For Family Offices
We look to leverage two key facets of family offices — lower cost of capital and timeline — to structure lower risk investments with ongoing cash flow distributions. For families looking to extend their wealth (and family distributions) a few more generations, food & beverage is a very attractive industry.
There’s a certain irony that many founders desire to create long-term value and generational wealth, yet they have little knowledge of how to adequately weight risk/returns to attract family office investment.
Currently the industry is experiencing an overflow of early investments, yet few capable buyers to support the necessary returns of VC/PE. These funds, in an attempt to juice their IRR, are slyly looking for divestitures and secondary buyers for a significant portion of their portfolios.
While the industry shakes out, the opportunity for family offices to pick up cash-flow and assets at a discount is increasingly attractive.
thesis development, investment management & advisory — starting at $18k/month
For families looking to invest or manage existing investments, we are here to serve those needs — thesis creation, key metrics, risk analysis, operational insights and deal sourcing. Families are well served by partnering with a group that knows the players and has a decade of insights in the space.
DEal sourcing — $50k retainer + success fee + options
If you are looking to expand your existing holdings in food & beverage, we offer deal sourcing and back-channel intros to VCs, PE and strategic acquirers. We are actively sourcing off market divestitures and secondary opportunities with founders eager to recapitalize and adjust for profitability.
Investment REstructuring — $75k+/each
We’ve found many family offices have made early investments in food & beverage — friends of the family typically — yet after their initial investment, the economics don’t pencil out and they opt to not follow-on. However, if the deal was structured differently, you can protect your investment. To reallocate risk/return profiles that align interests and are attractive to risk-adverse family offices, this is one option.