INVESTING

As entrepreneurs ourselves, we are excited to have opportunities to partner with innovators.  Whether we are working with you as an investor or advisor, we are eager to find ways to add value to your mission and objectives.  We seek to leverage our personal experience, longstanding relationships with consumer industry operating executives (many of whom have been our clients), and access to third party resources to create significant value where we invest. Our preference is to play an active lead role, but we do selectively make co investments. We are open to both minority and control situations.

 

M&A ADVISORY

Our track record in closing sales of consumer businesses over the past 20+ years means that you will be working with one of the most experienced investment banking teams in the consumer industry.  We will help you strategically position and articulate your brand and story, assist in developing and modelling your growth strategy, anticipate and coach you on issues large and small, contact the right strategic and financial buyers, organize and manage the process of exchanging information with prospective buyers, and negotiate the most favorable outcomes.

 

Chris was instrumental in preparing us for the sale of our company. He was incredibly intuitive about buyers and always a step ahead with his advice. I never had to bring up anything. I also appreciated his honesty and level headedness throughout the negotiations. The next time I’m looking at a transaction, the first call I’ll make will be to Chris.
— Jack Schwefel, CEO, Cost Plus World Market; Former CEO, Sur la Table
 

CAPITAL RAISING

Raising capital isn’t just about the money.  It is also about finding the right partner, someone who understands your business and who can help you grow it better. Our dedicated consumer focus, deep experience, and proprietary network enables us to deliver best-in-class results with investors who have good reasons for putting their capital to work in your company. We provide thoughtful advice, unparalleled access to the right investors, and a range of support services throughout the process to get your deal done right.

 
What Chris and John did stands out because it was entirely complementary to our process. They brought another set of investors to the table that didn’t overlap our contacts at all – and they did it quickly and efficiently. They added value based on the relationships they had, and their ability to generate excitement about our brand.
— Brian Berger, CEO, Founder Mack Weldon