CAPITAL

OVERVIEW

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

Investment Partner

TRAUB

Strategic Partner

Patient Capital

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

Introduction

TRAUB CAPITAL is the specialized Private Equity investment group of Marvin Traub Associates (“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 and entrepreneurs 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