The Burbank Hafeli Schiller Group – Morgan Stanley Private Wealth Management
The Burbank Hafeli Schiller Group at Morgan Stanley Private Wealth Management has focused on helping food, beverage and consumer products entrepreneurs prepare for success and manage their financial lives for over 25 years. Mike Burbank’s family co-founded Bristol Farms, which was acquired by Albertsons in 2004, and Mike experienced the challenges of growing a business, coordinating tax and estate planning advice, and diversifying after a liquidity event first hand. Today the Burbank Hafeli Schiller Group manages over $1.7 billion and has been recognized by the Financial Times as one of the Top 400 Advisors in the United States every year from 2013 to 2017.
New Hope Network
The New Hope Network is at the forefront of the healthy lifestyle products industry. With solutions for the complete supply chain from manufacturers, retailers/distributors, service providers and ingredient suppliers, the network offers a robust portfolio of content, events, data, research and consultative services. Through its mission to grow healthy markets, the New Hope Network helps businesses identify the people, products, partnerships and trends that create opportunities to grow businesses and bring more health to more people.
Davis Wright Tremaine LLP
DWT is a full-service law firm with approximately 550 attorneys operating across our nine offices throughout the West and East Coasts of the United States, and in Shanghai, China. We are proud to have one of the most comprehensive and coordinated food and beverage legal teams in the United States. Our clients include food and beverage producers and distributors, packaged food companies, restaurants, franchisors, licensors, retailers, wineries, breweries and distilleries, importers, and wholesalers. We facilitate game-changing industry mergers and acquisitions, and litigate and resolve “bet-the-farm” disputes for food and beverage clients facing those transformational events.
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Aspect Consumer Partners
Aspect Consumer Partners is a leading, independent mergers and acquisitions, strategic and corporate finance advisory firm focused on advising consumer companies in healthy, active and sustainable living. Aspect Consumer Partners acts as trusted advisor to leading consumer products companies and their owners, offering thoughtful and innovative solutions backed by decades of experience. Our services include M&A advisory (sell-side and buy-side), valuation services, strategic alternatives evaluation, corporate finance advisory and strategic planning. Aspect Consumer Partners has unparalleled expertise and has advised on transactions with completed value in excess of $66 billion. What sets us apart? Experience. Focus. Integrity. Results.
Propeller Industries is a CFO and accounting partner for emerging companies that have outgrown bookkeeping but can’t yet rationalize hiring an in-house team. Propeller has taken clients from seed stage through exit and from $0 to over $100M in revenue, but the firm specializes in funded, consumer products, food & beverage, technology and services firms with annual revenue between $2M and $20M. Selected CPG clients and alumni include Krave Jerky, Sir Kensington’s, Chameleon Cold Brew and Kite Hill Foods. Consumer and tech clients include Casper, Giphy and TheSkimm.
Mezzetta is a family-owned California food company, offering a large variety of high quality, delicious products that include olives, peppers, pickled vegetables, and sauces. Since 1935, the Mezzetta family has scoured the world to bring the very best products into people’s homes. They strive to add joy to everything that they do. Their vision is to inspire people to add a little happiness to everyday life through food with the belief that when people share their food, they share a part of who they are.
Clif Bar & Company
Clif Bar & Company crafts nutritious and organic food to feed and inspire adventure, including the CLIF BAR® energy bar; CLIF Kid™, Nourishing Kids in Motion®; and LUNA®, The Whole Nutrition Bar. Family and employee-owned, the company is committed to sustaining its people, brands, business, community and the planet.
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 600 professionals in the United States – as well as an office in Bengaluru – we help clients succeed around the world. BPM’s Consumer Business Industry Group understands the multifaceted sectors that make up the consumer industry – from online retail to food and beverage industries. Alongside our corporate tax, R&D tax and audit services, we provide world-class bookkeeping, outsourced accounting, and advisory services that span from Valuations and Appraisals to Managed IT Services.
We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. To learn more, visit us at http://bpmcpa.com
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ICA Fund Good Jobs
ICA is an Oakland-based nonprofit that works that invests in high potential businesses to create economic freedom and good jobs for those who need it most. ICA works with Bay Area small business owners who have historically been left out of our mainstream financial systems. Through its Good Jobs Accelerator and innovative investment strategies, ICA helps underrepresented entrepreneurs access the capital and support they need to grow and thrive.Visit the Website
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UNFIVisit the Website
Shore Capital, a Chicago-based private equity firm with offices in Nashville, is focused on microcap investments within the Healthcare, Food and Beverage, Business Services, and Real Estate industries. Shore supports management partners with capital, business development expertise, and industry knowledge to accelerate growth, fund acquisitions, and generate value for shareholders. Shore targets investments in proven, successful private companies with superior management teams, stable cash flow, and significant growth potential, including organic growth and growth through industry consolidation. Shore has $2 billion of equity capital under management through various investment vehicles. For more information, please visit: www.shorecp.com.Visit the Website
Whole Foods Market
Who are we? Well, we seek out the finest natural and organic foods available, maintain the strictest quality standards in the industry, and have an unshakeable commitment to sustainable agriculture. Add to that the excitement and fun we bring to shopping for groceries, and you start to get a sense of what we’re all about. Oh yeah, we’re a mission-driven company too.Visit the Website
Wendel Rosen LLP
Wendel Rosen has been a leader in sustainability for the past 16 years. Establishing ourselves as the first certified green law firm, founding a Green Business Practice serving companies focused on sustainability, and helping draft Benefit Corporation legislation for the State of California – we live our values. We represent food and beverage companies large and small. While these companies share the basic legal needs of any business, there are areas that require extra consideration, from relationships with co-packers and suppliers to special labeling laws. The firm’s multi-disciplinary practice balances trusted service with sophisticated advice to help our clients navigate entity formation, regulatory compliance, contracts, investment, brand management and protection, employment matters, litigation, and M&A. For more, please visit www.wendel.com.Visit the Website
Moss AdamsVisit the Website
Community Bank of the Bay
Established in Oakland in 1996 as California’s first Community Development Financial Institution (CDFI) bank, Community Bank of the Bay is an independent, community-focused bank whose mission is to foster and promote economic development in the communities we serve. CBB has been awarded numerous awards from the federal CDFI Fund in recognition of our performance and impact serving distressed communities. CBB is an innovative Bank having created the Bay Area Green Fund (BAGF) in 2006 to promote environmental stewardship. The BAGF empowers clients to designate their deposits to be used only for businesses and projects that have a positive impact on the environment. One of the BAGF’s primary focus areas is to seek out lending opportunities that promote and support businesses engaged in Sustainable Food Systems.Visit the Website
BraunHagey & Borden
BraunHagey & Borden LLP is a boutique law firm based in San Francisco and New York. BHB represents leading emerging and high growth companies with an emphasis on food, beverage, technology and other consumer branded businesses. Our corporate transactional practice specializes in equity and debt financings and mergers and acquisitions with venture and private equity-backed companies. Over the last three years, we have represented our clients in financing and sale transactions with an aggregate value of over $3 billion. In addition to our core venture practice, our team leads public offerings and other SPAC-related transactions, and routinely helps guide companies through high-stakes changes of control and founder transition events with minimal business disruption.Visit the Website
Parabolic is an Oakland and Detroit based shopper marketing agency that creates Ideas with Trajectory: insights-based concepts and innovative activations to help brands with a mission grow by understanding the needs of retailers and shoppers, giving them both reasons to buy. Backed by decades of “big CPG” experience, we help plan, sell in, and execute integrated “screen to shelf” marketing for new products, new distribution, seasonal campaigns, and other initiatives that drive retail sales for food, snacks, beverages, personal care, and cannabis in natural and mainstream grocery, drug, mass and dispensaries.Visit the Website
Heffernan Insurance Brokers
Heffernan Insurance Brokers, formed in 1988, is one of the largest independent insurance brokerage firms in the United States. Heffernan provides comprehensive business insurance, personal insurance, employee benefits and financial services products to a wide range of businesses and individuals nationwide. With a commitment to people, we value a culture dedicated to serving our clients’ needs in an effort to protect their valuable assets and assist in making smart decisions for their business or family.Visit the Website
FORTIS Solutions Group
Fortis Solutions Group is a packaging company providing flexible packaging, pressure sensitive labels and pouches to a wide range of markets including companies in the natural products space.
Product packaging is at the forefront of any sustainability discussion today. Brand owners and retailers are sensitive to the environmental impact of packaging and consumers want the minimal amount of packaging as a means to reduce solid waste.
We have spent considerable research and development time and dollars on developing viable recyclable and compostable products for our customer’s packaging. We are at the forefront of trialing new materials and methods and we maintain close relationships with our material vendors to source and promote renewable materials.Visit the Website
MISTA helps startups and large organizations optimize ideas, products, people and investments as they work toward solving some of the world’s greatest challenges while also taking advantage of some of the greatest innovations and opportunities in the food and beverage industry.
On their own, no one company or organization can solve our biggest food challenges. MISTA is creating a multi- dimensional, hyper-connected ecosystem to bring ALL aspects of the food system together to address challenges the ENTIRE food system is experiencing.
All of this comes together at the MISTA Optimization Center (MOC), a state-of-the-art development lab and co-working space located in San Francisco.Visit the Website