As a leading consumer packaged goods (CPG) manufacturer of healthy soy and vegetarian products, Nature Soy has developed a loyal brand among its consumers. The specialty foods produced by the company are distributed to ethnic markets throughout the East Coast and Midwest. Nature Soy was growing well due to a developing brand for non-GMO soy based products when the sudden and unexpected passing of one of the owners resulted in the company evaluating their options. The company ultimately decided to identify potential buyers and negotiate the sale of the business and real estate lease agreements.
Baker Tilly Capital Solution
The investment banking team at Baker Tilly Capital worked closely with Nature Soy during the sale process. Leveraging deep CPG and food processing industry knowledge, our team worked with Nature Soy and their advisors to complete a valuation and plan for liquidity and growth of the company moving forward. Our team executed a controlled sale program by identifying potential buyers that met the parameters set by the owners and were willing to accept facility leases held separately by the owners. In addition to the sale process, we identified an industry executive to advise Nature Soy on opportunities to increase earnings and improve operations.
A list of potential financial and industry buyers was developed and evaluated that met the needs of Nature Soy. As the sale process unfolded, this list of buyers was narrowed to find the best match for the future of the company. Nature Soy was successfully acquired by Keystone Capital, adding to their successful portfolio of consumer and food companies. The new relationship was the best outcome for the shareholders of Nature Soy and the real estate owners, allowing the identity of the company to remain and providing an ongoing role for the previous owners of Nature Soy.
“We are excited to partner with Keystone Capital going forward. With their support, we will continue to build a national brand and promote a healthy lifestyle to consumers.”
– SunFei Ye, Shareholder, Nature Soy Inc.
For more information on this deal, or to learn how Baker Tilly Capital specialists can help, contact our team.