, services-enabled proprietary cloud solution, providing employers with business-critical, real-time triple bottom line dashboard reporting (social, environmental and financial impacts). The two founders were looking for a partner to help managed the growth and capacity as the Company quickly scaled.

Project Shield

CADlink Technology Corporation is a leading software developer of computer aided design (CAD) products in the industrial graphics market. For over 30 years, the Company has worked in niche design and production markets, providing solutions such as digital printing, engraving, CNC machining, sign making, garment printing, and vinyl vehicle wraps.

Project Yellow

Our client, a family-owned and operated school and chartered bus services business headquartered in Eastern Ontario, had an opportunity to purchase an Ottawa-Gatineau based passenger transportation business. Our client required our support in modelling out the viability of the target against multiple scenarios, negotiating the deal, as well as securing the necessary Acquisition Capital to successfully acquire and integrate the target. 

Deslauriers Custom Cabinets

Deslaurier is a leader in the design, manufacturing, installation and servicing of kitchen cabinetry and operated in a number of business channels that include some of the region’s top, award-winning builders and renovators and a dealer network that represents the Deslaurier brand throughout Ontario.

True North Avionics

True North Avionics was the leading provider of in flight connectivity to long range wide and narrow body business jets. The Company engaged Welch Capital Partners to assist in a strategic sale to one of the top connected aircraft companies in the world ultimately creating a full suite connectivity platform like nothing else in the industry.

GAL Power Systems

GAL Power is a leading supplier of standby power generators and climate control equipment in North America. Guy Lapierre, the majority shareholder, approached Welch Capital Partners to find the right capital partner for the company’s continued growth after his retirement.

Project Aftermarket

Our client, an aftermarket auto parts distributor headquartered in Ottawa with operations across the US, had an opportunity to purchase one of North America’s largest aftermarket auto parts distributors based out of Texas. The target was in financial distress, so the deal needed to close quickly, and our client required financing to purchase and operate the target.

Project Regal

Royal Fire Protection Inc., was founded on September 18th, 1990 in Ontario, Canada. The company specializes in designing and installing fire protection systems throughout Ontario, earning a reputation as the leading provider of fire protection services in the region. Royal has experience in a wide range of systems, including sprinkler, standpipe, water spray, FM200, and CO2 applications.

Software for Healthcare

Welch Capital Partners was engaged to prepare a financial pro forma and valuation for a buy-side acquisition mandate. The client approached Welch Capital Partners to acquire another complementary firm, and required a professional and credible pro forma and valuation to satisfy the buyer’s lenders. 

Valuations for Shareholder Buyouts

Welch Capital Partners was engaged to prepare valuation of a company who was preparing to buy out a minority shareholder. The client approached Welch Capital Partners help them determine an independent and objective valuation of the shareholder’s interest for the buy-out. The minority shareholder would consider our valuation in his negotiations with the client.

Buy-Side Valuation Support

Welch Capital Partners was engaged to prepare valuation of a potential acquisition target in a buy-side acquisition mandate. The client, based on Ottawa Ontario, approached Welch Capital Partners help them price the deal and prepare an offer to acquire another complementary company in Western Canada, and required a professional and credible valuation and buy-side acquisition advice.

Dynex

Welch Capital Partners acted as an Independent Financial Advisor to the Special Committee to the Board of Directors of Dynex Power Inc (TSXV: DNX). DNX is a leading, high power semiconductor company whose operations are in the United Kingdom. Welch Capital Partners provided a fairness opinion of the privatization transaction with Zhuzhou CRRC Times Electric Co., Ltd (“CRRC Times Electric”).