During the past ten years, the Food and Beverage sector has undergone massive transformation. Today, emerging growth brands boasting unique and on-trend features are well on their way to displacing many of the traditional products from the largest CPG manufacturers so familiar to the baby boomer generation. Whether it’s clean-label, gluten-free, locally-sourced, natural, organic, non-GMO, sustainable, etc., the vernacular of the business has changed forever. Significantly, the center of gravity of this movement is in Chicago, with an unparalleled ecosystem having emerged in support of some of the industry’s most exciting new F&B companies.
From a financial perspective, investment and lending opportunities are nearly boundless in this space, and the universe of capital sources available for everything from seed stage to mature companies to turnarounds has proliferated beyond measure. Meanwhile, the changing metrics and KPIs of the Food and Beverage sector, along with ballooning valuations, have challenged even the most astute financing sources to find attractive, reasonably priced investment opportunities.
Balmoral’s senior professionals have executed a diverse range of transactions globally in the F&B sector. Whether seeking growth organically or through acquisitions, accessing capital for expansion or shareholder liquidity, our team has expertise across the capital markets spectrum. Our value-added services are provided to myriad constituencies, including owner/operators, Boards of Directors, shareholder and financing sources.
Among the many sub-sectors in the space, we understand how various factors can impact a transaction, which is often critical to the success of a project.
Examples of sub-sectors of focus include the following:
- Grocery and Retail
- Logistics and Distribution
- Food Tech
Experience and Expertise
Our extensive long-term relationships with companies, industry-focused private equity firms, and current and former industry executives across the global F&B space helps us achieve superior results for our clients.