Who We Are
STORY3 reflects the third chapter of our team's story as leading global deal makers, investors and operators in the consumer sector. The firm was built on the belief that capital alone is not enough, and real value can be created by combining sector expertise, flexible structuring, and true partnership.
Our philosophy is shaped by experience across market cycles and transaction types. We approach each investment with a clear understanding that no two businesses - or capital needs - are the same.
A Leader in Consumer
Value comes from expertise.
Our consumer sector focus is built on decades of immersion in the brands, channels, and operators that define the consumer landscape.
We believe being a value-added partner requires that we not only speak the industry language, but we live the trends, challenges and opportunities of our sector, and understand the nuances of brand equity, retail and ecommerce dynamics, supply chain complexity, and evolving consumer behavior. That domain expertise enables us to see value where others don't and to find creative solutions that others miss.
Grounded in deep consumer experience, we work alongside management teams as thought partners, offering strategic perspective, operating insight, and access to a deep network of relationships across the consumer landscape to drive tangible value.
Decades of Deal Execution
STORY3 and its principals have partnered with some of the world's leading brands.
$2.9 billion
Sale to Hudson’s Bay
$845 million
Sale of 50% Founder’s Stake to Advent
$8.4 billion
Debt Financings
$2.2 billion Sale of Credit Card Business
$350 million Acquisition of Trunk Club
$270 million Acquisition of Haute Look
$210 million Sale of Facconable
$17 billion
Sale to SuperValu, CVS, and Cerberus
$550 million
Debt Financings
$988 million
Debt and Equity Financings
$540 million
Debt Financings
$1.6 billion
Sale to Ares and CPPIB
$625 million
Strategic Investment from Leonard Green
Sale to Berkshire Partners
$824 million
Sale to Towerbrook
$600 million
Sale to Sycamore Partners
$256 million
Restructuring
$4.0 billion
Sale to Leonard Green and CVC
$1.0 billion
Equity Financings
$875 million
Debt Financings
$710 million
Sale to Acer
$1.1 billion
Merger with Billabong
$350 million
Sale to TSG Consumer Partners
$338 million
Sale to Monomoy Capital Partners
$2.1 billion
Sale to Luxotica Group
$2.9 billion
Sale to Henkel Group
$16 billion Takeover Defense
$4 billion Debt Financings
$2.2 billion
Equity Financings
$259 million
Equity Financings
$1.5 billion
Debt Financings
$1.5 billion
Debt Financings
$925 million
Acquisition of Burt’s Bees
C$430 million
Sale to Essilor