The Plant-Based REVOLUTION March 2018
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32 Pleasant Street Sherborn, MA 01770 www.silverwoodpartners.com CONSUMER The Plant-Based REVOLUTION March 2018 Jonathan Hodson-Walker Lars Hem 508.651.2194 508.651.2110 [email protected] [email protected] Gwendalyn Moore Chuck Slotkin 508.651.8134 508.651.2194 [email protected] [email protected] MEMBER FINRA AND SIPC SILVERWOOD PARTNERS A specialized boutique investment bank focused on transaction advisory across three core industries TECHNOLOGY CONSUMER HEALTHCARE • Mobile & Wireless • Food and Beverage Products • HC Information Technology • LOHAS • Internet of Things (IoT) • HC Information Services • Natural • Big Data & Analytics • Organic • Technology Enabled Services • Augmented & Virtual Reality • Functional • Outsourced Medical Device • Artificial Intelligence • Active Lifestyle Products Technology • Media & Consumer Technology • Performance Apparel • OTC/Consumer/Pharma • Sports Equipment COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 2 SPECIALIZED INVESTMENT BANK – GLOBAL FOCUS Silverwood combines Tier I transaction advisory capabilities with a global focus: • Clients and active contacts in the Americas, Europe and Asia Pacific • Deep expertise in cross border transactions – understand the complexities and intricacies involved in executing complex, cross border deals Representative Silverwood Engagements and Clients COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 3 THE SILVERWOOD INVESTMENT BANKING TEAM Jonathan Hodson-Walker Lars E. Hem Founder, Managing Partner Managing Director • 25+ years of investment banking experience in the US and Europe • Head of Silverwood’s consumer practice • MD and Group Head at Gleacher & Co. (First Albany) • Previous investment banking experience at J.P. Morgan, • Co-founded, co-managed IBD at H.C. Wainwright Valuefinder Group and Stonebridge Associates • Corporate Finance VP at CS First Boston in New York and London • Founder and former Co-CEO of CATZ Sports Performance (UK country desk) • Fulbright Scholar with MBA from the Kelley School of Business at • MBA in Finance and Strategy from The Kellogg School at Indiana University Northwestern University Ned Montenecourt Bryan J. Prohm Managing Director Advisor Managing Director • Founder and Managing Director of LaunchSail, a consulting group • 12+ years of international technology industry experience in focused on strategic introductions and intellectual capital business intelligence, consulting, market research and strategy • Previous roles as Director and Chief Compliance Officer of Risk- roles at Ericsson, Gartner and Motorola Distribution & Execution at BlackRock and Pierpont Securities • 8+ years of TMT equity research experience at Cowen & Company • BS and BA, Finance and Architecture from Lehigh University • B.A. in International Studies from UNC Chapel-Hill and M.A., Russian & East European Studies from University of Michigan Gwendalyn S. Moore Chuck Slotkin Senior Analyst Managing Director Advisor • He is also the Founder and Managing Director of Nature’s Equity • Consumer, Technology, and Healthcare coverage • Focused on the sustainable consumer products sector since the • Previous experience in strategic business operations at VMTurbo early growth of the industry and technology investment banking at AGC Partners • Former banker with Herzfeld & Stern, and Gruntal & Co. • BA, summa cum laude, and MS in Economics from Tufts University • B.A. from Colorado College in Political Science, History and Economics, and an MBA from New York University’s Leonard N. Stern School of Business COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 4 INDUSTRY ADVISOR TEAM - CONSUMER Steven Bock Leslie Freytag Saul Katz Industry Advisor Industry Advisor Industry Advisor Former President and CEO of Senior Executive, Harry & Founder & CEO of New Era Rotobrush and Unger David, Neiman Marcus Nutrition Software Corporation Robert Genco Rimas Buinevicius Industry Advisor Josh Kohnstamm Industry Advisor Founder Della Terra LLC Industry Advisor Co-Founder of Madcelerator Supplements Founder & CEO of Kohnstamm Communications David Gilby Oswaldo da Costa e Silva Industry Advisor Jim Lamie Industry Advisor Senior VP of Sales and Industry Advisor Founder of InnoCrest Business Development VP Global Marketing, SMS Consultancy at SweetLabs, Inc. Audio, Gillette Co. Fred Coutts Brad Haggen Industry Advisor Industry Advisor Nils-Michael Langenborg President and Founder of Board Member and Private Industry Advisor Waypoint Marketing Group Investor CEO, Whole Health Marketing Organic, Natural Living Markets Greg Doherty Mark Haas Allexe Law Industry Advisor Industry Advisor Industry Advisor EVP and Managing Director Sr. Partner at Helmsman Founder of Art Scinence Dietary Supplements Group, worked with