Investment, Experience &
Hard Work Delivers Great Outcomes
Investment Criteria
Target
- Revenue:
- EBITDA:
- Control / Minority:
- Purpose / Situation:
Growth Equity
- $10M to $30M
- No Minimum
- Either
- Fuel growth
- Capture opportunity
Shareholder Liquidity
- $10M to $100M
- $1M to $10M
- Either
- Take chips off the table
- Bring on an experienced partner
Special Situations
- $50M+
- No Minimum
- Control
- Right-size balance sheet
- Change management
Target
- Revenue:
- EBITDA:
- Control / Minority:
- Purpose / Situation:
Growth Equity
- $10M to $30M
- No Minimum
- Either
- Fuel growth
- Capture opportunity
Target
- Revenue:
- EBITDA:
- Control / Minority:
- Purpose / Situation:
Shareholder Liquidity
- $10M to $100M
- $1M to $10M
- Either
- Take chips off the table
- Bring on an experienced partner
Target
- Revenue:
- EBITDA:
- Control / Minority:
- Purpose / Situation:
Special Situations
- $50M+
- No Minimum
- Control
- Right-size balance sheet
- Change management
Industry Focus
Food & Beverage
We have operating and investing experience across categories: protein, frozen & refrigerated, branded produce, confection, etc. We seek to partner with innovative brands, co-packers, and private label manufacturers in this space.
Nutritional Supplements
We have operating experience at companies like Pharmative, the owner of the Nature Made brand. We seek to partner with companies who own unique formulation and manufacturing capability in this space.
Petcare
Our backgrounds at companies like Mars, and previous M&A advisory experience in branded CPG and in pet food distribution add up to decades in the pet care space. We look to partner with manufacturing businesses in the food, treats, and pet supplements space.
Beauty & Personal Care
Beauty, much like fashion, is a space where trends can drive rapid change. Manufacturers have to keep up and be innovative, requiring top notch execution and robust supply chains. Our connections in this space are primed and ready to work with us as we seek to partner with manufacturers in the category.
