Fashion
Halden & Co.
+340% revenue in 18 months
Premium menswear repositioned through DTC + wholesale rebalance.
Portfolio
Brands we've transformed.
A selection of holdings and engagements across nine years of operating.
Beauty
Lumen Skin
+212% MoM after relaunch
Clean-science skincare, full Shopify Plus migration and new stack.
Home
Norden House
62% gross margin lift
Scandi home decor; SKU rationalization and 3PL consolidation.
Health
Vitalis Labs
4.1x CAC efficiency
Daily nutrition; subscription engine and creative system rebuild.
Tech
Northwave
$0 to $14M ARR in 22 months
Audio peripherals; international launch in 6 markets.
Health
Wilder Pet
+178% LTV
Pet wellness; retention-led media model and bundle architecture.
Fashion
Atelier 47
Acquired & exited at 5.2x
Womenswear; full hold-and-scale to strategic exit.
Beauty
Mira & Co.
+95% margin expansion
Color cosmetics; founder-led to operator-run transition.
Home
Hollow Oak
+220% AOV
Furniture; rebrand + financing options + delivery infrastructure.
Featured case study
Northwave: $0 to $14M ARR in 22 months.
Challenge
A founder-led audio brand with strong product but no growth engine, tangled SKU strategy, and no international play. Margin compression was accelerating.
Solution
We acquired a controlling stake, embedded a full operator team, replatformed to Shopify Plus, rebuilt the creative system, and launched into UK, DE, FR, NL, AU, and CA in sequence.
Results
Quarter-over-quarter revenue compounded for seven consecutive quarters. Margin expanded from 38% to 56%. Northwave now ships to six markets with localized fulfillment.
Revenue growth
$0 → $14M
Markets opened
6
Gross margin
38% → 56%
CAC payback
11 → 4 months
Hold period
22 months