Exit planning, investment banking and wealth management for the consumer products sector

These days, consumer product companies face a number of growth challenges.

Regardless of the stage of your company’s sale horizon, Class VI Partners can help through our assortment of services tailored to each stage of your entrepreneurial journey.

Top consumer product challenges:

Startup CPG companies have entered the market en masse as the digital age has significantly reduced the infrastructure requirements previously necessary attract customers and get off the ground. As a result, gaining market share is as competitive as it’s ever been, and developing a well-crafted, sustainable scaling strategy is a critical factor for building company value. Our team has helped CPG companies across a variety of sub-sectors plan and execute growth strategies to drive stronger customer engagement, revenue growth, and profitability, which has translated to premium valuations from investors when they have ultimately sold.

The most successful CPG companies understand that data is power. Tracking, but more importantly, understanding and utilizing your data is something CPG investors will place a premium on. Our team will dig deep into your data and metrics and help uncover where your opportunities and risks lie.

Implementing a lean and cost-efficient supply, channel, and inventory strategy is a challenge for many consumer product companies, but can be especially daunting for newer brands without the luxury of tenured relationships with suppliers and retailers. Additionally, shifting consumer preferences for more product variety has placed pressure on brands to create more SKUs and reduce the length of product lifecycles. As a result, well-planned supply chain efficiency, channel strategy, and inventory control is more important than ever as CPG companies look to build sustainable growth and profitability. Class VI can help you evaluate bottlenecks and optimize strategy across your value chain.

$3B

Closed transaction value

HUSTLE.

45

Transactions closed since 2015

HUMILITY.

100%

Client referral record

RELATIONSHIPS.

Industries served

What our clients are saying about us

Recent M&A transactions

Investment Banking

Key value drivers for consumer products businesses

It should come as no surprise that high-growth consumer brands have become a darling for investors. Understand what they find attractive about consumer product companies.

Consumer products white paper title

A quick intro on what they will learn from the white paper.

Podcast: How businesses get sold for millions with Chris Younger

Chris compares selling your business to running a marathon: you need to be in it for the long haul to finish strong.

Considering an M&A or sales transaction in Consumer products sector?
We’ve got you covered.

Considering an M&A or sales transaction in Consumer products sector?
We've got you covered.

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