A Recap: Attractive Pockets of Investment in the F&B Market

A Recap: Attractive Pockets of Investment in the F&B Market

September 7, 2023
September 7, 2023

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Stax recently hosted 20+ colleagues from private equity firms and investment banks in New York to discuss recent deal activity and attractive segments within the Food & Beverage market. The discussion was facilitated by Stax Consumer and F&B group leads: Anantha Natalegawa, Shoaa Ansari, Sameer Tejani, and Brett Conradt.  

M&A activity within the F&B industry is gaining momentum again. The market’s resilience in face of economic downturns, coupled with investors holding significant dry powder, suggests a growing appetite for M&A activity, as indicated by recent Stax engagements and discussions with clients. Further, investors are increasingly seeking investment opportunities across the F&B value chain, especially as it relates to upstream assets (e.g., input suppliers, manufacturers).  

In addition to discussing deal activity and investor-focused trends, Stax’s F&B breakfast took a deeper look into Private Label manufacturing, foodservice focused companies, and international cuisine-focused brands. 

The discussions covered the following topics: 

  • Growth in Private Label (PL) and strategic retailer strategies around PL brands 
  • Evolving consumer preferences and the impact on PL manufacturers, foodservice-focused companies, and international cuisine-focused brands 
  • Key investor questions and considerations for thesis build Stax has uncovered 
  • Additional segments within F&B attractive to investors, including specialty distribution, plant-based alternatives, natural and clean products, and prepared meals 
  • Market outlook and stability trends 

Stax has extensive experience across the food and beverage ecosystem, product segments, value chain stakeholders, end-market channels, end-consumers, and retail segments. Reach out to our dedicated experts with any questions! 

Brett Conradt

Managing Director

Sameer Tejani

Director

Shoaa Ansari

Associate Director

Image of Anantha Natalegawa

Anantha Natalegawa

Senior Manager

Image of Same Pinkes

Samantha Pinkes

Manager

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