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Financing Your Consumer Product Company: Natural, Organic, Specialty, Retail & Premium

  • Nutter, McClennen & Fish 155 Seaport Boulevard Boston, MA, 02210 United States (map)

A Comprehensive seminar that provides entrepreneurs and executives an in-depth understanding of what it takes to raise capital. Download informational brochure

Cost:
$899/person
$699 if registered by November 27
Group discounts available

Topics include:
•  Lessons from Two Institutional Investors, Angel, Debt expert, Entrepreneur
•  Growth Capital & Term Sheets
•  Valuation Primer
•  Building Value
•  Debt Financing
•  Legal Issues Related to Financing and Selling your Company
•  Growth Financing 101

Speakers include:
•  Nick McCoy, Whipstitch Capital
•  Bob Burke, Natural Products Consulting
•  Andy Whitman, 2X Consumer Capital Growth Partners
• Tim Sousa, Whipstitch Capital
•  Dominic Mangano, Whipstitch Capital
•  Jeremy Halpern, Nutter McClennen & Fish LLP
•  Arpon Ray, Coefficient Capital
•  Keith Kohler, K2 Financing
•  Lauren Abda and Marcia Hooper, Branch Food Ventures
• Amy Lacey, Cali’flour Foods
• Propeller Industries

Event Schedule 

  1. *Pre-Event Networking (All)

  2. Introduction & Overview (Bob Burke & Nick McCoy)

  3. Growth Financing 101 (Nick McCoy and Whipstitch team)

  4. Building Value (Bob Burke)

  5. Debt Financing (Keith Kohler)

  6. Materials and Process (Bob Burke)

  7. An Entrepreneur’s Story: 

  8. Investor Perspective: 

  9. Investor Perspective: 

  10. Growth Capital & Term Sheets (Andy Whitman, 2X Consumer Capital Growth Partners)

  11. Valuation Primer (Nick McCoy and Whipstitch team)

  12. Legal Issues Related to Financing and Selling your Company

  13. Investment Bankers: Go Alone or Partner? (Nick McCoy and Whipstitch team)

  14. Cocktail Reception and Networking (All)


Brought to you and led by:

Bob Burke is co-author of The Natural Products Field Manual and The Sales Manager’s Handbook. He is a consultant in the natural and specialty products industry since 1998 and former VP of Sales and Corporate Development at Stonyfield Farm. He has prepared numerous business plans, assisted in fund raising, advised clients on growth and exit strategies and has helped a number of companies reach a successful exit. He serves on the board of directors of EcoFish, Orgain, Saffron Road, Cali’flour Foods, Farmwise and King Arthur Flour. He has an MBA from Babson College. Contact him at bob@naturalconsulting.com.

Nick McCoy is a Co-Founder and Managing Director with Whipstitch Capital. In 2001, he co-founded an investment bank and in 2009, Mike Burgmaier joined Nick at that bank, where together they completed nearly forty transactions for clients such as Blake’s All Natural, KeVita, Cherrybrook Kitchen, Spindrift and Otter Creek Brewing Company. In October 2015, they formed Whipstitch Capital.

Nick holds FINRA Series 7, 24, 27, 63 and Series 79 licenses and is a Chartered Financial Analyst. He has an MBA from Wake Forest University and an undergraduate degree from the University of New Hampshire. He lives in the greater-Boston area with his very patient wife (who still finds him funny) and two great children.

Nick is an avid road cyclist and thinks it’s ok to cross country ski in below-zero temperatures. He’s a health-focused foodie, cooks frequently and has an extensive knowledge of wine and whiskey  (just ask him).

Check the background of this investment professional on FINRA’s BrokerCheck.

Featured Presenter: Andy Whitman. Founding Managing Partner of 2x
Consumer Products Growth Partners, active emerging branded consumer products business investor. 2x has invested in Beanitos, Blue Dog Bakery, Good Karma, MegaFood, No Cow, Orabrush, Seaweed Bath Co., Surratt Beauty, Tasty Bite, Wellness and more. Contact awhitman@2xPartners.com