Overview | Portfolio Companies

Overview

MDP's consumer industry team targets companies competing in four discrete segments of the consumer sector of the U.S. economy:

• specialty retailing, including specialty hardlines and deep value retailers;
• direct marketing, including business-to-consumer and business-to-business direct marketers;
• branded and private label consumer products, including food and beverage manufacturers; and
• consumer services, with a focus on location-based service models such as restaurants, motion picture exhibition companies, and fitness clubs.

MDP believes the diverse sectors within the consumer industry will continue to present attractive investment opportunities for sophisticated, knowledgeable, and experienced investors. The Principals have been among the leading investors in the consumer sector since the early 1980s. MDP is widely regarded as one of the most knowledgeable, experienced, and successful private equity investors focused on these industries. Given the magnitude, diversity and dynamism of the consumer sector of the U.S. economy as well as the scope of its practice, MDP's consumer team is not reliant on any particular segment for investment opportunities and has consistently surfaced high-quality deal flow, regardless of prevailing economic or consumer trends. With its reputation, experience, and track record, and its extensive network of contacts and resources developed over many years, MDP is often able to access proprietary deal flow or differentiate itself in competitive situations. While MDP has a focused point of view within each of its targeted consumer segments, across the segments is a common emphasis on companies characterized by outstanding management teams, competitively advantaged business models, high rates of return on invested capital, strong free cash flow conversion, strong historical financial performance and favorable sales and earnings growth prospects.

Portfolio Companies

Representative past and present consumer portfolio companies include: