16
Fueling Growth For Emerging Brands

Catalyst Presentation

Embed Size (px)

Citation preview

Page 1: Catalyst Presentation

Fueling Growth For Emerging Brands

Page 2: Catalyst Presentation

Cat•a•lyst: nounA force that provokessignificant change throughenergy and action

Page 3: Catalyst Presentation

DOMINIC RISPOLI, Managing Partner. New YorkSenior executive with over 20 years experience in corporate finance, capital raising and mergers & acquisition strategy. Over $8 billion in equity capital and M&A for global consumer product and specialty retail companies

EXPERIENCEBarclays Capital, Group Head - Retailing GroupLehman Brothers, Managing Director, Global CP & Retailing GroupJPMorgan Chase, Associate, Structured Finance

OTHERMBA, Kellogg Graduate School of ManagementBoards: GVG Capital, Duchess Marden, Ridgefield AcademyMarried with 2 children; enjoys biking, travel and entrepreneurship

who we are

Page 4: Catalyst Presentation

J. RICK CUSICK, Managing Partner. San Francisco

Senior executive with over 25 years of experience in branding, product development, merchandising, marketing and strategic planning for high-growth, global branded consumer products and retailing companies

EXPERIENCE Zoom Retail Systems, EVP LVMH (DFS), SVP Merchandising, Planning and Distribution Bon Ton Stores, SVP & GMM May Department Stores, DVP & DMM

OTHER Boards: Duchess Marden, Regent Pacific Married with 2 children; enjoys biking, sports, writing and music

who we are

Page 5: Catalyst Presentation

It’s 2007: Two brilliant, energetic consumer products pro’s identify the opportunity to help young, innovative brands find their necessary footing. Early 2009: Convinced of a impending changing of the guard in the brand world and an even greater shift in consumer wants, they decide the time has never been better for emerging brands to make their mark…. ….Enter Catalyst Brands

the story

Page 6: Catalyst Presentation

BUSINESS POSITIONING

Provide business positioning services to

high growth clients:

Business planning

Growth assessment

Financial evaluation

Executive summary

Investor presentation

Financial model

FUNDRAISINGADVISORY

Advise and position the company to raise capital or sell a stake by creating:

Investor presentation

Executive summary

Financial model

Target investor list

Valuation analysis

Structure guidance

STRATEGIC ADVISORY

Advise on effective expansion strategies for

financial strength:

Create and execute growth thesis

Partnerships with strategic partners

Joint Ventures

Mergers & Acquisition

OPERATIONAL ADVISORY

Provide strategic management advice and

execution:

Brand positioning

Pricing strategy

Licensing

Distribution strategy

Marketing plan

Financial controls

what we do

Page 7: Catalyst Presentation

partner profile

SECTORS

Health & Wellness

Beauty

Baby & Kids

Food & Beverage

Fitness & Sporting Goods

Apparel & Accessories

Pets

Specialty Retail

Direct to Consumer

SUCCESS POINTS

Product & vision defined

Brand traction established

Strong consumer adoption

First phase distribution underway

Profitable or path to profitability demonstrated

SIZE

Revenues between $1mm and $25mm

Strong gross profit model

Initial level of scale

Potential to be at least $25mm to $100mm in 3-5 years

CHARACTERISITCS

Innovative, interesting ‘reason to be’ Genuine point of difference to competition

Significant opportunity to gain large market share Passionate Founder / Management

Page 8: Catalyst Presentation

our experience – consumer products

Page 9: Catalyst Presentation

our experience - retail

Page 10: Catalyst Presentation

case studies

Page 11: Catalyst Presentation

strategic & funding advisorRUME BAGS OBJECTIVES Position the company for capital raising Strategically evaluate and expand distribution

CATALYST DELIVERABLES Evaluate business model & productivity Facilitate new retail partner introductions Create compelling investor presentations Develop fully integrated financial model Create comprehensive potential investor list Develop valuation and security structure Organize effective fund raising process

RESULTS: Built out integrated 5 year financial model, demonstrating unique growth opportunity Expanded distribution into on line channels Catalyst completed successful VC funding, closed November 2010

RuMe Bags is a designer and wholesaler of compactible, eco-friendly bags and other storage

solutions. The Company’s products are fashionable, functional & affordable. RuMe Bags are distributed

through specialty stores, The Container Store, and online.

Page 12: Catalyst Presentation

business development advisorMATTINGLY OBJECTIVES Add complementary product extensions Expand equity capital base to support growth

CATALYST DELIVERABLES JV partner for new youth brand -- providing design innovations, retailer introductions and financial analysis Created a compelling investor package, including presentations and financial models Organized the fund raising process

RESULTS TO DATE Created new branding message and graphic design approach Developed new product assortment, targeting the untapped youth player market Organization and introduction to 50+ high quality investors

Mattingly Sports is a leading baseball and softball equipment company. The Company is an innovator

in baseball bat handle technology through its patented VGRIP handle. Mattingly has extended its line to include batting gloves, bags, fielding gloves and training aids Its products are sold in

leading retailers including Dick’s Sporting Goods, The Sports Authority and Modell’s as well as online.

Page 13: Catalyst Presentation

distribution expansion & funding advisorDUCHESS MARDEN OBJECTIVES Evaluation of business model and distribution Expand equity capital base to support growth General strategic management advice & guidance

CATALYST DELIVERABLES Analysis of existing distribution productivity Develop distribution expansion plan Create an integrated financial plan Create compelling investor package, including presentations and financial models

RESULTS TO DATE Developed integrated 5 year financial model Built out 5 year distribution roadmap, demonstrating brand upside, opened key specialty retail account Negotiated and opened international channel Catalyst completed successful Angel funding, closed August 2010

Duchess Marden is a high-growth, eco-prestige natural and organic skincare brand. The Company’s

products are based upon the therapeutic qualities of rose water and are packaged in beautiful, striking packaging.

The line is sold in boutiques, apothecaries and green grocers such as Whole Foods.

Page 14: Catalyst Presentation

Weatherproof is a leading designer and wholesaler of fashion and performance outerwear, sweaters and other apparel and accessories. The Company sells its products

through leading department and specialty stores. In addition, the Company has a division called

MV Sports, which provides customized apparel and accessories to the college bookstore, resort and

corporate promotions markets.

WEATHERPROOF OBJECTIVES Add complementary product extensions Evaluate acquisitions that meet expansion criteria

CATALYST DELIVERABLES Evaluate acquisition candidates across a number of sectors Provide “pros”/”cons” analysis of target Conduct due diligence on any viable targets Provide all valuation and financial analysis Assist in purchase price negotiation strategy

RESULTS Developed initial acquisition presentation package Played lead role in negotiations Engagement still active

m&a expansion strategy advisor

Page 15: Catalyst Presentation

new channel & product strategyDELIVERY AGENT OBJECTIVES Assess viability and build model for launch of on line private sale business Study competitive landscape, size market and identify build or buy strategy

CATALYST DELIVERABLES Develop long term business model Launch site and establish beta data points Develop creative look and feel, user interface and IA Secure high quality brand partners for participation Create a fully integrated financial model Assist in negotiation of acquisition of competitive site

RESULTS Successful acquisition of competitive site, with data base and in house production and established logistics capabilities

Named the #1 Privately Held Media Company by Inc. Magazine, Delivery Agent is the leader in next

generation commerce solutions for the world’s biggest brands. Delivery Agent powers a new breed of commerce through web, mobile and interactive

television platforms, Delivery Agent has created a new playing field from which entertainment partners such

as Discovery, HBO, NBC and UFC can expand their commerce reach to millions of new consumers

around the globe.

Page 16: Catalyst Presentation

DOMINIC RISPOLIManaging Partner

New YorkTel: 646.427.5791

[email protected]

J. RICK CUSICKManaging Partner

San FranciscoTel: 415.302.2111

[email protected]