Consumer & Retail

Shields & Company has extensive experience working with a wide array of clients in the Consumer and Retail industry.  We have worked with an extensive range of branded and non-branded consumer products and retail companies with specific areas of focus including apparel, consumer audio, food & beverage, non-food products, restaurants, and specialty retail. We have successfully completed transactions for each of these segments and have developed an extensive range of strategic insights about each vertical as a result. Our professionals are able to leverage this knowledge and expertise to effectively position and market our clients, ultimately achieving full shareholder value.

Mergers & Acquisitions

Apple & Eve, LLC

Apple & Eve, LLC, one of the largest independently owned juice companies in the United States, retained Shields & Company to advise in its acquisition of the Northland Cranberries, Inc. Branded Juice Division, a portfolio company of Sun Capital Partners. The addition of the Northland, Seneca, TreeSweet, and Awake brands solidified Apple & Eve's leadership in the I00% and premium juice market, increasing the company's revenues over $160 million annually. The transaction was financed by the Company's existing senior lender and through an equity infusion by Weston Presidio, Apple & Eve's equity partner since 1999.

Apple & Eve, LLC

Apple & Eve, LLC, a leading developer and marketer of natural beverages for the retail food, wholesale club, mass merchandise, and convenience store market, retained Shields & Company to advise the company in raising $10,000,000 of Preferred Stock. Shields & Company arranged the direct placement of these securities.

Apple & Eve, LLC

Apple & Eve, LLC, a leading developer and marketer of natural beverages for the retail food, wholesale club, mass merchandise, and convenience store market, retained Shields & Company to advise in its equity transaction with Weston Presidio, a Boston-based private equity and venture capital firm and Apple & Eve's new equity partner. Apple & Eve was able to complete a $5,000,000 Series B Preferred Stock equity infusion.

Bread & Circus, Inc.

Bread and Circus, New England's largest retailer of natural foods, retained Shields & Company to represent the company in a sale to Whole Foods Markets, Inc., the world leader in natural and organic foods retailing. The acquisition provided substantial liquidity to the shareholders while enabling Bread and Circus to retain employees and expand business operations throughout Massachusetts.

The Hinckley Company

The Hinckley Company, one of the world's most prestigious builders of luxury sailboats and powerboats, retained Shields & Company to find a suitable acquirer to provide liquidity for the shareholders and continue the tradition of fine craftsmanship in advanced manufacturing technology. The sale process resulted in the acquisition of the company by Bain Willard Companies, L.P., a Boston-based investor group. Shields & Company was successful in negotiating a transaction which maximized shareholder value and also enabled certain shareholders to remain active with, and retain partial ownership of, The Hinckley Company.

NES Clothing Company

NES Clothing Company, a leading distributor of blank apparel to screen printers, embroiderers, and promotional product distributors, retained Shields & Company to evaluate a range of strategic alternatives to provide liquidity for its shareholders and enable it to continue its impressive growth. The company was subsequently acquired by Broder Bros., Co., the nation's largest distributor of imprintable sportswear. Bain Capital owned the majority stake in Broder and provided the equity financing for the transaction.

NHD Stores, Inc.

NHD Stores, Inc., a Stoughton, Massachusetts-based chain of hardware retail stores, retained Shields & Company to render a fairness opinion in anticipation of the company's sale to ACO, Inc., Michigan's largest, privately held hardware retailer. ACO's tender offer for all outstanding common shares of NHD Stores was approved by the boards of directors of both companies, and NHD Stores was able to commence operations with stronger prospects for sales growth and positioning in the hardware retail industry.

Old Mother Hubbard Dog Food Company

The Scott Family retained Shields & Company to evaluate a range of strategic alternatives through which to position Old Mother Hubbard for continued growth, while providing liquidity for certain shareholders. Through this process, Greenwich, Connecticut-based Catterton Partners agreed to partner with Old Mother Hubbard, a recognized leader in the healthy and holistic dog and cat food market. The deal provided the additional capital and resources needed to support the company's expansion and meet its financial objectives.

