Our selection process is designed to identify brands that are already strong and need our capital, expertise, services, and digital transformation to scale.

At Fundamental Brands, every acquisition decision begins with the same question: Does this brand have what it takes to scale?

We focus on brands that are generating $2 to $50 million in annual revenue—companies that have already proven their concept, earned customer loyalty, and built something real. Even with these accomplishments, we look deeper, prioritizing:

• A product customers love. Market validation matters. We partner with brands that have already earned their place in the market, not ones still searching for product-market fit.

• A strong identity. The brands we acquire have clear brand positioning and a solid customer base. They know who they are and need the resources Fundamental Brands can provide to grow, thrive, and scale.

• Skilled leadership. We look for leaders with the vision, discipline, and drive to scale, not just quickly, but for the long haul, structuring our partnership to keep them in the driver’s seat.

How Our Partnership Structure Works

When we acquire a brand, we take a majority stake using a blend of cash and equity, giving founders real upside and strong incentives to keep building. From there, our team goes to work, providing:

• Capital, sales, distribution, and digital marketing expertise to accelerate growth.
• A shared infrastructure across HR, finance, payroll, and manufacturing to remove the administrative load that slows most brands down.
• Access to a growing family of brands that creates cross-channel synergy and portfolio-wide momentum.

With the operational weight lifted, markets opened, and enhanced processes in place, founders are free to do what they do best: innovate, create, and grow. The result is a structure where we believe everyone wins—investors, consumers, brand founders, and our firm.

That’s the Fundamental Brands difference.

How Our Monthly Royalty Distributions Work

At Fundamental Brands, we seek revenue-producing brands ($2-50 million annually) to add to our portfolio. Ones with lots of room to grow. Revenue is the source of our monthly royalty payments to our investors, meaning that we don’t ask investors to wait for profits to receive monthly income.

Our royalty distributions are contractually set and calculated based on the amount invested:
• Targeting monthly annualized distributions capped at 20%, with an 8% annualized minimum.
• Paid monthly, not quarterly or annually.
• Based on the revenue¹ generated by our growing portfolio of companies, NOT profits.

Join us at our upcoming investor webinar on Thursday, March 12th, at 12:00 PM EDT / 9:00 AM PDT to learn more about our royalty structure and ask your questions directly.

To learn more about investing in our portfolio of beauty, fragrance, personal care, and private label brands, visit our offering page.

Interested in learning more about Fundamental Brands?

Visit our Offering Page
Visit our Main Website
Watch our Explainer Video
Download our Investment Guide

1. *Although all portfolio companies have revenue as a criterion for acquisition, revenues cannot be guaranteed. Therefore, meeting the minimum distribution amount cannot be guaranteed. All payments, including the minimum, are subject to the availability of revenues and distributable funds, as determined by the Company.
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