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Feb 2022

42m 7s

How to Acquire for Capabilities

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CPG Exit Strategy: How to Build a Consumer Brand Strategics Will Acquire | Keith Levy Part 2

Keith Levy, Operating Partner at Sonoma Brands Capital Most consumer brand founders think about exit as an event. Keith Levy thinks about it as a design requirement. In the second of two episodes, Keith walks through what exit-ready actually looks like in CPG: the revenue and EBI ... Show More

CPG Due Diligence: The Operator Framework Behind a $1B Exit | Keith Levy Part 1

Keith Levy, Operating Partner at Sonoma Brands Capital Keith Levy backed an exit of just under $1B and a $400M exit using the same five-pillar framework, and he starts with the founder every time. Finance comes last. As Operating Partner at Sonoma Brands Capital, Keith has spent ... Show More

400 Acquisitions and a Failed Process: What Happens When You Don't Integrate

Matt James, EVP, CFO & Chief Acquisition Officer at Oakbridge Insurance Roll-up platforms that skipped real integration are getting exposed when they go to market. Buyers want proof of organic growth, clean data, and a platform that actually functions as one. A lot of processes a ... Show More

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