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

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

Sep 07, 2023
Sep 07, 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

Anantha Natalegawa

Senior Manager

Samantha Pinkes

Manager

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