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 $5 million to $50 million in high growth (> $10 million in revenues) and middle market companies (> $3 million in EBITDA).
Health & Well-Being
Specialty Retail
Beauty & Personal Care
Pet
Food and Beverage
Household Products & Services
Restaurants & Food Service
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. Representative companies include Kettle Chips and Calm Meditation.*
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. Representative companies include Warby Parker and Casper.*
Personalization
Companies with products or services tailored to an individual or a unique group or segment. Representative companies include include Peleton Digital and Topology.*
Conscious Consumerism
Companies that emphasize creating a positive outcome for all stakeholders (employees, customers, suppliers, investors, and the community) while bringing greater focus to operating with environmental, social and governance transparency. Representative companies include Everlane and Patagonia.*
Quality at Value Prices
Companies that bring greater focus to providing quality products and value pricing to a broad consumer demographic. Representative companies Sprouts Farmers Market and Suit Supply.*
Sharing Economy
Companies that bring greater efficiency and effectiveness in distributing goods and services. Representative companies include WeWork and Instacart.*
*These companies, which are provided for illustrative purposes only, represent organizations that fit within our strategy and sectors, as well as with our concentration on long-term thematic trends.
Meaningful Partners is not affiliated with these organizations.
INVESTMENT CRITERIA
-
Consumer Businesses empowering positive purpose and performance
- Experienced, resilient and gritty leadership teams capable of delivering sustainable growth without shortcuts
- Revenues > $10 million
- Category disruptor (or potential)
- Brand strength potential with sustainable pricing power
- Omni-channel scalability
- Willingness and ability to leverage our Expert Community