INVESTMENT focuS - Castanea Partners

INVESTMENT focus
Castanea Partners is principally focused on investing in high-engagement consumer brands and marketing services
companies that enable such brands to connect most successfully with target customers. We also seek to invest in
select business-to-business must-have information service providers. 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 and corporate directors.
Differentiated CONSUMER Brands
Multi-channel direct-to-consumer
• S pecialty Apparel, Footwear,
and Accessories
• Specialty Retail
• Catalog
• Beauty and Personal Care
• Online Commerce
• Food and Beverage
• Multi-Level Marketing
• S porting Goods, Outdoor and Leisure
• Direct Response
• Household Products
marketing and information services
• Digital Marketing Services:
- Marketing Analytics
- Digital Advertising Technology
- Online and Performance-Based
Marketing
• Interactive Content and Commerce
• Information Services
• Health and Wellness
INVESTMENT/OPERATING EXPERIENCE
Portfolio Companies: drybar • Astor & Black • Betsey Johnson • Donald J Pliner • Health Resources • Ippolita • TRX
Urban Decay • Vitamin Research Products
Former Portfolio Companies: D
ecision Resources • eatZi’s • Fuze Beverages • Hanna Andersson • Integrity Interactive
Medley Global Advisors
INVESTMENT STRUCTURE
Equity Investment Size: $20mm – $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: 617.630.2400 | 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 we believe our expertise allows us to:
1) be highly credible participants in the
investment process
2) perform effective and efficient due diligence
3) p
artner closely with selling founders or management to
identify and execute significant value creating strategies
4) deliver superior returns to our investors.
CURRENT PORTFOLIO
drybar
TRX
Astor & Black
Drybar is a leading blow-dry bar retail
concept offering its customers blowouts
exclusively combined with a unique
experience outside of the traditional
hair salon.
TRX reinvented functional exercise with
the introduction of its TRX Suspension
Training equipment and related content.
TRX markets its products to consumers,
commercial gyms, and the military
domestically and internationally.
Astor & Black is a premier provider of custom
clothing including suits, shirts, and casual apparel,
and markets its products online and through its
professional clothiers, who visit customers directly
at their homes or offices.
Donald J Pliner
Health Resources
Vitamin Research Products
Donald J Pliner is a premier designer and
marketer of women’s and men’s luxury
footwear and sells its products through over
400 specialty and upscale department stores,
company-owned retail stores, and online.
Health Resources is a leading marketer
of high- quality nutritional supplements
marketing its targeted product portfolio
to consumers through direct mail and
the Internet.
Vitamin Research Products develops, manufactures,
markets and sells premium and science-based
nutritional supplements to customers and
practitioners via direct mail and the Internet.
Urban Decay
Ippolita
Betsey Johnson
Urban Decay is a leading color cosmetics
brand with a focus on imaginative products
and vibrant colors marketing its products
primarily through domestic and international
specialty retailers, better department stores,
and the internet.
Ippolita is a premier designer and marketer of
luxury fashion jewelry and accessories under
the Ippolita brand
Betsey Johnson is a premier designer, marketer,
retailer and wholesaler of women’s contemporary
apparel, accessories and related products.
Integrity Interactive Corporation
Fuze Beverages
Decision Resources
Integrity Interactive is a leading provider
of web-based corporate ethics and compliance
training services to the Global 2000.
Fuze manufactures and markets vitamin
infused juice drinks and teas targeting
health conscious consumers.
Decision Resources is a leading publisher
of premium competitive information and
market research reports for the pharmaceutical, biotech, medical devices and managed
care industries.
FORMER PORTFOLIO COMPANIES
MEDLEY
GLOBAL ADVISORS
Hanna Andersson
Medley Global Advisors
eatZi’s Market & Bakery
Hanna Andersson designs, sources and
markets children’s apparel and accessories
through its catalog, web site and retail stores.
MGA is a premier provider of policy
information on monetary, fiscal, regulatory
and political developments to many of the
world’s leading banks, mutual funds, hedge
funds and other institutional investors.
eatZi’s is a specialty retailer of prepared meals
“to go” targeting customers who value both
convenience and exceptional food.