CAPITAL

OVERVIEW

An investment partnership group, focused on the consumer/retail sector, which combines investment experience, strategic industry expertise, and patient capital

Investment Partner

Strategic Partner

Patient Capital

Our mission is to partner with owners, entrepreneurs and management to build leading heritage brands into global consumer platforms over a long-term horizon

Introduction

TRAUB CAPITAL is the specialized Private Equity investment group of TRAUB which focuses on investments in the consumer/retail sector.

TRAUB is a global business development firm, focused on accelerating and optimizing companies in the consumer/retail sector. TRAUB’s extensive expertise in building brands coupled with its network of operating partners provide the tools necessary to accelerate the growth of portfolio companies.

TRAUB CAPITAL INVESTMENT VERTICALS

  • Apparel & Accessories

  • Health, Beauty & Wellness

  • Specialty Retail

  • Consumer Products

  • Food & Restaurant

Investment Focus

Industry Focus
  • TRAUB Capital principals have significant experience investing and building consumer companies
  • Specialized in multiple attractive verticals within the large and growing consumer/retail sector
Investment Size
  • Approximately $20-30MM investment per transaction
  • Potential for larger co-investment opportunities
  • Majority control or strongly protected minority stakes
Stage
  • Focus on lower middle market companies nearing a growth “inflection point”
  • Generally, revenues from $50 – $250MM
  • $10 to $25MM in EBITDA
Deal Sourcing
  • Access to proprietary deal flow
  • Extended network of operating partners and their relationships
  • Leverage extensive industry relationships for direct origination

Strategic Differentiation

We are a differentiated investor with both financial and strategic resources:

  • Specialization in helping invest and build branded consumer / apparel / retail businesses
  • Experience partnering with owners, entrepreneurs and management of growth companies
  • Unique resources and network of industry relationships
  • Operating partners to assist building/optimizing the operations, organization and team
  • Business development expertise in the U.S. and around the world to accelerate the development and execution of growth strategies
  • Industry knowledge to provide insights and keep a pulse on market trends and cycles
  • Strategic investors that can provide further resources and growth

Principals

Strong combination of different experiences and expertise

Industry Specialization

Mortimer Singer

Chief Executive Officer

  • 15 years retail / consumer / brand industry experience
  • JPMorgan investment banking
  • U Penn

Operational Expertise

Geoffrey Lurie

President & COO

  • President, Marvin Traub Associates
  • 30 years operating experience
  • CEO /CRO for 20+ public and private companies, including The North Face
  • University of South Africa; CPA

Investment Experience

Brian Crosby

Managing Director, TRAUB Capital

  • Managing Director, Traub Capital
  • 20 years private equity investing experience
  • Sycamore Partners; Falconhead Capital; Kohlberg
  • Princeton; Harvard Business School

Operating Experience

Mark Demuro

Operating Partner, TRAUB Capital

  • Operating Partner, Traub Capital
  • 20+ years consumer / retail experience (PepsiCo; Unilever; MarketTools; Meridian)
  • 10+ years investment, board and strategic experience (Horizon Group; Lehman; Falconhead; ENVIPCO)
  • University of Pennsylvania

Operating Experience

John Hudspeth

Operating Partner, TRAUB Capital

  • Operating Partner, Traub Capital
  • 35 years consumer packaged goods experience
  • Unliever; Phoenix Brands
  • Michigan State University

Portfolio

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