TSG Consumer Partners

We’re starting off 2025 strong by celebrating the promotions of outstanding members of the TSG Consumer team. This powerhouse group works together seamlessly across geographies and functions to support our partner companies as we continue to find and build iconic brands.   Congratulations to: - Alexander Gilmore, Principal (London) - Alejandra Mendoza, Senior Vice President (New York) - Parker Brown, Senior Vice President (New York) - Christian Pavlakos, Vice President (New York) - Jordan Phelan, Vice President (San Francisco) - Phoebe Wallwork, Vice President (London) - Jessica Tarabay, Tax Director (San Francisco) - Carolyn McGuire, Senior Director - Insights (New York) - Melissa Wong, Associate Director - Insights (New York)      Learn more about our team here → https://lnkd.in/e3WAhcmM

A huge congratulations to our Senior Managing Director Hadley Mullin who is one of Mergers and Acquisitions - themiddlemarket.com 2025 Most Influential Women in Mid-Market M&A! Under Hadley’s visionary leadership, our firm has partnered with category-leading beauty brands like Summer Fridays, REVOLVE and Smashbox Cosmetics. Beyond her exceptional advising and dealmaking, Hadley conceptualized and built TSG Vantage, which supports our partner companies with strategic and operational services that add value. She’s also long understood the importance of creating equitable opportunities in the industry, exemplified by her mentorship of young professionals and her commitment to initiatives that empower women. Congrats again, Hadley! Read the full list here: https://lnkd.in/ea9Tyc5U

Summer Fridays continues to make a meaningful impact on the lives of women – not just through its innovative beauty products but also through its inspiring give-back initiatives.   Earlier this giving season, the company donated 100% of online sales, up to $10,000, to Girls Inc., an organization dedicated to empowering young girls with the skills, confidence and leadership tools needed for lifelong success.   We’re proud to support Summer Fridays in their efforts to create positive change for future generations and the consumers of tomorrow.

Movement, connection and building community.   Those were the key themes of the Yoga for Good event we co-hosted with our partner CorePower Yoga at their Rockefeller Center location. The evening brought together women in private equity to sculpt, share and socialize!   After the class, attendees had the chance to network while raising awareness for a great cause: Dress for Success, an organization dedicated to helping unemployed and underemployed women achieve economic independence.

“We look to partner with strong brands that not only bring customers into the fold, but also keep them coming back to buy the products they know and love, and try new products from these trusted brands, as well. This is how you grow share of spend.” – Hadley Mullin with her take on TSG Consumer’s investment approach.

We’re incredibly proud to share Erik Johnson's inclusion in GrowthCap’s 2024 40 Under 40 Growth Investors list!    Erik has been instrumental in transformative investments like BrewDog, Endeavor Schools and Joe Hudson's Collision Center, driving the firm’s ESG strategy and championing innovative approaches to build enduring brands. His relentless commitment to supporting the growth of our partner companies continues to inspire us.     Congratulations on this well-deserved recognition, Erik!    Read the announcement here: https://lnkd.in/expT_b-2

Following our strategic investments in trailblazing brands like Summer Fridays and Huda Beauty, we’re excited to celebrate WWD Beauty Inc.’s recognition of Hadley Mullin and Colin Welch! Their inclusion in the inaugural Financial Power Player list highlights their role as top dealmakers shaping the future of beauty. The beauty industry continues to thrive with a surge in M&A activity in recent years, and we look forward to staying a part of the momentum.   See the full list: https://lnkd.in/eSmBJinY

What makes a great investment? For TSG Consumer, finding the right management teams is one lever to drive growth. As Chuck Esserman says, “We will pay for an A team in an A industry, but we won’t be seduced by a B team in a B industry just because it is available at a discount.”   In their keynote interview for Private Equity International, Chuck, Jamie O'Hara and Hadley Mullin shared how TSG Consumer’s partnership with innovative brands committed to evolving offerings allows everyone to thrive.   Explore the full Consumer Report here: https://lnkd.in/erdxH2cT

Summer Fridays is the #1 skincare brand by year-to-date market share at SEPHORA, and we’re proud to celebrate this achievement! This milestone is driven by the massive success of the brand's iconic Lip Butter Balm and Jet Lag Mask, which have taken the beauty world by storm.   A huge congratulations to Marianna Hewitt and Lauren Ireland, the duo behind this powerhouse brand! We’re excited to continue our partnership with them and their team as they pave the way for new standards in innovation and success.   Learn more here: https://lnkd.in/eEnFUW7d

*TSG Insight* In Q3, nearly 80% of the spend at fast casual and quick service restaurants was driven by around one-third of category participants – a group that is frequenting these concepts at least 10 times per quarter.   In this space, it's critical to focus on loyalty and frequency-driving experiences that keep fans coming back for more.   Hadley Mullin discusses the importance of identifying concepts that people are going to keep coming back to and more in her recent discussion on fast casual and quick service restaurants as key investment opportunities. Read the full piece by Demitri Diakantonis for Mergers and Acquisitions - themiddlemarket.com.com here: https://lnkd.in/eSbJw_FB