Annie’s, Group, Consultant and Bolton & Company Kashi, Hain Celestial Mentor COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 5 INDUSTRY ADVISOR TEAM – CONSUMER (CONTINUED) Carol Nicholson Michele Sawyer Industry Advisor Industry Advisor Philip Teverow Owner and CEO of CEO and Founder Sawyer Industry Advisor International Marketing Design, Consumer and Founder Solid Brands Natural Company Healthy Living Industry Products Consulting Bill Patrizio Michael Schultz Michael Theodor Industry Advisor Industry Advisor Industry Advisor President Consumer Media, Managing Partner MGSS President of MTC Organic and RealNetworks, Leadership Roles Holdings, Founder, CEO Natural Products Consulting at Red Bee Media, Technicolor Sedulous Foods Marc Philouze Andy Stallone Eugene Wang Industry Advisor Industry Advisor Industry Advisor Advisor, AdviBio CEO of SAS Sales and Managing Partner at Sophie’s Former CEO, Marketing, Executive Kitchen DianaPlantSciences Consultant Jessica Pratt Julia Stamberger Industry Advisor Industry Advisor Founder, Next BIG Thing Group VP, Natural Sales, Food CEO, GP Concept Labs Service at Suja CEO & CSO, GoPicnic Brands COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 6 SILVERWOOD – PRINCIPAL DIFFERENTIATORS • Leading technology-focused boutique investment bank Industry Expertise • Understand industry dynamics– no learning curve; immediately effective • Active dialogue with industry professionals Industry Relationships • Constantly refresh contacts • Call from Silverwood implies competitive strategic deal • Active in focus sectors for almost two decades Industry Commitment • Senior level commitment to each deal • Presence at all major industry tradeshows • Focused on M&A and private placements – committed Results Oriented to achieving best available result • Process expertise; negotiation expertise Worldwide Reach • Experience in multinational deals • Active contact with international companies and investors COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 7 RELATIONSHIPS, REPUTATION, RESULTS Silverwood Partners – Premier Reputation within the Food and Beverage Industry • Maintains an active dialogue with large food and beverage • Organizes and hosts networking events at major industry buyers and private equity firms with an interest in the tradeshows – attendees typically include key consumer technology industry company executives and investors focused on the consumer sector • Proprietary industry knowledge base – constantly updated by active presence at industry tradeshows and a growing • Presents unique opportunity for industry professionals to network of industry advisors interact and network in a collegial setting • Industry analyses are widely disseminated to over 10,000 • To sign up for Silverwood’s weekly newsletter, follow the contacts throughout the institutional community link below: Attendance at All Major Tradeshows Consumer Weekly Newsletter Weekly email that details industry relevant financing information: • M&A transactions • Private placement transactions • New investment funds • And more… COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 8 INDUSTRY ADVISOR PROGRAM – INTERESTED? Formal Consulting Affiliation with Silverwood Partners Industry Advisor SWP Core Team ─ Personal Business Development Opportunity ─ Revenue Opportunity ─ Board Member Opportunities Access ─ Investment Opportunities + Action ─ Networking Opportunities ─ No Costs, Conditions, or Commitments Click Link to Learn More About Program Contact Silverwood Partners to Discuss Interest and Approach CLIENT Jonathan Hodson-Walker Elaine Murray Managing Partner Industry Advisor Liaison ENGAGEMENT 508-651-2194 508-651-2441 [email protected] [email protected] COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 9 TEAM HAS BROAD CONSUMER EXPERIENCE COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 10 REPRESENTATIVE TRANSACTIONS – CONSUMER AND HEALTHCARE Has been acquired by Has been acquired by Has received financing from An industry focused division of COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 11 PLANT BASED REVOLUTION – KEY THEMES Global Rise of Plant-Based Diets Emergence of Sustainable Urban Farming Plant-Based Options Driving Snack Category Growth Rapid Growth of Dairy Alternatives Market Edible Dairy Alternatives Becoming Multi-Billion Category Transformation of Protein Within Big Food Emergence of Pea Protein as Leading Alternative Protein Source Plant-Based Meats Find Mainstream Consumer Acceptance Sustainability Driving Development of Cellular Agriculture Spotlight: Plant-Based Athletes COPYRIGHT SILVERWOOD PARTNERS 2001-2018 PAGE 12 PLANT-BASED CONSUMPTION ON THE RISE GLOBALLY Health, Environmental, and Animal Welfare Concerns Key Drivers in Global Shift Towards Increasingly Plant-Based Diets • Consumers are increasingly looking to fill