INVESTMENT FOCUS

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THE CONSUMER

Fundamental Capital targets investment opportunities in consumer products and services:

 
  • Packaged goods
  • Food and Beverage
  • Apparel/Accessories
  • Distribution/Direct Store Delivery
  • Wholesale and Retail
  • Branding/Re-positioning
  • Marketing
  • Design/Fashion
  • Juvenile
  • Pop Culture

KEY INVESTMENT CRITERIA

Financial
  • Revenues of $5 million to $50 million
  • EBITDA of $2 million or greater for buy-outs; lower for growth capital
  • Profitable operating history
  • Equity upside for management and key employees
Situational
  • Board control opportunity
  • Company at transition milestone due to founder’s retirement, family succession, inflection point of growth, etc.
  • Committed management team that will benefit from strategic and
    operational involvement and guidance
Market
  • Strong position in a growth segment
  • Reasonable customer concentration; diverse competitive landscape
  • Preference for Western U.S. and Hawaii