Consumer companies are constantly evolving to get ahead of the competition and better serve their customers’ changing needs. We do the same.
For most business owners, selling their company will be the single most important event in their professional life. Raising new capital or expanding their business through acquisition can be equally complex. Navigating the choices and making the right strategic and tactical decisions can have long-term consequences for both the owner and the company.
We view our culture as a competitive advantage, created with purpose. We never settle for the status quo but always seek to do better, communicate honestly, stand by our word, and fight for our clients every day. Simply said, we put our client's interest before our own.
Like our clients, we succeed through intense focus. We purposely focus on consumer sectors in which we have deep personal passion and a proven track record of success with a common theme of healthy and active living, including agriculture and ag-tech, food and beverage, active lifestyle consumer brands and eCommerce.
Our firm exclusively advises closely held companies. We do not have competing lines of business, advise private equity firms, offer a suite of services, or dilute our focus, which makes us better at what we do.
We develop proprietary insights in our target sectors with our consumer research and surveys. More data and better insights result in better decisions, opportunities, and outcomes for our clients.
Whether it is sleeping at the client’s office to meet a deadline, hiring actuaries to calculate a valuable negotiating point with a buyer, writing a strategic business plan, or acting as interim CFO for six months, we do whatever it takes to create positive outcomes for our clients.
We are a tight-knit team with unique ties and decades of experience working together at different firms. We collaborate, communicate, and challenge each other to provide winning solutions. We do not have sales quotas or set artificial deadlines, allowing us to be completely aligned with our clients, whether our engagement is three months or three years.
We focus on being better, not bigger