Current Engagements

Our client is an established, Northern California creamery specializing in premium dairy products. The Company is focused on producing a wide variety of high-quality cheeses and butter. Later this year, they will resume milk powder production and add yogurt and kefir to their product line. The Company has over 300 loyal customers, including distributors, grocery stores, and farmers' markets. The Company sources its flavorful, high-fat Jersey milk from a combination of subsidiary and independent organic farms. Dairy products made from Jersey milk are a premium product due to the high fat content compared to Holstein milk. Jersey milk is also A2, which opens up the market for lactose-intolerant consumers. The creamery’s products are recognized for their superior taste and nutrients. Founded in 1913 and under the same ownership since 2004, the Company historically generated $40MM to $50MM in annual revenue under its current ownership and was highly profitable when operating near full capacity. The creamery shut down during COVID and reopened in 2024. In 2024 and 2025, the creamery got back up and running using its own milk to test all the equipment and restart sales to its long-standing customer base. While restarting production, the Company adopted the latest AI tools from Salesforce for production, sales, and inventory. Salesforce has been filming videos at the creamery and dairy to highlight the creamery as one of its 2026 success stories, showcasing how AI can cut production costs and streamline sales, inventory management, and collections. In 2025, the creamery earned $2.3MM in revenue and net income of $206k using only milk from the owner’s dairy. The Company achieved profitability operating with a skeleton crew at only 1% of production capacity while it tested and upgraded equipment. In January 2026, using purchased milk, the creamery scaled and increased production by 5x. It is projecting revenues of $11.3MM and a Net Income of $5.2MM in FY’26.

Our client (the “Company”) operates a sawmill in California. Founded in 1968, the mill and property were acquired in 2023. The current owners have combined the sawmill operations with their lumber wholesale company to create a vertically integrated operation. The facility, which can mill 4 million board feet of timber per month, includes a drying kiln and a storage area for log decks and finished goods. The mill is currently working at only a third of its capacity, processing 1.5 MMBF/month, providing the opportunity to increase revenue with the proper procurement of timber. The Company recently implemented a modernization plan, with new equipment to be installed in the first quarter of 2026. The Company’s plan for the above improvements will lead to a projected reduction in labor cost of around 25% while boosting overall efficiency by 30% for the sawmill. This is primarily due to a reduction in manual processes and increasing sorting capabilities. The company has recently entered into a number of US Forestry and purchase contracts ensuring a source of well-costed timber over both the short and long term. Execution on these supply agreements will provide an estimated 10.5 MMBF of timber in the short term.

Our Client, a California-based grower-owned cooperative founded in the late 1950s, is one of the largest processors and marketers of specialty dried fruit in North America, handling approximately 40% of domestic industry production. Our Client produces paste, concentrates, and dried fruit products used in snack bars, cereals, baked goods, and health oriented packaged foods, with sales diversified across branded food manufacturers, retail channels, and government programs. Our Client has demonstrated resilience through industry cycles by strategically managing inventory to capture favorable pricing, while leveraging long-standing supply relationships with its grower-members. Recent market share gains include the assumption of large customer contracts from a bankrupt competitor, as well as new awards under federal commodity purchase programs. In FY2025 (ending July 31st), revenues exceeded $22MM, EBITDA totaled $6MM, and Net Income was $1.6MM. Looking forward, the Company expects to benefit from a growing pipeline of blue-chip customers, diversification into date fruit products, and broadening product offerings through expanded co-packing capabilities.

The Company is a privately held United States-domiciled research and diagnostic instruments manufacturer and biotechnology company that develops and sells its cutting-edge product to laboratories, universities, and medical centers across the globe. The Company has a vast portfolio of intellectual property that places it at the forefront of its industry and has established itself as a major global player in their field for over two decades. The Company has particularly differentiated itself by providing high-quality products at a lower cost-to-run than all competitors. This has allowed it to develop significant international market share, despite domestic sales being impacted by geopolitical factors. Under new ownership, the Company is poised to launch its latest technology in the United States and execute on a rapidly growing sales pipeline post funding.