On the forefront of an evolving consumer landscape, forecasting trends, finding patterns and watching the evolution of consumer tastes and preferences.
Investment Banking capabilities for
the Consumer sector
Focusing exclusively on consumer businesses, our experienced professionals understand the strategic positioning, brand value, unit economics and growth prospects of successful consumer companies. We stress the underlying fundamentals of purchasing, merchandising, marketing, pricing, distribution and customer service as well as understanding the latest in information technology. In today’s modern marketplace, consumers continue to rapidly shift loyalties and allegiances between concepts and brands.
Our combined years of experience are brought to bear in the proper positioning of our clients’ stories.From traditional storefronts to cutting edge direct marketers, and established restaurant companies to fast growing new cuisine, we understand our clients’ needs and bring sharp insights and unrivaled execution to each transaction.
Our sector focus includes:
- Consumer Products
- Lifestyle Brands
- Luxury & Accessories
- Craft Brewing
- Footwear, Apparel & Licensing
- Tobacco, Food & Beverage
- Healthy Living
Headquartered in Calgary, Alberta, Sundial is a private cannabis licensed producer in Canada.
Turning Point Brands is a leading provider of non cigarette Other Tobacco Products and adult consumer alternatives.
Neptune Wellness Solutions specializes in the extraction, purification, and formulation of health and wellness products.
Scott LemoneManaging Director and Head, Consumer646 562 1281
Michael CampbellManaging Director, Equity Capital Markets415 646 7262
Alexander ChefetzManaging Director, Consumer646 562 1116
Gavin O'ReillyManaging Director, Consumer - Cannabis415 646 7261
Daniel SchnurmanManaging Director, Consumer646 562 1266
Townsend ZieboldManaging Director, Consumer646 562 1122
Fred SeegalVice Chairman, Investment Banking646 562 1146
Michael CellaDirector, Consumer415 646 7288
Kevin S. RollagDirector, Consumer and Mergers & Acquisitions646 562 1194
Head of Retail and Consumer
D 646 562 1281
Research capabilities for
the Consumer sector
To understand consumer businesses, our research team combines on the ground research with proprietary data driven research to help inform investment opinions.
Forecasting the peaks and troughs in the consumer cycle is challenging but understanding how prior cycles evolved and how leading, coincident and lagging indicators for the consumer change as macroeconomic cycles evolve can assist in the generation of investment theses across the consumer spectrum. In addition, proprietary survey work, such as our Consumer Tracker Survey, has provided insights into consumer behavior which helped to support several prescient stock calls.
Our research team has a pulse on consumer trends, identifying those industries and stocks most likely to be impacted by emerging trends, industry disruptors and changing consumer allegiances.
Our research coverage includes:
- Alcoholic Beverages
- Apparel, Footwear & Textiles
- Non-alcoholic Beverages
- Retailing / Broadlines & Department Stores
- Retailing/Specialty Stores
Vivien AzerManaging Director, Consumer - Beverages, Cannabis & Tobacco646 562 1351
Helane BeckerManaging Director, Industrials/Consumer - Airlines646 562 1399
Oliver Chen, CFAManaging Director, Consumer - Retailing/Department Stores, Specialty Softlines & Luxury646 562 1424
John Kernan, CFAManaging Director, Consumer - Retail & Consumer Brands646 562 1324
Kevin Kopelman, CFAManaging Director, Consumer/Technology, Media and Telecom - Hotels; Online Travel646 562 1348
Andrew Charles, CFADirector, Consumer - Restaurants646 562 1332