WHAT WE DO

We invest in purposeful consumer businesses with a focus on certain long-term thematic trends. We make control or minority investments ranging from $10 million to $50+ million in middle market (>$3 million in EBITDA) and high growth companies (>$10 million in revenue with visibility to near-term profitability).

Health & Wellness

Beauty & Personal Care

Food and Beverage

Multi-Unit Retail

Specialty Retail

Pet

Household Products & Services

Tech-Enabled Consumer Platforms

CONSUMER LED STRATEGY

We focus our efforts on partnering with businesses with certain long-term thematic trends:

Health and Well-Being

Brands, products and platforms that inspire physical and mental health, performance and well-being.

Quality at Value Prices

Companies that bring greater focus to providing quality products and value pricing to a broad consumer demographic.

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Omni-channel Convenience

Brands and companies with potential for diverse channel growth including direct-to-consumer, third party e-commerce, retail distribution and/or physical format.

Personalization

Companies with products or services tailored to an individual or a unique group or segment.

Conscious Consumerism

Companies that emphasize creating a positive outcome for all stakeholders (customers, employees, suppliers, communities and shareholders) while bringing greater focus to operating with environmental, social and governance transparency.

Sharing/Circular Economy

Companies that bring greater efficiency and effectiveness in distributing goods and services through innovation and the continual use of resources while eliminating waste.

INVESTMENT CRITERIA

 

  • Consumer businesses empowering positive purpose and performance
  • Experienced, resilient and gritty leadership teams capable of delivering sustainable growth without shortcuts
  • Lower middle-market companies with >$3 million in EBITDA and Growth companies with revenues >$10 million with near-term profitability
  • Scale potential with multiple levers and channels of growth
  • Ability to leverage our Expert Community for impact