Target Investment Criteria
- Consumer staples: food, beverage, health & beauty, pet, etc.
- Strong consumer brands; #1 or #2 share
- Growth or opportunities to drive growth
- Point-of-sale momentum
- Corporate carve-outs and divestitures
- Favorable demographics and category trends
- Products primarily distributed in grocery, mass, club, dollar, and/or c-store channels
- Low fashion or technology risk
- Enthusiast consumer base
- Consistent same store sales growth or category outperformance
- Scalable opportunities with significant growth potential
- New unit expansion opportunity; regional and/or national
- Attractive unit economics; 30% or greater cash-on-cash return
- Internet, wholesale and private label growth opportunities
- Defensible consumer proposition insulated from Walmart and Amazon
- Scalable healthcare service opportunities
- Consolidation opportunities
- Outsourcing beneficiaries
- #1 or #2 local market share
- Low reimbursement risk
- Low technology risk
- Services lowering total cost of care
- Superior quality and outcomes
Representative Transactions
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