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Wellness Innovations Network
Private Equity Investing
In Better-for-You Companies
Products & Services
That Are Better for You,
Better for Us, Better for the Planet
Duane K. Stullich
Co-Founder & Managing Partner
Thursday, July 25, 2019
8:00 am – 5:00 pm
New York City
INSIGHTS FROM 20 EXPERT SPEAKERS!
Preliminary Speaker List
Daniel Bonoff, Goode Partners LLC
Robert L. Brown, Encore Consumer Capital
Christopher Carey, Stripes Group LLC
Leslie Frecon, LFE Capital
Peter S.H. Grubstein, NGEN Partners
Kayvan Heravi, LNK Partners LLC
Brett A. Hickey, Star Mountain Capital LLC
Nick McCoy, Whipstitch Capital
John J. Novak, Paine Schwartz Partners LLC
Mike Schall, Whole Foods Market Inc.
Jared R. Stein, Monogram Capital Partners
Sarah B. Tomolonius, Sustainability Investment Leadership Council
David T. Tswamuno, Emil Capital Partners LLC
Simon Wong, Hain Celestial Group Inc.
(more speakers coming soon)
Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |
Millennial consumers are driving the Better-for-You movement; whether they’re grabbing a cold-pressed juice after their Soul Cycle class, meeting their friends for a Keto or a gluten-free meal, buying organic beauty products online, shining their floors with chemical-free cleaning detergents, feeding their kids Annie’s-brand organic mac & cheese, or just using a battery-powered Tesla, or vacationing at a Costa Rica yoga retreat.
As a result, more and more GPs and LPs and family offices are zeroing in on companies that offer ways to be healthier and to preserve the environment.
For example --
- TSG Consumer Partners’ stake in Nuun, which makes hydration tablets and powders for athletes.
- Kainos Capital’s acquisition of Country Fresh, which produces fresh-cut fruits and vegetables for retail and food service operators.
- New Mountain Capital’s Topix Pharmaceuticals, which acquired DERMA E, a fast-growing purveyor of eco-ethical skincare products.
- NCK Capital’s acquisition of Graybill Processing, a recycling company that converts food waste into value-added feed for farm animals.
- L Catterton’s investment in natural pet food brand “I and love and you” (NatPets LLC).
- Snapdragon Capital’s Xponential Fitness added Pure Barre studios to its family of brands, to become the world’s largest network of fitness boutiques.
However -- private equity investors face complex challenges when investing in companies with Better-for-You products and services --
- One is valuation. PE investors feel nervous when venture capitalists and entrepreneurs use multiples of projected revenues instead of multiples of actual proven EBITDAs.
- Another is validation. Investors are concerned about claims made by portfolio companies, and sometimes about their compliance with labeling regulations such as California’s Proposition 65 regarding toxic substances.
- Another is timing. Better-for-You brands certainly are hot at the moment. But if the economy cools, it remains to be seen whether the sector reaches a tipping point and consumers tighten their purses.
You’ll gain valuable insight as our 21 panelists assess the outlook for Better-for-You services and products when you attend The Capital Roundtable’s all-day conference on Private Equity Investing in Better-for-You Companies, taking place on July 25 in New York City.
Evidence for the strength of the Better-for-You movement comes from several industries -- including food and wellness and personal care.
Nielsen’s 2018 food and beverage report shows that --
- Categories that emphasize healthy eating are seeing the strongest growth.
- Snack products with no genetic modifications lead the way, with an 18.2 percent increase in sales in each of the past five years!
- Products free of artificial colors and flavors are up 16.2 percent.
- Snacks with no or reduced sugar content were up 11.3 percent. (By comparison, the average snack product has seen an increase of only 1.2 percent over the same period.)
The Global Wellness Institute reports that the wellness market (everything from boutique fitness gyms to day spas), is now valued at a whopping $4.2 trillion, having grown 12.8% in the last two years.
And according to a 2018 report from Research & Markets, Better-for-You products in the personal care space are also experiencing heightened demand from consumers who are concerned about toxic chemicals in their personal care products. By 2026, the global natural and organic personal care market is expected to reach $26.7 billion.
Large strategic buyers with big traditional brands are scooping up Better-for-You brands that consumers are attracted to, such as --
- Hershey’s acquisition of Krave, a maker of jerky and other meat snacks, for $218.7 million.
- Dr. Pepper Snapple Group’s purchase of Bai Brands, a flavored-water company, for $1.7 billion.
- Kraft Heinz Co.'s recent acquisition of Primal Kitchen, a paleo condiment and dressing company, for about $200 million.
- Unilever’s acquisition of Seventh Generation, which makes natural cleaning products.
- L Catterton and Sorenson Capital sold to Johnson & Johnson its Zarbee’s Naturals, a maker of natural health and wellness products.
- PepsiCo agreed to acquire Bare Snacks -- a maker of baked fruit and vegetable snacks from Avrio Capital, NGEN Partners, and Silas Capital.
- Castanea Partners’ First Aid Beauty, a maker of cruelty-free beauty and skincare products, was acquired by Proctor and Gamble in July 2018
Click Here to Register to Hear Our 21 Speakers Address Key Points Such As --
- Beyond food-related companies, what are some of the attractive niches in the Better-for-You sector?
- Are private equity firms overpaying for Better-for-You companies?
- How do you scale Better-for-You companies?
- What are the most compelling exit opportunities?
- How to protect Better-for-You portfolio companies in a downturn?
- What are the hot segments among Better-For-You companies?
- What specific aspects of Better-for-You companies should investors be wary of?
- How to value Better-for-You companies?
- What are purchase multiples typically based on?
