Consumer and Retail

The complexity of consumer and retail-related business means financial solutions must reflect market dynamics in a rapid and thoughtful manner. KeyBanc Capital Markets’ teams are led by senior investment bankers specializing in consumer products, specialty retail, restaurants, gaming, travel, food and beverage, and other consumer-facing sectors. They are experienced in providing actionable ideas and M&A advice, and structuring debt and equity capital solutions that help build brands, fund operations and drive growth.

As a leader in consumer and retail investment banking, our goal is to put in place the financial resources and intellectual capital your business needs to operate efficiently and seize opportunities as they arise. We support improvements, facilitate strategic acquisitions, and support business and strategic goals.

KeyBanc Capital Markets delivers consumer and retail expertise, market insights and the financial resources of a Top 20 financial institution.

From IPOs to M&A to Debt Structuring, KeyBanc Capital Markets help our clients succeed. Recent M&A successes can be found here (PDF), recent Capital Markets successes can be found here (PDF), and include:

  • KeyBanc Capital Markets served as Joint Lead Arranger, Joint Bookrunner and Administrative Agent on $1.8 billion of Senior Unsecured Credit Facilities for The Cooper Companies, Inc.
  • KeyBanc Capital Markets acted as Co-Documentation Agent on Treehouse Foods, Inc.’s $1 billion Senior Secured Credit Facilities transaction, Co-Manager on Treehouse Foods, Inc.’s $775 million Senior Unsecured Note transaction and Co-Manager on Treehouse Foods, Inc.’s $750 million Follow-On Offering. Proceeds from the transactions will support Treehouse Foods acquisition of Ralcorp, the private label food business previously owned by ConAgra.
  • KeyBanc Capital Markets served as Joint Bookrunner on the $155 million Follow-On Offering for Ollie's Bargain Outlet Holdings, Inc.
  • KeyBanc Capital Markets served as Joint Lead Arranger and Joint Bookrunner on $201.5 million of Senior Secured Credit Facilities for Checkers Drive-in Restaurants, Inc., a portfolio company of Sentinel Capital Partners.

Structuring deals for retail and consumer businesses require not just an understanding of the business as a whole, but also of trends within industry verticals. Our investment banking teams are led by senior professionals highly specialized in specific industry sub-sectors; they work together to create actionable ideas that facilitate transactions.

Some of our team specializations include:

  • Apparel and Footwear
  • Food and Beverage
  • Gaming and Related Technologies
  • Consumer and Household Products
  • Personal Care and Cosmetics
  • Internet and Travel Services
  • Leisure and Recreation
  • Restaurants and Food Service
  • Specialty Retail; eCommerce

Our senior team leaders have deep roots in their specialized sectors – and in the strategic financial needs of those companies. Working closely with leaders from all parts of KeyBanc Capital Markets, our teams help retail and consumer companies by offering a full range of products and services including: