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 specialized in consumer products, specialty retail, restaurants, food and beverage or 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 and extend your brand, fund operations and drive growth.

The Financial Strength Behind Your Brand

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 other business and strategic goals.

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

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

  • KeyBanc Capital Markets served as financial advisor to the Weiss Family in its take-private acquisition of American Greetings Corporation (NYSE:AM). Additionally, KBCM acted as Joint Placement Agent on a $240 million non-voting preferred stock investment by Koch AG Investment, LLC (“Koch”), an affiliate of Koch Industries, Inc., as well as Joint Lead Arranger and Joint Bookrunner on $600 million in new senior secured credit facilities to finance the transaction.
  • KeyBanc Capital Markets advised Gusto Packing Company in its sale to Butterball, a joint venture between Seaboard Corporation and Maxwell Farms.
  • KeyBanc Capital Markets served as buy-side advisor to CCMP Capital in its acquisition of Ollie's Bargain Outlet. To facilitate this acquisition, we served as Joint Lead Arranger and Joint Bookrunner on $300 million Senior Secured Credit Facilities for Ollie's Bargain Outlet.

Structuring deals for retail and consumer businesses requires 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
  • Healthy and Active Lifestyle
  • Home Environment
  • Leisure and Recreation
  • Personal Care/Wellness
  • Restaurants and Food Service
  • Specialty Retail
  • Travel Services
  • Internet & Consumer Services

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: