Capital raise · Food & Beverage

Family Office Capital Raise Counsel for Food & Beverage Acquisitions

Raising Family Office Capital Raise on food and beverage deals, with the structure protection and capital connectivity an independent sponsor actually needs.

EV range $10M to $120M EV EBITDA $2M to $20M Audience Independent Sponsor
The deal context

Family Office Capital Raise on food and beverage deals is one of those workstreams that looks routine on a checklist and decides outcomes in practice.

The typical food and beverage platform sits at $10M to $120M EV with EBITDA in the $2M to $20M range. The thesis runs on CPG roll-up or co-packing platform with regional bolt-ons. Treat trade spend like a working capital item, not a marketing line. The valuation moves accordingly.

The moves

How Family Office Capital Raise actually gets structured.

  1. Lead with the deal and the structure, not with the firm pitch. Family offices invest in deals first.

  2. Build a Reg D 506(b) or 506(c) deck depending on whether you have a pre-existing relationship.

  3. Confirm accredited or qualified-purchaser status before sharing transactional detail.

  4. Match the LP's preferred check size to the position you can offer in the deal.

  5. In food and beverage, layer in co-pack capacity agreement re-papered as part of the Family Office Capital Raise workstream.

The common mistake

Pitching family offices the same way you pitch institutional PE. They want shorter conversations and tighter alignment, not a fund deck.

Jason's take
"Family offices are not small institutions. They are sophisticated buyers of single positions. Pitch accordingly."
Jason Powell · Family Office Capital Raise
Capital after close

The deal is one thing. The capital that opens up after close is another.

Refinancing, recaps, growth rounds, and the right strategic conversation eighteen months early are all downstream of relationships that take years to build and minutes to use.

MONTH 18
Senior refi
MONTH 24
Dividend recap
MONTH 36
Growth equity
YEAR 4–5
Strategic exit
TALK TO JASON

An LOI on the desk, a food and beverage target, and a Family Office Capital Raise question worth a real conversation.

Twenty minutes of practitioner-grade input from a securities attorney whose first move is to read the deal, not the engagement letter.