Symphony Global Brands (SGB) is a US brand acquisition group that will pursue acquisitions of consumer brands and intellectual property assets, in partnership with advertising firm CP+B. SGB will provide strategic advisory services and build value within its portfolio. It will acquire trademarks, licenses, and other IP to invest in or license to operating companies. SGB will be funded by investment partners and seeks a capital partner to finance sequential brand acquisitions.
2. Introduction
Symphony Global Brands (SGB) is a US based brand acquisition group, that in
partnership with global advertising and marketing firm, CP+B, will pursue
acquisitions of brands and intellectual property assets with a primary focus
on the consumer market. Targeted assets are those that are authentic but
“orphaned” within either larger portfolios of multinationals or private
equity groups. The team has a specialized expertise in international
distribution, licensing, manufacturing, and financing in the consumer
branding and entertainment markets.
Symphony Global Brands
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3. Strategic Overview
Symphony Global Brands
Strategy and Business Model:
Strategy and Business Model: In addition to identifying, and acquiring brands and other intellectual property
assets, SGB will provide strategic advisory and general market services aimed at building value within its
portfolio companies. The platform will seek to acquire and control intellectual property including the
investment in trademarks, licenses and other properties within the public entity.
SGB will either invest in a group that would operate the business directly or license the IP to an existing third
party operating company or one developed to operate each vertical business based on the plan. Each
investment will be funded through a network of “investment and strategic” partners identified by the
platform company, and eventually with the participation of a dedicated business. The operating model for
SGB is based on focusing on the front end of the value proposition and to shift the "heavy lifting” to
licensees and other strategic partners.
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4. Proven Business Model
A Proven Investment Strategy:
Based on its experience with other investment platforms in the branded and consumer space, the
Management team of SGB will have a unique advantage in pursuing the strategy outlined above.
The company has direct experience with each of the primary groups focused in the acquisition of IP.
These companies include Iconix, Galaxy and Sequential brands located in NY and Cherokee and
Authentic Brands, located in California.
Symphony Global Brands
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5. Investment Strategy
Symphony Global Brands
Launching the Platform:
The launch of the SGB platform will include 4 strategic elements as outlined below:
• Investor partners with existing brands or intellectual property to contribute to the platform.
• The management team will build a strategic network, including Symphony Investment Partners, will
provide deal flow that will be reviewed by the SGB platform on a first look basis
• Investor group that provides capital to the platform
• Future expansion of the strategy may include a strategic alliance with investors dedicated to investments
in opportunities identified by SGB.
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6. Investment Strategy
Symphony Global Brands
Targeted Investment Focus:
The following examples are derived from companies which some of the Principals of SGB have served
recently, as well as situations that SGB would have been invited to invest in recently:
• Orphaned brands: once vibrant properties currently sitting inside of a portfolio of a larger organization or
within an underperforming subsidiary
• Intellectual Property licensors and patent-holdings creating long-term revenue streams. Team and other
rights ownership packages
• New Business model for selling sports and leisure products and services over the Internet
• Innovative content companies with rights and other property for distribution
• Growing global distribution group with clear opportunities for merging interests with other international
groups
• Virtual sports entertainment network with clear value added potential with major global wireless and wired
telecom operators
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7. Investment Partnership
Symphony Global Brands
Investment Partnership:
The platform company, Symphony Global Brands (SGB) and Crispin Porter and Bogusky (CP+B) are looking
to partner with an equity group to pursue the platform strategy in the international branded apparel and
footwear markets.
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8. Investment Overview
Symphony Global Brands
Investment:
The platform company, Symphony Global Brands (SGB) was formed in August of 2013 to pursue investment
of brands and other intellectual property. The principals have a vibrant pipeline of other acquisitions with
a clear roadmap to building a portfolio of high value assets. An opportunity to convert the business into a
public vehicle is a clear opportunity for the business. The Principals are seeking a capital partner with
commitments of up to $100 million to finance the sequential addition of brands through acquisition.
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10. SGB Experience
Symphony Global Brands
SGB Management Team and Advisors:
Together the initial Management Team and Advisors have over 100 years of collective experience in direct
equity investing, operating high-growth companies, supporting management, deal origination, negotiation,
structure and pricing, due diligence and corporate governance in the targeted investment verticals.
SGB has a long track record in transactions within the targeted market verticals with experience not only in
M&A but also the development of international marketing strategies, internet commerce, alternative
distribution strategies, acquisition and divestiture and venture and growth financing programs.
Collectively, the team has closed on nearly $500 million in M&A transactions, and has created over $2 billion
in licensing revenues for its clients.