- How to sell to large strategic acquirers?
Register Now to Join Duane K. Stullich,
Co-founder of Los Angeles-based FocalPoint Partners,
And 20+ Industry Experts
Duane Stullich is a noted investment banker experienced in advising stakeholders of middle-market companies on M&A, private placements of debt and equity, and special situations, including corporate bankruptcies.
In just the past year, he closed transactions with total aggregate value of approximately
$1 billion. Recently, he was named to the Los Angeles Business Journal’s “LA 500” – which recognizes the 500 most influential people in the city.
Previously, he helped establish the corporate finance department at Houlihan Lokey. He has also served on various boards and is chairman emeritus of the International Association of Investment Bankers.
He was graduated summa cum laude with a BA in accounting and received an MBA from UCLA’s Anderson School of Management.
Middle-Market Better-for-You Deals
- LFE Capital invested in online mindfulness training program provider eMindful.
- LNK Partners sold its minority stake in Beachbody, which provides fitness and weight-loss solutions, to an undisclosed buyer.
- Norwest Equity Partners invested in the Institute for Integrative Nutrition, a health coaching school.
- L Catterton sold premium pet food and pet snack company Ainsworth Pet Nutrition for $1.9 billion to jam and jelly maker J.M. Smucker.
- NextWorld Evergreen invested in clean beauty chain Credo and plant-based color cosmetic brand W3II People.
- TPG Growth sold Angie’s Artisan Treats, which makes Angie’s Boomchickapop, a gluten-free, non-GMO whole grain popcorn, to Conagra Brands.
- Encore Consumer Capital sold the sports nutrition business Isopure to Ireland-based nutrition and ingredients company Glanbia for $153 million.
- Encore has also sold Thanasi Foods, marketer of the Duke’s® and BIGS® snack brands, to Conagra Brands; as well as its 93.5% stake in Tarte Cosmetics, valued at $135 million, to Japanese beauty company Kose Corp.
This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --
- Meet fellow attendees and featured speakers
- Enhance your personal database with valuable new connections
- Share both ideas and business cards
- Meet potential investment partners and clients
Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Chris Agar today to confirm your attendance at 212-832-7300 ext. 0 or email@example.com
Who Should Attend
Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants, & Other Advisors Who Support Them.
We look forward to having you join us on Thursday, July 25, 2019.
This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community. For more information about The Capital Roundtable’s 30 annual conferences and other events and programs, please visit www.capitalroundtable.com.
Speaking & Business Development Opportunities
We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Kellie Green or Claire Notton at 212-832-7300 or by email at firstname.lastname@example.org or email@example.com.
Have a Question?
Please contact Chris Agar at firstname.lastname@example.org or 212-832-7300 ext. 0.
Who We Are
This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights. You’ll gain valuable insights from --
- Three informative panel discussions
- Two revealing keynote presentations
- Real-world perspectives from PE investors
- Industry outlooks from noted sector experts
- War stories and lessons learned from experienced hands
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- Burt Alimansky, Chairman & CEO, The Capital Roundtable
- Daniel Bonoff, Partner, Goode Partners LLC
- Robert L. Brown, Co-Founder & Managing Director, Encore Consumer Capital
- Christopher Carey, Partner, Stripes Group LLC
- Leslie Frecon, Managing Partner, LFE Capital
- Peter S.H. Grubstein, Managing Director & Founder, NGEN Partners
- Kayvan Heravi, Partner, LNK Partners LLC
- Brett A. Hickey, Chief Executive Officer, Star Mountain Capital LLC
- Nick McCoy, Managing Director, Whipstitch Capital
- John J. Novak, Managing Director, Paine Schwartz Partners LLC
- Mike Schall, Sr. Coordinator--Global Growth & Business Development, Whole Foods Market Inc.
- Jared R. Stein, Partner, Monogram Capital Partners
- Sarah B. Tomolonius, Co-Founder, Sustainability Investment Leadership Council
- David T. Tswamuno, Partner, Emil Capital Partners LLC
- Simon Wong, Dir.--Transformation, Hain Celestial Group Inc.
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Networking & Registration & Breakfast
Welcoming Remarks & Audience Self-Introductions
Conference Chairman’s Introduction --
First Panel --
Better for Us, Better for the Planet -- Trends with the Most Potential for PE Investors
Networking & Coffee
Morning Conversation --
Doing Well by Doing Good -- Using PE Investments to Make a Difference
Morning Keynote --
||Networking & Luncheon
Second Panel --
Freshness & Flavor Compete with Long Shelf Life -- Latest Ingredients Trends in the Food Industry
Networking & Dessert
Afternoon Conversation --
Clear & Clean Labeling -- Avoiding Litigation by Baring the Facts
Third Panel --
Where Technology & Wellness Meet -- PE Investment Opportunities in Improving Your Health
Networking & Adjournment
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Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Chris Agar today to confirm your attendance at 212-832-7300 ext. 0 or email@example.com.
Please note that The Capital Roundtable
limits the number of registrants from a single firm to three.
- Best Rate -- Early Registration -- Save $300 off the standard fee of $1495 when you register by
Friday, June 7. Just $1195.
- Incentive Registration -- save $200 off the standard fee!
Register by Friday, June 28, and the fee for the conference is $1295.
- Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.
Group Rate -- $1095 each until Friday, June 28, when you register two or more people to attend from the same company . This rate increases to $1295 each after Friday, June 28.
You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 747 Third Avenue, Suite 200, New York, NY 10017.
Have a special question? Please contact Chris Agar at firstname.lastname@example.org or 212-832-7300 ext. 0.
From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change. We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.
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Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.
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We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at email@example.com.
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