Investment Focus & Thesis

Coast Capital focuses on consumer brands and direct-to-consumer companies with a thesis centered on the growth of brand-focused consumer businesses: Investment Range Equity investments typically ranging from $25 million to $150 million in companies with enterprise values of $50 million to $500 million. Sector Focus Consumer brands, direct-to-consumer, and consumer retail. Consumer brands — Branded consumer products and lifestyle brands Direct-to-consumer — DTC e-commerce and subscription brands Consumer retail — Specialty retail and omnichannel retail Food & beverage — Food and beverage brands and manufacturers

Portfolio Companies

Coast Capital has built a portfolio of consumer brands and DTC companies: Lifestyle Brands Co Premium lifestyle and home goods brand DTC Commerce Platform Direct-to-consumer e-commerce brand Consumer Products Group Consumer products manufacturing Beverage Brand Holdings Premium beverage and spirits brand Wellness Brand Corp Health and wellness products brand Retail Brands Inc Specialty retail brand platform

What Coast Capital Looks For

Based on their investment approach, Coast evaluates opportunities based on: Brand equity — Strong brand recognition and customer loyalty Product differentiation — Unique products with strong customer adoption Growth potential — Clear pathways to market expansion Management teams — Experienced consumer industry executives Channel strategy — Strong omnichannel presence and capabilities }> Pro Tip Coast Capital brings deep consumer brand expertise and marketing capabilities. They look for companies with strong brand equity that can benefit from capital and strategic guidance.

The Value of Financial Preparedness

Consumer brand investors expect professional financial infrastructure and brand metrics: Brand Metrics • Customer lifetime value • Repeat purchase rates • Brand awareness • Net promoter scores Financial Data • Revenue by channel • Gross margins • Marketing efficiency • Inventory turnover }> How Eagle Rock Helps We help consumer brand companies prepare for PE investment by building professional financial infrastructure, creating detailed brand metrics, and ensuring your financials are investor-ready.

Frequently Asked Questions