Investment Focus & Thesis

L Catterton focuses on consumer-facing companies with strong growth potential: Investment Range Equity investments typically ranging from $50 million to $500 million in growth equity and buyout transactions. Sector Focus Consumer brands, retail, food and beverage, and wellness. Consumer Brands — Branded consumer products and direct-to-consumer brands Retail — Specialty retail, e-commerce, and retail concepts Food & Beverage — Food manufacturing, restaurants, and beverage companies Wellness — Fitness, beauty, and personal care Education — Consumer education and training services

Notable Portfolio Companies

L Catterton has built a diversified portfolio across consumer and retail: Company Sector Notes Chobani Food & Beverage Greek yogurt Sweetgreen Food & Beverage Fast-casual restaurant ClassPass Wellness Fitness marketplace Peloton Wellness Connected fitness Fabletics Retail Athleisure apparel Warby Parker Retail Eyewear Habit Food & Beverage Health food L Catterton's portfolio reflects their focus on category-defining consumer brands with significant growth potential.

What L Catterton Looks For

Based on their investment patterns, L Catterton evaluates opportunities based on: Brand equity — Strong consumer brands with emotional connections Market opportunity — Large addressable markets with growth potential Growth trajectory — Companies with demonstrated high growth rates Management teams — Experienced operators with consumer industry expertise Differentiators — Unique products, channels, or business models }> Pro Tip L Catterton is the largest consumer-focused PE firm, bringing deep sector expertise and global resources. They look for brands with strong consumer connections and clear paths to scale. Be prepared to demonstrate your brand equity and growth trajectory.

How to Connect With L Catterton

Approaching L Catterton requires demonstrating your brand strength: 1 Showcase Brand Equity Demonstrate your brand strength, customer loyalty, and emotional connection with consumers. 2 Present Growth Trajectory Show your revenue growth, customer acquisition rates, and market share gains. 3 Prepare Financial Metrics Be ready to discuss revenue growth, EBITDA, margins, and unit economics. 4 Present Scaling Plan Show how additional capital will accelerate growth through expansion or product development.

The Value of Financial Preparedness

PE firms like L Catterton expect detailed financial information specific to consumer and retail: Consumer Metrics • Same-store sales growth • Customer acquisition cost • Customer lifetime value • Repeat purchase rates Financial Data • Gross margins • EBITDA margins • Inventory turnover • Supply chain costs }> How Eagle Rock Helps We help consumer and retail companies prepare for PE investment by building detailed financial models, unit economics analysis, and growth projections. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions