Creating Your Investment Narrative

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Beyond margins and EBITDA, how do you build a narrative that excites investors as much as it does retailers? Leading CPG investment banker Romitha Mally discusses the ways founders can build a story that will help market the company, as well as the brand.

About Romitha Mally

Romitha Mally is the founder of Mally Collective, a boutique investment bank focused on the consumer sector and specializing in M&A, IPO advisory, and private capital raises. Romitha has over 25 years of Wall Street experience across Investment Banking and Equity Research and was previously a Vice Chairman at UBS. Mally’s passion is to work with founder led companies to help articulate their vision and stories in strategic sales or IPOs. Mally has led several billion dollar+ transactions such as the sale of Orgain to Nestle, Vital Proteins to Nestle, Bai Brands to Dr.Pepper, Dollar Shave Club to Unilever, SheaMoisture to Unilever, and Blue Buffalo to General Mills, These sales were completed at industry leading valuations. Mally also led the IPO’s for Blue Buffalo and elf cosmetics and advised on the recent Vita Coco IPO.