One Price Clothing Stores, Inc.

One Price Clothing Stores, Inc., a national apparel and accessory retailer for women and children, retained Shields & Company to assist in evaluating a range of alternatives that would provide the company with additional capital to support its ongoing operations. Florida-based investment firm Sun Capital Partners, Inc. subsequently engaged in an equity investment in the company. The transaction strengthened company operations and increased liquidity created by the company's enhanced credit facility.

Signature Mondial, Inc.

Signature Mondial, Inc., a Medford, Massachusetts-based baker of fine breads and rolls, retained Shields & Company to help management facilitate a strategic sale to Hazelwood Farms Bakers, Inc., a subsidiary of SUPERVALU, Inc. Shields & Company was able to achieve substantial liquidity for the company's shareholders, and the transaction provided management with the resources to expand and increase growth opportunities.

Sweet Life Foods, Inc.

Sweet Life Foods, a wholesaler based in Suffield, Connecticut, retained Shields & Company to advise the company in its sale to Supervalu, Inc., the nation's leading grocery distributor. The acquisition included the purchase of all of Sweet Life Foods' outstanding stock, while allowing it to continue operations as a wholly-owned subsidiary of Supervalu.

Victory Supermarkets, Inc.

Victory Supermarkets, a major Massachusetts-based food retailer, retained Shields & Company to assist the company in its refinancing initiatives. As a result, Victory successfully renegotiated certain credit terms and was able to support the continued operations and growth of the company, positioning it for further expansion throughout the Northeast.

The Leavitt Corporation

The Leavitt Corporation is one of the largest independent processors of nuts and peanut butter in the United States with automated processing in several production lines for roasted nuts and peanut butter. The Leavitt Corporation retained Shields & Company to assist it to structure, raise capital and to manage the recapitalization of the Company. As a result of this transaction, The Leavitt Corporation is positioned to grow and continue its local family-owned and operated business legacy.

Cricket Productions, Inc.

Cricket Productions, Inc., a catalog and mail-order wholesaler and distributor of electric houseware, retained Shields & Company to facilitate an exclusive distribution agreement for its Faraday Flashlight family of products with Spectrum Brands, Inc., a leading global distributor of various electronic, personal care, and household consumer products. This agreement provided Cricket Productions with an attractive corporate partner in its new business expansion strategy.

The Gem Group, Inc.

The Gem Group, one of the nation's largest promotional products companies, retained Shields & Company to assist in a recapitalization of its infrastructure in anticipation of a series of targeted acquisitions. The company was able to attract substantial equity capital, allowing it to establish further position in the promotional products industry.

Vyn All Products Corporation

Vyn-All Products Corporation retained Shields & Company to review its range of strategic alternatives and to seek a transaction that would provide liquidity to certain shareholders while supporting the Company's continued growth. The process resulted in the company's merger with Prairie Capital's Oregon-based portfolio company, Plastimayd LLC. The transaction effectively combined two of the industry's largest national suppliers of in-ground vinyl pool liners, and Vyn-All's majority shareholder group was able to achieve substantial liquidity.

Business Valuation/Fairness Opinions

Apple & Eve, LLC
Bogen Communications
Cartera Commerce, Inc.
Designs, Inc.
Explorica, Inc.
AAi.FosterGrant, Inc.
National Football League
NHD Stores, Inc.
Olly Shoes, LLC
One Price Clothing Stores, Inc.
PUMA North America
Richelieu Foods, Inc.
Segway, Inc.
Swank, Inc.
Tweeter Opco, LLC
Uno Restaurant Holding Corporation
Victory Supermarkets, Inc.
Winston Flowers, Inc.
A. Russo & Sons Inc.
Planet Fitness Holdings, LLC
Associated Industries of Massachusetts, Inc.
Boston Restaurant Associates
MooBella, Inc.
Brigham's, Inc.
The Leavitt Corporation
Phoenix Media Group
FNX Radio Network
Rubio's Restaurants, Inc.
Seventh Generation, Inc.