WHAT WE DO
We invest in purposeful, consumer businesses with a focus on long-term consumer thematic trends. We make control or significant minority investments, ranging from $15 million to $75+ million in lower, middle-market businesses with EBITDA greater than $5M and high growth businesses with $20M+ 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.
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
