Whether value or volume driven, consumer goods call on relentless innovation, from incubation, to sourcing, industrialization and go-to-market strategies. CMI thrives on helping clients and investors identify their opportunity within an ever-changing landscape.
CMI’s in-depth knowledge of both consumer products and retail allows us to support our clients and their investments in all strategic business issues they may encounter
- Investment Thesis Validation and Pre-Acquisition Value Creation Strategy We conduct prospective studies of business sectors to assess the robustness and sustainability of their underlying assets, competitive intensity, and the depth of audience pools which might be acquired in correlation with a variety of investment scenarios.
We provide our clients with strategic support post equity investments to assess value creation potential associated with acquisition targets (repositioning, organic growth, diversification through adjacencies, international development, channel priorities relative to sales & marketing objectives). - Strategic Due Diligence
We analyze market fundamentals, underlying business assets and risks, as well as the target’s competitive landscape, the strength of its positioning, and the depth of its key differentiating factors. We validate the robustness of the Business Plan and identify additional levers for value creation. - Value Creation for Portfolio Companies
We support diverse sets of investment approaches: through organic growth, category diversification, acquisition of adjacent audiences or experiences, and international development strategies to maximize profitable growth. We may assist our clients during the implementation phase of their strategy and as they fund their next wave of growth, through the optimization of R&D investments (e.g. make or buy, platform vs products), supply chain, pricing strategy, or distribution models (direct or indirect, first or third party, in-store vs online retail, etc). - Exit Strategy Preparation
We develop objective, compelling equity stories and conduct in-depth vendor due diligence.
Consumer goods and retail sectors need to constantly reinvent themselves to maintain top-and-bottom line growth. They must build and defend their relative position during customer acquisition, engagement, conversion and advocacy phases.
There is no lack of challenges for us to address on behalf of our investor clients or portfolio companies: re-establishing volume growth after years of high single-or-double-digit inflation, capturing share-of-wallet in the context of declining consumer purchasing power, pressuring upstream margins without insulting the future, embracing environmental responsibility, adapting IT and marketing strategies to ever-more-agile omnichannel strategies, some of which already distorted by AI, adjusting international expansion strategies to a volatile, regulatory, tax and customs environment. We look forward to turning some of these hurdles into white space where you will create lasting competitive advantages.