INVESTMENT focuS - Castanea Partners

INVESTMENT focus
Castanea is focused on investing in dynamic consumer brands, multi-channel retail, and marketing services companies
that enable such brands to connect with their customers. The firm also seeks to invest in select business-to-business
providers of key information. The firm summarizes its investment themes according to the following three verticals that
draw upon the leadership, advisory and investing experience of the firm’s partners and professionals. The segments and
companies listed below provide an overview of where our partners have acted as owners, investors, executives and
corporate directors.
Differentiated CONSUMER Brands
Multi-channel direct-to-consumer
marketing and information services
• S pecialty Apparel, Footwear,
and Accessories
• Specialty Retail
• Beauty and Personal Care
• Online Commerce
• Food and Beverage
• Multi-Level Marketing
• Digital Marketing Services:
- Marketing Analytics
- Digital Advertising Technology
- Online and Performance-Based
Marketing
• S porting Goods, Outdoor
and Leisure
• Direct Response
• Interactive Content and Commerce
• Catalog
• Household Products
• Information Services
• Health and Wellness
INVESTMENT/OPERATING EXPERIENCE
Current Portfolio Companies: D
onald J Pliner • drybar • Health Resources • Ippolita • TRX • Vitamin Research Products
Former Portfolio Companies: Astor & Black • Betsey Johnson • Decision Resources • eatZi’s • Fuze Beverages
Hanna Andersson • Integrity Interactive • Medley Global Advisors • Urban Decay
Examples of Operating Experience: Harcourt General, Horchow Catalog, Kate Spade, Laura Mercier Cosmetics,
Neiman Marcus Direct, Neiman Marcus Group, Pepsi-Cola Bottlers
INVESTMENT STRUCTURE
Equity Investment Size: $15mm – $75mm
Transaction Types: Traditional Management Buyout • Sales of Private Companies • Industry Consolidation
Growth Equity or Acquisition Capital Raises • Operationally Challenged Opportunities
Corporate Carve-outs
Three Newton Executive Park | Newton, MA 02462
Phone: 617.630.2420 | Fax: 617.630.2424
www.castaneapartners.com
c a sta ne a pa rtne r s p o rt f o l i o c o m pa nies
Castanea Partners brings extensive operating experience to private equity investing. We focus exclusively
on opportunities in market sectors where our expertise allows us to:
1) be highly credible participants in the
investment process
3) p
artner closely with selling founders or management to
identify and execute significant value creating strategies
2) perform effective and efficient due diligence
4) deliver superior returns to our investors.
CURRENT PORTFOLIO companies
drybar
Ippolita
Donald J Pliner
Blow-dry bar retail concept offering its customers
a unique experience outside the traditional salon
Premier designer, marketer, retailer and wholesaler
of luxury fashion jewelry and accessories
Designer, marketer, retailer and wholesaler of
women’s and men’s luxury footwear
TRX
Health Resources
Vitamin Research Products
Re-inventor of functional exercise suspension
training equipment marketing to consumers,
commercial gyms, and the military
Leading marketer of high-quality nutritional
supplements marketing its targeted product
portfolio via direct mail and the internet
Develops, manufactures, markets and sells
premium and science-based nutritional
supplements via direct mail and internet
Former PORTFOLIO companies
MEDLEY
GLOBAL ADVISORS
Integrity Interactive Corporation
Medley Global Advisors
eatZi’s Market & Bakery
Provider of web-based corporate ethics and
compliance training services
Provider of policy information to banks, hedge
funds, mutual funds and institutional investors
Specialty retailer of “to go” prepared meals
Urban Decay
Hanna Andersson
Decision Resources
Color cosmetics brand marketing its products
through domestic and international specialty
retailers, better department stores, and the internet
Designs, sources, and markets children’s apparel
and accessories through its catalog, web site,
and retail stores
Publisher of premium competitive information
and market research reports for pharmaceutical,
biotech, medical care and managed care industries
Betsey Johnson
Astor & Black
Fuze Beverages
Designer, marketer, retailer, and wholesaler of
women’s contemporary apparel and accessories
Provider of custom clothing marketing its
products online and through its professional
clothiers
Manufactures and markets vitamin infused juice
drinks and teas