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
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:

  • Retail
  • e-Commerce
  • Consumer Products
  • Lifestyle Brands
  • Luxury & Accessories
  • Craft Brewing
  • Footwear, Apparel & Licensing
  • Tobacco, Food & Beverage
  • Healthy Living
  • Fitness

Learn more about our investment banking expertise

Latest Transactions

  • 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.


General Contact

Scott Lemone
Head of Retail and Consumer
D 646 562 1281

Research capabilities for
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:

  • Airlines
  • Alcoholic Beverages
  • Apparel, Footwear & Textiles
  • Cannabis
  • E-Commerce
  • Hotels
  • Non-alcoholic Beverages
  • Restaurants
  • Retailing / Broadlines & Department Stores
  • Retailing/Specialty Stores
  • Tobacco

Learn more about our research expertise


General Contact

Robert Fagin
Head of Research
D 646 562 1310

Lisa Thomas
Associate Director of Research
D 646 562 1388