Industries

Consumer Discretionary

M&A, financings and valuations for consumer products companies in home décor, sports and leisure, toys, gifts and collectibles, fitness and recovery, and arts and crafts.

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Discretionary consumer products live or die on brand, product cycle and channel. Tully & Holland has advised owners of home décor, outdoor and sporting goods, toy and gift, and hobby businesses through sales to strategic acquirers and private equity, and we have seen which of those businesses buyers value as brands and which as sourcing and distribution platforms.

Our bankers spent their operating careers in consumer companies, so we understand seasonality, retailer concentration, inventory risk and the sourcing questions that come up in diligence. We prepare owners for those questions before a buyer asks them.

We advise on sales and divestitures, acquisitions, financings and valuations. Every engagement is led by the senior bankers you meet first.

Consumer Discretionary transactions

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Industry M&A dashboard

Consumer Discretionary transaction trends

Closed Consumer Discretionary transactions by year, by quarter and by deal size, drawn from Capital IQ and PitchBook and updated quarterly. Every sector’s dashboard is on the Industries page.

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Consumer Discretionary insights

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Questions owners ask

How do buyers treat seasonality in a consumer products business?

They normalise for it. A business that earns most of its profit in one quarter is valued on a full-year, trailing twelve month basis, and buyers will want to see several years of the pattern. We present seasonality as a known feature of the category rather than a surprise in diligence.

Is a consumer products company with retailer concentration still sellable?

Yes, with the right preparation. Buyers discount concentration, but they pay for a long trading history, growing sales inside the account and a credible plan for the next channels. We address concentration directly in the materials rather than hope it goes unnoticed.

Who buys consumer discretionary companies?

Category strategics consolidating brands, private equity groups building multi-brand platforms, and occasionally larger direct-to-consumer or retail companies adding product capability. We know who is active in each category and what they have paid.