INVESTOR-SP25I20402EB83380
$495.00
Purchase for full contact information of one or more deal team members. All purchases are final and non-refundable.
Description
PE Fund
Investment Focus Cycle-agnostic consumer staples category
Market Focus Lower middle market
Financial Criteria
– EBITDA: $5M – $50M
– Ownership: Founder and family-owned
– Geography: North America
– Company Age: ~10+ years
– Financials: Profitable companies
Sector Focus
Cycle-Agnostic Consumer Staples
Packaged Foods
– Shelf-stable groceries
– Better-for-you snacks
– Meal solutions
Household Essentials
– Cleaning products
– Pet care supplies
– Personal hygiene
Beverages
– Non-alcoholic drinks
– Functional beverages
– Coffee/tea
Health & Wellness
– Vitamins/supplements
– Natural remedies
– Baby care
Investment Approach
Ownership Structure
– Control Positions: Majority stakes (60-100%)
– Founder Transitions: Partners with selling families (20-40% rollover)
Value Creation
– Distribution expansion
– Category innovation
– Operational efficiencies