Our Approach

Investment Strategy and Operations Expertise

  • Proactive, Thematic Investment Identification and Sourcing

    We actively identify consumer sub-sectors and seek out the best companies and management teams in those industries.  We only focus on growing sub-sectors we know or easily understand

  • Growth-Driven Value Creation

    We work with management teams to ensure they have the resources and expertise to identify market opportunities, avoid pitfalls and drive sustainable growth

  • Our Principals and Operating Advisors Can Lend Expertise in All Key Functional Areas

    • Operations
    • Sales
    • Marketing
    • Product Development and Merchandising
    • Human Resources
    • Finance
    • Supply Chain Management

  • Financing and Transaction Structure Expertise

    While we don’t rely on financial engineering to generate investment returns, our operational proficiency is complemented by over 30 years of experience developing transaction structures and financing solutions to meet a wide variety of company needs and market conditions

Investment Criteria

  • Company Characteristics

    • Secular Tailwinds Driving Sub-Sector 
    • Resilience in a Variety of Economic Conditions 
    • Defensible Market Positioning and Sustainable Margin Profile 
    • Multiple Avenues for Organic Growth 
    • Strong Fit with Palladin’s Experience and Capabilities

Representative Consumer Sub-Sectors
of Particular Interest

Investment Scenarios

Investment Types

  • Control oriented but will consider structured minority
 positions in select cases
  • Focus on first institutional capital in founder-owned and led
 businesses but have experience with corporate carve outs
 and restructuring situations
  • Buyouts, recapitalizations, growth equity investments
  • Buy and build strategies

Geography

North American focus with global experience, including operating companies in LATAM, Europe and Asia and sourcing globally

EBITDA

$5–$25 million

Revenue

$25–$250 million

Target
Investment Size

$25–$100 million with ability to scale up as needed

Partnership Approach to Investing

We partner with founders and management teams to help strong businesses reach their next stage of growth. Our approach is grounded in alignment, collaboration, and trust. We provide strategic guidance, operational experience, and access to a broad network of resources while allowing management teams to continue leading the business day-to-day

Partnership

We strive to be trusted partners to founders and management teams.

Alignment

We typically invest alongside management teams and incentivize all parties to achieve the same objectives.

Collaboration

We have a successful track record of working with founders to provide them with liquidity while providing the resources for them to continue to grow their businesses. We understand how to run businesses but stay out of the way of day-to-day management while offering our expertise and resources where needed.

Long-Term Relationships

We form strong relationships with the owners and management teams with whom we partner and often find ourselves investing and working together on other opportunities.

Outside Resources

We often introduce external resources or investors and are true believers in having as many smart voices around the table as possible.

Operational and Investment Expertise.

Contact Us