Deal History

100+ total transactions representing $15B+ in aggregate value — 10 tracked below spanning 2019–2026 · 3 industries

100+
Total Transactions
3
Industries
2019–2026
Years Active
Consumer Products7
Sale of Navitas LLC to Laird Superfood2026
Strategic acquirer: Laird Superfood

Exclusive financial advisor to Navitas LLC on $38.5M sale to Laird Superfood. Navitas is a leading premium organic superfoods brand with 20+ year history.

$35M-$40MSell SideSell Side Advisor
Acquisition of Better Being by Snapdragon Capital/SVP2025
Acquired by PE: Snapdragon Capital Partners / Strategic Value Partners

Co-financial advisor (with William Blair) to Better Being on acquisition by Snapdragon Capital Partners syndicate with financing from SVP. Better Being is a vertically integrated dietary supplements manufacturer.

Sell SideCo Advisor
Sale of Hiya Health to USANA Health Sciences2024
Strategic acquirer: USANA Health Sciences

Exclusive financial advisor to Hiya Health on sale of 78.8% controlling stake to USANA for $205M cash. Hiya is a leading DTC children's health & wellness brand with $103M LTM net sales.

$200M-$210MSell SideSell Side Advisor
Sale of VOOST to Procter & Gamble2021
Strategic acquirer: Procter & Gamble

Financial advisor on sale of VOOST, an Australian effervescent supplements brand targeting Millennial and Gen-Z consumers, to Procter & Gamble.

Sell SideSell Side Advisor
Sale of Liquid I.V. to Unilever2020
Strategic acquirer: Unilever

Financial advisor on sale of Liquid I.V., a mission-driven pioneer in the hydration category with $700M in retail sales, to Unilever.

Sell SideSell Side Advisor
Sale of W3ll People to e.l.f. Beauty2020
Strategic acquirer: e.l.f. Beauty

Financial advisor on sale of W3ll People, a pioneer in clean, plant-powered beauty, to e.l.f.

Sell SideSell Side Advisor
Sale of OLLY to Unilever2019
Strategic acquirer: Unilever

Exclusive financial advisor on sale of OLLY, an innovative disruptor in the vitamins and supplements category, to Unilever.

Sell SideSell Side Advisor
Consumer Services1
Sale of Habit to Viome from Campbell Soup2019
Strategic acquirer: Viome

Exclusive financial advisor to Campbell Soup and Habit on sale of personalized nutrition company Habit to Viome.

Sell SideSell Side Advisor
Healthcare Products2
Sale of Bonafide Health to Pharmavite2023
Strategic acquirer: Pharmavite (Otsuka subsidiary)

Lead financial advisor to Bonafide Health on $425M cash sale to Pharmavite. Bonafide is a pioneer in next-generation clinically studied women's health products. Industry-defining transaction in women's health sector.

$420M-$430MSell SideSell Side Advisor
Sale of Metagenics to Gryphon Investors2021
Acquired by PE: Gryphon Investors

Co-lead financial advisor (with Nomura Securities) to Alticor on sale of Metagenics to Gryphon Investors. Metagenics is a leading global practitioner-recommended nutritional supplement company.

Sell SideCo Advisor