Transaction Advisory for CPG Companies

Raising capital? Selling your brand? Structuring a big distribution deal?

Transaction mistakes are expensive. We help consumer packaged goods (CPG) companies 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

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Big Opportunities Need the Right Numbers (and the Right Partner)

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 consumer packaged goods (CPG) founders who want to:

Raise funding with confidence
Sell at the highest possible valuation
Avoid deal-breaking financial surprises

Free Resources for Business Owners

The 49 Numbers CPG Company Should Track

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.

Download the Guide

Here’s How We Help CPG Companies Win Big Deals

Transaction Strategy Session

We learn your goals — raising, selling, or partnering — and build a clear plan to get you there.

Financial Clean-Up & Positioning

We make sure your financials are investor- and buyer-ready, with detailed COGS, SKU-level margins, and trade spend clarity.

Due Diligence Support

We prepare deal-room-ready financial packages, answer investor/buyer questions, and help you manage the diligence process without stress.

Valuation & Deal Modeling

We build custom valuation models and scenarios so you understand the true value of your brand — and negotiate from a position of strength.

Post-Transaction Support

After the deal closes, we help with financial integration, investor reporting, or transitioning to new ownership smoothly.

What You Get — and How It Feels

Investor- & Buyer-Ready Financials

Feel confident walking into any deal room. Your books will look the way serious investors, distributors, and buyers expect — clear, detailed, and credibility-building.

Valuation Insights That Put You in Control

Feel sure of your worth. We build valuation scenarios that help you negotiate smarter — and walk away from deals that don’t make sense.

Due Diligence Without the Stress

Feel prepared for every tough question. We package your financials and manage Q&A so you can stay focused on running the business.

Deal Structuring Guidance

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.

Post-Deal Financial Transition Support

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.

Strategic Finance Partner Who Gets CPG Deals

Feel backed by someone who speaks investor and consumer packaged goods (CPG). From distributor contracts to earn-outs, we understand the unique transaction dynamics of CPG companies.

Build for CPG Companies - Not Genetic Businesses

At CREI, we specialize in consumer packaged goods (CPG) transactions — from UNFI and Whole Foods distributor agreements to strategic acquisitions by Fortune 500 CPG enterprises.

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.

Ready to Close Deals with Confidence?

Schedule a Free Consultation

No pressure — just actionable insights tailored to your transaction goals.