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11. Symphony History
Symphony Global Brands
Transaction Examples
Active advisory and principal investor role in transactions with
market value in excess of $500 million. Combined 100 years of
relevant market experience.
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12. Symphony Global Brands
CP+B is a global full-service fully-integrated advertising agency that specializes in making brands
famous and generating outrageous business results for their clients. CP+B’s focus is on solving
business challenges first, not making ads, and has a media-neutral creative approach with a
particular strength in interactive. They are constantly striving to uncover new ideas and solutions
in every possible area. CP+B is a cross between a big idea shop and a technology start-up with an
unprecedented record for creating work that has a lasting impact on pop-culture and the
marketing industry.
CP+B believes the most powerful brand experiences and connections begin with the product
itself. Because of that, their process starts with the product, followed by identification of
opportunities to build marketing into the product itself, packaging, promotion and distribution.
They also believe in proving the brand promise with each and every consumer touch point. They
have learned that transparency in marketing is a very powerful thing and that great advertising
can realign culture to better suit a brand’s unique strengths. The agency is one of the most
awarded agencies in the world—with the unprecedented distinction of winning the Grand Prix at
the Cannes International Advertising Festival in five separate categories. The agency has been
named Agency of the Year thirteen times in the trade press, as well as twice being named
Interactive Agency of the Year at Cannes. In 2010, CP+B was named Agency of the Decade by
Advertising Age. The agency and its work have been profiled numerous times in publications that
include the New York Times, the Wall Street Journal, USA Today, BusinessWeek, Forbes, Fast
Company, Time, Newsweek, Campaign, Archive, and Shots.
CP+B Experience
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14. Transaction History
Symphony Global Brands
Crispin Porter has created a strategic business initiative to develop
brands in partnership with its global capabilities.
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17. Symphony Global Brands
Legal Advisor: Jonathan Blinderman at Glaser Weil : Glaser Weil, based in Los
Angeles, is one of the country’s premier full-service law firms. Advising a roster of diverse,
selective clients — from start-ups and large global corporations to high-profile entertainers and
other well-known individuals — Glaser Weil represents clients’ interests with an unprecedented
level of dedication and commitment. Respected for his expertise in entertainment law, finance,
intellectual property licensing and mergers & acquisitions,
Accounting Services: Marcum LLP: Marcum LLP is one of the largest independent public
accounting and advisory services firms in the nation. Ranked among the top 20, Marcum LLP
offers the resources of 1,200 professionals, including over 140 partners, in more than 20 offices
throughout New York, New Jersey, Massachusetts, Connecticut, Pennsylvania, California, Florida,
Grand Cayman and China. Headquartered in New York City, the Firm's presence runs deep with
full-service offices strategically located in major business markets
Advisors
Professional Services
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18. Strategic Alliances
Symphony Global Brands
Houlihan Lokey
Houlihan Lokey is an international, advisory-focused investment bank with 14 offices throughout the
United States, Europe and Asia. The Company is dedicated to serving as an advocate for its clients,
providing strategic insights and resources to help realize business objectives. SGB and Houlihan Lokey
enjoy a close alliance in the development of strategies for clients where a broad range of services are
required and where access to a global network of financing and professional services will maximize the
value proposition to clients.
2012 RANKINGS
• • No. 1 M&A Advisor for U.S. Transactions Under $3 Billion
• • No. 1 Global M&A Fairness Opinion Advisor Over the Past 10 Years
• • No. 1 Global Investment Banking Restructuring Advisor
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19. Strategic Alliances
Symphony Global Brands
BSDI Consulting
BSDI Consulting is a Washington DC based boutique consulting firm specializing in assisting established
businesses, brands and start-up companies distinguish themselves in markets that are becoming
progressively more complex and competitive. Since 2000, BSDI has worked with a variety of clients in
the athletic footwear, apparel, advertising, e-commerce, retail, direct marketing, and media industries.
Working closely with each client, BSDI combines insight and innovative thinking with extensive research
and analysis to deliver solutions that can capitalize on new market opportunities, launch new product and
business concepts, and revitalize brands. Among BSDI’s current and past clients are Washington DC
based advertising agency Elevation, the Peacock Restaurant Group, Sports Endeavors (Eurosport),
Northwave Snowboard boots and cycling shoes, Drake snowboard equipment, Diadora, Le Coq Sportif
and Kappa.
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20. Contact Information
Symphony Global Brands
Symphony Global Brands
3220 N Street NW #147
Washington DC 20007
West Coast Office
359 Ortega Ridge Road
Santa Barbara, CA 93108
T 202 . 333 . 3577
T 805 . 969 . 4007
F 202 . 318 . 7736
paul@symphonyip.com
mick@symphonyip.com
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