Dedicated Consumer Focus
Our sector focus gives us a deep understanding of the unique opportunities and challenges facing growing brands. We understand where you’ve been and what it will take to get your transaction over the finish line.
Over two decades we have developed an extensive and proprietary network of family offices, strategic buyers and consumer private equity firms - all of whom are active buyers of, and investors in emerging brands. Our network allows us to deliver creative outcomes in a notoriously inefficient capital markets environment. Our ability to tap into a diverse range of capital sources also allows us to tailor how to best work with you, whether as your lead investor or investment banker.
World Class Resources
We bring the resources and expertise of a large middle-market firm to the underserved lower-middle market. We leverage our own experience with the capabilities of our network of operating executives and extensive industry contacts. We value our clients and partners relying upon us in areas where they could use some additional strategic thought or guidance, and also, where they may be under-resourced.
Passion and Integrity
A passion for consumer brands, a limited number of active projects, and our long term orientation ensures that you get thoughtful, senior-level attention ahead of, during and after our transaction with you. Our approach is entrepreneurial, transparent and people-centric. We hope yours is too.
SHOULD WE TALK?
WE'RE LOOKING FOR:
Innovative consumer, ecommerce, franchising, and omnichannel retail brands
Demonstrated consumer acceptance
Strong underlying demographic and psychographic trends
Compelling customer acquisition strategies
High integrity founders and executives seeking more than just capital
WE LIKE TO SEE:
Growth rates faster than the industry
Run rate sales in excess of $10 million
Healthy gross margins
Historical capital efficiency
A visible path to positive EBITDA if it isn’t already there
Our Typical investments:
Equity between $7 and $30 million
First institutional capital in
Minority or control situations
Include some shareholder liquidity