Seeking Category-Defining Businesses in High-Growth Markets
Experienced investors. Proven operators. Public market expertise.
Investment Criteria
Clear and Defensible Competitive Advantages
High Growth Potential and Strong Unit Economics
High Growth Potential and Strong Unit Economics
Businesses with differentiated products, services or intellectual property that create barriers to entry and sustainable market leadership.
High Growth Potential and Strong Unit Economics
High Growth Potential and Strong Unit Economics
High Growth Potential and Strong Unit Economics
Companies positioned to capture significant market share in expanding sectors, with scalable business models and attractive margins.
Experienced and Visionary Management Teams
High Growth Potential and Strong Unit Economics
Attractive Valuation Relative to Growth Prospects
Leadership with a demonstrated ability to execute, adapt, and innovate, and who can benefit from our strategic, operational and capital markets expertise.
Attractive Valuation Relative to Growth Prospects
Attractive Valuation Relative to Growth Prospects
Attractive Valuation Relative to Growth Prospects
Opportunities where our due diligence shows compelling value compared to public and private market peers.
Benefit from Public Company Status
Attractive Valuation Relative to Growth Prospects
Benefit from Public Company Status
Targets that can leverage public market access for growth capital, acquisition currency and enhanced brand credibility.
Leadership Team
Michael Cam-Phung - Chairman
- Former Chief Strategy Officer at Seisa Medical, leading M&A and exit to strategic at ~$300M sale in 2023
- Advisor to Bail Capital and its predecessor organization Bailey Capital Management since 2016
- 9 years in private equity and growth equity at Highland Consumer
- Began his finance career at BMO’s Debt Capital Markets group before transitioning to Consumer & Retail coverage at William Blair
Brent Cox - Director & CEO
- Founder of Subtext Holdings and The Inception Companies; early investor in MedMen, Bombas, Sunday Goods, Thrive Market, Weedmaps, Terzo, Lob, Loft, Saucey, CleanCore Solutions, Coupang, Sir Kensington’s and Juul
- Private equity experience at Yucaipa Companies across LBOs, rollups, and turnarounds: Soho House, Americold / Versacold, and Ei
- Founder of Subtext Holdings and The Inception Companies; early investor in MedMen, Bombas, Sunday Goods, Thrive Market, Weedmaps, Terzo, Lob, Loft, Saucey, CleanCore Solutions, Coupang, Sir Kensington’s and Juul
- Private equity experience at Yucaipa Companies across LBOs, rollups, and turnarounds: Soho House, Americold / Versacold, and Eimskip
- Began finance career at Jefferies in Leveraged Finance / Financial Sponsors
Tony Naimo - CFO
- Founder and Managing Director of Procorso, advising consumer brands and investors
- 15+ years of financial leadership in luxury consumer across venture, PE and public companies
- Former roles at Estée Lauder, Aesop (NA lead), Opening Ceremony (CFO); currently CFO of Sarah Flint
Christopher Bradley - Independent Director
Christopher Bradley is a Managing Director at Mistral Equity Partners with two decades of experience in acquisitions and SPAC leadership. He has led or supported public combinations including OneSpaWorld, ARKO, Biote, and Suncrete, and holds board roles at Insomnia Cookies and multiple SPACs and private funds. Prior roles include investme
Christopher Bradley is a Managing Director at Mistral Equity Partners with two decades of experience in acquisitions and SPAC leadership. He has led or supported public combinations including OneSpaWorld, ARKO, Biote, and Suncrete, and holds board roles at Insomnia Cookies and multiple SPACs and private funds. Prior roles include investment banking at Bank of America and strategy at Burger King and PwC.
Vanessa Rollings Giannis - Independent Director
Vanessa Rollings Giannis - Independent Director
Vanessa Giannis is the founder of Convivium Advisors and a former CFO at Big Health and Tempus AI. With nearly 30 years of financial leadership experience, she has held senior roles across tech, health, and media companies. She holds degrees from the University of Notre Dame and Northwestern’s Kellogg School.
Eric Sklar - Independent Director
Vanessa Rollings Giannis - Independent Director
Eric Sklar is the founder and CEO of Napa Valley Fume and a longtime consumer packaged goods entrepreneur. He also serves as a Commissioner on the California Fish & Game Commission. His past ventures include founding and managing Burrito Brothers, Alpha Omega Winery, Yount Ridge Cellars, and Preslar Ventures. He previously served as both
Eric Sklar is the founder and CEO of Napa Valley Fume and a longtime consumer packaged goods entrepreneur. He also serves as a Commissioner on the California Fish & Game Commission. His past ventures include founding and managing Burrito Brothers, Alpha Omega Winery, Yount Ridge Cellars, and Preslar Ventures. He previously served as both a Planning Commissioner and City Council Member in St. Helena, California. He holds a BA from UC Berkeley and graduate business degrees from The London School of Economics and Georgetown University.