Approach
Our Focus
We invest exclusively in consumer brands. It’s where we’ve built deep expertise and our impact is greatest.
Built on Something Real
We begin with a simple question: what does the consumer want, and has this brand genuinely earned their loyalty?
Our investment approach is grounded in proprietary consumer research, rigorous diligence, and decades of category experience. Consumer insights guide not only where we invest, but how we support brands as they grow.
We study purchasing behavior, loyalty patterns, and category dynamics, but we also pressure-test the fundamentals: Is there real differentiation in the product? Has the brand earned its place with consumers, or is it riding a moment? We look for brands where consumer demand and product truth align. Not just a flash in the pan, but a foundation worth building on.
That discipline shapes how we find the brands worth building on. By the time we engage with a founder or leader, we already understand their consumer, what drives their brand’s staying power, and where the real opportunities ahead lie.
What We Look For
We have spent decades building expertise in the categories that matter most to everyday consumers.
Our Power Alley represents the intersection of what we know best, the subsectors where our pattern recognition and track record are strongest, and where our internal experience and network run deepest, across both products and services.
We invest in established, high-growth consumer brands where we see a clear path to partnership and growth:
Proven Brand
Demonstrated consumer love with consistent double-digit growth
Clear Path to Scale
Organic opportunities to grow through new distribution channels, products, or consumer segments
Strong Leadership
Founders and management teams who know their brand and consumer deeply
Middle Market
Primarily companies with $25M–$150M+ in EBITDA
Flexibility Is the Structure
No two brands are at the same stage, and capital should reflect that. We invest across the ownership spectrum, from minority partnerships to majority investments, with each structure tailored to the brand’s specific situation and goals. Many of our most successful partnerships are with founders who remain deeply involved, leading their teams, driving strategy, and shaping the brand’s next chapter. What stays constant is alignment with management and a shared commitment to building durable value.
Built for Partnership
Once we partner with a company, we develop a customized value creation plan built around that brand’s distinct opportunities. This isn’t a generic playbook applied across the portfolio. It’s a collaborative roadmap developed with the management team that draws on our experience scaling consumer brands across direct-to-consumer, retail, multi-unit, and franchised platforms while preserving the authenticity, culture, and consumer connection that define enduring brands.
We engage at the brand level first, then the operating level. Our team works directly alongside leadership to execute against clear priorities, whether that means strengthening digital capabilities, optimizing the supply chain, expanding distribution, or bolstering talent.
The commitment is always the same: aligned and built around what’s right for the brand.
Let’s Connect
Whether you’re a founder, brand leader, or investor, we look forward to connecting.