Raising capital? Selling your brand? Structuring a big distribution deal?
Transaction mistakes are expensive. We help beverage brands navigate fundraising, M&A, and strategic partnerships with investor-grade financials, due diligence support, and valuation expertise — so you can close confidently and on your terms.
✅ Capital Raise Prep & Support
✅ Sell-Side & Buy-Side Due Diligence
✅ Valuation & Deal Structuring Guidance
Whether you’re raising capital, negotiating a distributor deal, or preparing for an exit, investors and buyers judge you by your financials.
We translate your brand story into clean, compelling numbers that stand up to scrutiny — and we help you understand the other side’s numbers, too.
Our Transaction Advisory services are built for beverage founders who want to:
Raise funding with confidence
Sell at the highest possible valuation
Avoid deal-breaking financial surprises
Most brands track revenue. The smart ones track the forty nine numbers that actually drive growth, margins, and valuation. We’ll show you what they are — and keep your books aligned with the metrics that matter most.
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Feel confident walking into any deal room. Your books will look the way serious investors, distributors, and buyers expect — clear, detailed, and credibility-building.
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Feel sure of your worth. We build valuation scenarios that help you negotiate smarter — and walk away from deals that don’t make sense.
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Feel prepared for every tough question. We package your financials and manage Q&A so you can stay focused on running the business.
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Feel confident in what you sign. We help you understand investor terms, distribution agreements, and M&A structures — and how they impact your long-term growth and valuation.
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Feel secure after the ink dries. Whether it’s new investor reporting, integration after an acquisition, or transitioning to new ownership, we make sure your financial operations stay strong post-transaction.
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Feel backed by someone who speaks investor and beverage. From distributor contracts to earn-outs, we understand the unique transaction dynamics of beverage brands.
At CREI, we specialize in beverage transactions — from UNFI and Whole Foods distributor agreements to strategic acquisitions by big beverage players.
We know what investors and buyers look for, how they scrutinize your trade spend and margins, and how to position your financials for maximum credibility and valuation.
raising up to $5M
preparing for exit or strategic sale
acquiring other brands
* A performance-based 3% success fee, payable only upon a successful close.
No pressure — just actionable insights tailored to your transaction goals.
