CPG and beverages
Consumer packaged goods is the asset class I know from the inside: I owned the distributor, created the products, and took two companies public. These pieces are about what a brand is worth before a strategic can see it, who takes what between the factory and the shelf, and where the money in consumer goods is actually made and lost.
Articles
- What a CPG fund looks for before a brand needs a traditional investor
The window where a consumer brand is cheapest and most fixable is before it raises institutional money. What an operator-led CPG fund looks for in it, with the numbers.