Acquisition Financial Advisor
DENVER (2016) – Class VI Partners (formerly CapitalValue Advisors (“CVA”)) is pleased to announce the acquisition of Natural Dynamics, LLC (“Natural Dynamics”) by Wellnext, LLC (“Wellnext”). Class VI Partners served as the exclusive financial advisor to Natural Dynamics.
“The client counted on us to guide them through the normal deal issues as well as the complicated issues of the HSR filing and an employee bonus program,” said David Tolson, Managing Director for Class VI Partners.
“By aligning them with WellNext in this transaction, Natural Dynamics customers, employees, and shareholders are poised to continue their phenomenal growth. We are confident they will further enhance the lives of individuals who take their products and expand their position as the leading brand in the natural supplements sector.”
The Business Story
Founded in 1982, Natural Dynamics (www.naturalvitality.com) is an Austin-based international purpose-driven company committed to healthier and happier living. Owned and operated by partners Ken and Susan Whitman and Justin and Shila Farmer, Natural Dynamics has developed a line of bestselling supplements based on research and formulated to produce a noticeable result.
For a decade, Natural Dynamics has enjoyed a double digit compound annual growth rate and built the category-leading magnesium product Natural Calm®.
“We are thrilled to join WM Partners and Wellnext. Together we’ll be able to reach more customers with a broader suite of products, thanks to improved innovation and manufacturing capabilities,” said Justin Farmer, CEO of Natural Dynamics and future President of the Natural Vitality brands.
“We are so very pleased with the service, expertise and guidance provided by the Class VI team and could not have found a better firm to represent us. Their ability to confidently plan and execute a transaction process that drove value while paying attention to ensuring that our needs in a partner were met was amazing. We are so excited for what this new chapter will bring to our company, our customers and our team.”
“Our community will greatly benefit from this partnership,” said Ken Whitman, President of Natural Dynamics and future Chief Creative Officer for Natural Vitality. “WM Partners, together with Wellnext combine business expertise with the human touch that we needed in a partner to take our mission through the next stage.”
The transaction was granted early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and closed on April 29, 2016.
About Wellnext
Wellnext LLC family of brands delivers research-backed nutritional supplements for every consumer life stage. Anchor brands within the Wellnext portfolio include Nature’s Products, Inc. (NPI), a GMP certified manufacturer with 30 years of leadership in supplement manufacturing, Rainbow Light®, a premier natural channel brand and creator of the food-based supplement category, Champion Nutrition®, a leader in the sports nutrition category, and Blessed Herbs®, a founding innovator in cleansing and detoxification.
Other hallmark brands include Iceland Health®, Nutri-Health Supplements®, Sedona Labs®, Sedona Pro®, Vitamin Research Products®, True Health™, Health Resources™, Vital Style®, Stop Aging Now®, and Natural Vitality®.
Guided by three generations of family heritage, Wellnext is committed to the highest standards of corporate social responsibility including product quality and purity testing, sustainability practices, and corporate giving programs, to help foster a vibrant state of health in families everywhere.
About Class VI Partners
Class VI provides middle-market investment banking services, including mergers and acquisitions advisory, corporate advisory, business valuation, and private capital raising services through its affiliate, Class VI Securities, LLC and Member FINRA. Class VI is also affiliated with and offers wealth management services through Class VI Family Office, LLC, a Registered Investment Advisor with the Securities & Exchange Commission.
Justin Farmer, CEO of Natural Dynamics, and Ken Whitman, President of Natural Dynamics, are clients of Class VI Partners and are not being compensated for sharing their opinion and experience with the firm. Any compensation creates a conflict of interest. Comments by Justin Farmer and Ken Whitman may not be representative of any other person’s experience with the firm and are no guarantee of future performance or success.
Additional Disclosures
Investment advisory services offered through Class VI Partners’ affiliate Class VI Family Office, LLC, a Registered Investment Adviser with the U.S Securities and Exchange Commission. Class VI Partners offers investment banking and private securities transactions through its affiliate, Class VI Securities, LLC. Class VI Securities, LLC is a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA). Class VI Pathfinder, LLC provides general business consulting to privately held businesses. Collectively these entities are referred to herein as “Class VI”.
Testimonials may not be representative of the experience of other customers. Any promotion, either via testimonial or endorsement, is unpaid (in cash or non-cash form) and does not guarantee future performance or success. We believe that all information provided is from credible and reliable sources. This information does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations.