Powering the Future of Beauty - Kisaco Research · · Venture Capital & Private Equity Investment...

www.beautyandmoneysummitla.com • +44 (0)20 3696 2920

Connect with 250+ of the Beauty Industry’s most influential executives including:

Powering the Future of Beauty

The Beauty & Money Summit Los Angeles will be the fifth Summit in our global series which has created over 2,000 meeting opportunities between

beauty brands, retailers and financial and strategic buyers to secure investment and collaborate to promote business growth.

Presented by:

@Beauty_Summit #BeautyMoneyLA

Over 2000 meetings requested across the Beauty & Money Summit Series so far

Preschedule 12 One-to-One private meetings onsite

Instagram PartnerEvent PartnersSenior Event Partners

Lori Haram Allison Elliott Jennifer Yen

Paula Pontes Alicia Yoon

EXCLUSIVE WORKSHOP:

How to be successful on

AmazonApril 25 2019 | Los Angeles, CA


M&A activity is at an all-time high within the beauty industry, with L’Oréal acquiring ModiFace in March 2018, Procter & Gamble securing First Aid Beauty for around $250 million, and most recently, L’Occitane acquiring L’Catterton backed luxury skin care brand ELEMIS. With an increasing number of private equity houses investing in beauty, 2019 is on track to be a record breaking year.

Enter the 5th in the Global series of the Beauty & Money Summit! Having connected over 500 industry leaders in 2018, through over 2000 one-on-one meetings, we are incredibly excited to bring this exclusive one-day event back to Los Angeles.

Building upon our global success, this year we not only connect 250 strategic buyers, financial buyers, retailers and independent beauty brands, but also take a deep-dive into the key areas critical for business growth in 2019 and beyond.

For the first time ever, we are introducing our new Brand Mentorship program, where industry leading brands will share their unique experiences and advice in working in beauty, offering their advice for the next wave of brands on track to disrupt the industry in 2019.

Aside from speaking on the main stage, each brand mentor will be selecting up to 3 emerging beauty brands to have a sit down 1-1 meeting with, using our meeting mojo application.

Want to book a mentoring session? Send a request to [email protected]

Katie Welch General Manager

Meri BaregamianCEO

WELCOME to The Beauty & Money Summit

BRAND MENTORSHIP

As a start-up we were able to speak to industry leaders and investors, the feedback and discussions we had were invaluable. We met with a broad range of people and the quality of the discussions were wonderful, and we have started to build up our network - utterly worthwhile. Also I am so glad we did this at this point in time, we have ambitious growth plans so starting these conversations early will really help us shape our growth plans and financing. It was rocket fuel for us. - Zaffrin O’Sullivan, Co-Founder at Five Dot Botanics


WHY ATTEND?

WHAT TO EXPECT

· Understand what large strategic buyers look for when considering acquisitions and what attracts an investor’s attention to ensure you have a competitive edge when raising capital.

· Discover the daily tangible steps in recruiting for growth and building an effective team, whilst developing leaders, retaining talent, and filling roles critical for business growth.

· Develop a strategy to harness the buying power of Gen Z, using effective social media and influencer campaigns and omnichannel distribution to drive recurring revenue.

· Recognise the major consumer trends reshaping the beauty and personal care landscape, such as ingredient transparency and CBD products, and identify the actions needed to expand your current portfolio, differentiate your product lines and gain market share.

· Meet and connect with disruptive independent beauty brands, ripe for investment and acquisition to enhance your M&A pipeline.

· Network with your beauty networking wish list using our private one-to-one meeting scheduler application to find your next business opportunity, retail partnership, or source of capital.

The Beauty & Money Summit will connect over 250 Beauty Industry leaders, allowing attendees to schedule private one-to-one meetings onsite! Find your next business partner!

The Beauty & Money Summit is important to us, because it is the only vehicle in the market place today that is really identifying globally, the next generation of brands in today’s beauty world.

- William Susman, Managing Director at Threadstone Advisors

Well if you’re a young company networking is your lifeblood, it’s everything, it’s your next source of capital, it’s your next retailer, it’s your next creative developer, so I think this is a great forum specifically for that purpose.

– Andrew Shore, Managing Director at Moelis & Company Advisors

You guys have created an environment where the conversations are really easy, much easier than cold calling and pitching your brand.

– Kelly Kovack, Founder and CEO at BeautyMatter

Highlights from the 2017 New York Summit

Highlights from the 2018 Los Angeles Summit

https://www.youtube.com/watch?v=65CQ2eeUhu8

https://bit.ly/2JtAv90


To ensure all our guests make the most valuable connections possible at the Summit, all attendees will have access to the MEETING MOJO platform, which allows you to create a bespoke meeting schedule, ensuring you connect with the industry stakeholders that are most important in building your business.

MEETING MOJO gives you access to the entire attendee list and allows you to message AND invite people to connect during the formal meeting sessions run throughout the day.

SCHEDULED MEETINGSWho You Will Meet

Leadership Executives from Large Strategic Buyers

Business Development Teams from Large Strategic Buyers

Private Equity, Venture Capital and Angel Investors

Independent Beauty Brands with revenue under $5million

Independent Beauty Brands with revenue of $5-$15million

Independent Beauty Brands with revenue over $15million

Executives from Global Distributors and Retailers

Investment Bankers

Lawyers and M&A Advisors

Market Intelligence and Consultancy Providers

12 Private Meetings available for each guest

“There’s nothing more important in life than who you partner with…”Neda Daneshzadeh, Partner at Prelude Growth Partners

14% Financial Buyer62% Independent

Beauty Brand18% Analysts/ Service

Providers/ CMOs3% Strategic Buyer3% Retailer

Attendees at the Beauty & Money Summit, Los Angeles 2018

4% Bath & Body

6% Fragrance

12% Haircare

22% Personal Care (including cosmetics)

35% Skin Care

21% Other (including beauty devices and wellness)

Categories of Independent Beauty Brands at the Beauty & Money Summit, Los Angeles 2018


PAST ATTENDEESA SAMPLE OF PAST ATTENDEES FROM THE

BEAUTY & MONEY SUMMIT SERIES


PREVIOUS SPOTLIGHT FINALISTS INCLUDE: LA Finalists NY Finalists London Finalists

Alicia Sontag Prelude Growth

Partners

Carol Hamilton L’Oréal USA

Richard Kestenbaum

Triangle Capital, LLC

Benjamin Lee CircleUp

Gillian Gorman Round

Revlon Incubator

Sonya Brown Norwest Venture Partners

Carla Ruiz Johnson & Johnson

Rich Gersten Tengram

Capital Partners

Benedict Auld Lapidarius

David Olsen Cos Bar

Ilya Seglin Threadstone

Bentley Eidsmo

Guthy Renker

Michael Sampson

Kate Somerville Skincare, LLC

Victoria Garcia The Ember Company

John Bailey e.l.f Cosmetics

SEE OUR 12 FINALISTS

12 independent beauty brands, who are actively seeking investment, acquisition or partnerships, will be hand picked to showcase their brand on the main stage at Beauty & Money.

Each Spotlight Brand will have a dedicated area to display their products and services during the Beauty Unboxing.

Submissions are now closed.

BEAUTY SPOTLIGHT

SELECTION COMMITTEE

https://beautyandmoneysummitla.com/events/beauty-and-money-la#resources


A holistic overview of the beauty investment landscape

PUTTING THE MONEY INTO

BEAUTY & MONEY

Investor Type

Interest in Revenue

Active Examples

IncubatorsVenture

FundPrivate Equity

Strategic Buyer

Notable transactions in 2018

Source: Adapted from Threadstone Advisor’s ‘Financing 101’ workshop.

Corporate enterprises/

multi-national brand

$5MM+

Institutional investors seeking

brands with growth potential/proof of growth

$10-£100MM

Institutional investors

seeking high growth

$3MM-$10MM

Helps early stage companies

in exchange for equity

<$1MM – $8MM

High Net-worth individuals/angel

investor

<$1MM – $5MM

Seed Funding


SPEAKERS

Heather Connelly Senior Director, Buying

& Merchandising Cos Bar

Sarah Foley Managing Director

SWAT Equity Partners

Lori Haram SVP, Business Affairs

and Operations The Estée Lauder

Companies

Danica Calderhead Director of Brand

Strategy Dash Hudson

Carla Ruiz VP, Business Development

Johnson & Johnson

Shelby Wild Founder

Playa

Alex Fogelson Co-Founder & CEO

Taste Beauty

Paula Pontes SVP & Global General

Manager GLAMGLOW

Katie Welch General Manager

The Honest Company

Victoria Garcia Member of the Council

of MentorsThe Ember Company

Bee Shapiro Founder

Ellis Brooklyn

Michelle Connelly Director, Merchandising

& Planning Credo Beauty

Devon Bergman CEO

Social Standards

Katie Rosen Kitchens Co-Founder & Editor-in-Chief

FabFitFun

Eric Cohen SVP Consumer

Business Cambridge Consultants

Tina Bou-saba Private Investor

CxT Investments

Dr Heather Rogers Founder

Doctor Rogers Skin Solutions

Allison ElliottStore Director

Violet Grey

Liz Scott President

EC Scott Group

Alicia Sontag Co-Founder & Partner

Prelude Growth Partners

Frédéric Benqué General Partner

NextWorld Evergreen

Jennifer Yen Founder & CEO

Purlisse & YENSA

Sunny Dhillon Partner

Signia Venture Partners

Amanda Mueller Senior Brand

Communications Manager

Kopari

Sonya Brown General Partner

Norwest Venture Partners

Emmanuel Rey Founder

YUNI Beauty

Rich Gersten Partner

Tengram Capital Partners

Alicia Yoon Founder

Peach & Lilly

Meri Baregamian CEO Bliss

Andrew Beddoe Director of Consumer &

Health Business Cambridge Consultants


WORKSHOP DAY GROWING A BRAND - OVERCOMING BUSINESS PLATEAUS

April 24th, 2019

Each workshop is available for 30 independent beauty brands. Please reserve your space when booking your conference pass.

9:30 Registration

10:30 BEAUTY ON AMAZON: An Insider’s GuideMarketing agency Stella Rising will offer an in-depth look at how beauty brands can sell and succeed on Amazon. Led by Rina Yashayeva, VP Marketplace Strategy, a former Amazonian who has launched dozens of beauty brands on the platform, the session will explore all aspects of a successful strategy, from distribution and pricing to advertising and optimization. We’ll also provide insights on how women shop for beauty on Amazon from our recent consumer study.

12:00 Networking Lunch

13:30 FINANCING 101 RECAP AND FINANCING 2.0: Demystifying the ‘Money’ in Beauty & Money · Friends & Family Investment/ seed funding

· Venture Capital & Private Equity Investment

· Big Strategic Acquisition

· Which investor is best for my brand

· A deeper dive into the investment in beauty and how to successfully raise capital

15:00 Networking Break

15:30 CONTINUED: FINANCING 101 RECAP AND FINANCING 2.0: Demystifying the ‘Money’ in Beauty & Money

17:00 Close of Workshop Day


AGENDA April 25th, 2019

07:45 ARRIVAL & NETWORKING

08:30 CHAIRPERSONS OPENING REMARKS

08:40 BEAUTY SPOTLIGHT 12 independent beauty brands, hand-picked by the

prestigious selection committee, introduce themselves and their products and services. Each brand will have the chance to deliver a 2 minute presentation on the main stage, as well as display a short video or photo reel to showcase their brand visually

I was blown away by the Spotlight”

– Neda Daneshzadeh, Partner at Prelude Growth Partners

09:05 BEAUTY UNBOXING Dedicated time to exclusively experience product samples

from the Beauty Spotlight. Each spotlight brand will have a dedicated area in which to display their products and services and take questions from attendees.

09:25 MORNING NETWORKING Coffee Break Sponsored by Croda

09:35 PRIVATE PRE-SCHEDULED MEETINGS 4x15 minutes meetings

10:40 THE NATURAL FIT: FINDING AND FOSTERING INFLUENCERS ON INSTAGRAM

In the world of social media, influencer marketing is still going strong—but consumers have smartened up to phony plugs. The beauty brands that are seeing the most success on Instagram, focus on forming meaningful relationships and leveraging data to deeply understand who resonates with their audience.

Amanda Mueller, Senior Brand Communications Manager, Kopari

Danica Calderhead, Director of Brand Strategy, Dash Hudson

10:50 INSIGHTS FROM THE MENTORS In 2018, thousands of independent beauty brands were

launched. The mentors share experiences and advice in working in beauty, giving advice to all new brands eager to make it to the top.

Meri Baregamian, CEO, Bliss Katie Welch, General Manager, The Honest Company

11:15 AN INNOVATOR’S GUIDE TO PERSONALIZATION

Cambridge Consultants work with beauty companies at the intersection of consumers, brands and new technologies. Personalization, enabled by advanced technology, has the potential to change the relationship between consumers and brands, and the way products are manufactured, sold and consumed. What are the current beauty tech trends, and is personalization right for your brand? We’ll discuss the lessons learned at the leading edge of technology personalization.

Andrew Beddoe, Director of Consumer & Health Business, Cambridge Consultants

Eric Cohen, SVP Consumer Business, Cambridge Consultants

11:30 OVERCOMING HURDLES IN GROWTH Brands need to overcome hurdles and difficulties when it

comes to growth. Although the beauty industry historically has grown faster than in related consumer industries, growth for the majority of brands has not been exponential. Jennifer Yen of Pur~lisse and YENSA managed to not only pull one company out of an economic down-turn but has scaled it to the success it is today, surpassing $10 million in sales. Jennifer shares her growth story, touching upon the tangible steps taken to overcome major hurdles.

Jennifer Yen, Founder and CEO, Pur~lisse & YENSA

11:55 INVESTOR INSIGHTS With investors having poured more than $464 million

into beauty start-ups by last summer, and more than 85 transactions announced, 2018 was a record-breaking year for M&A activity in beauty. In a diverse gathering of investors, the panel shares insights into what makes a brand attractive for investment, how to prepare for entering the process of raising capital, and success stories of beauty brands from their own portfolios. The panellists will touch upon what information brands need to bring to the table and creative ways in which brands have lit up on an investors radar, and investment faux pas.

Victoria Garcia, Member of the Council of Mentors, The Ember Company

Sarah Foley, Managing Director, SWAT Equity Partners Tina Bou-Saba, Private Investor, CxT Investments Sonya Brown, General Partner, Norwest Venture Partners Sunny Dhillon, Partner, Signia Venture Partners

12:20 INFLUENCER MARKETING Influencer marketing has become the new standard. Business

intelligence is on the rise, and in a panel of Social Standard’s most successful clients, find out how modern influencer marketing can grow your brand to the next level.

Moderator: Devon Bergman, CEO, Social Standards

Alicia Yoon, Founder, Peach & Lilly Paula Pontes, SVP & Global General Manager, GLAMGLOW


AGENDA April 25th, 2019

12:40 NETWORKING LUNCH

13:20 PRIVATE PRE-SCHEDULED MEETINGS 4x15 minute meetings

14.20 A RETAILERS PERSPECTIVE Sponsored by EC Scott Group

A retailer’s relationship with the consumer allows them a real-time perspective on key industry trends. This panel explores emerging trends disrupting beauty, such as transparent ingredients and CBD products. The panel will touch upon how they work with their most successfully commercialised brands and what they look for when taking on a new brand. In addition the panellists will explore unique cases where brands have grabbed their attention, achieving an omnichannel approach to reaching consumers, and the importance of sustainable packaging, a key driving trend in 2019.

Moderator: Liz Scott, President, EC Scott Group

Heather Connelly, Senior Director, Buying & Merchandising, Cos Bar

Michelle Connelly, Director, Merchandising & Planning, Credo Beauty

Allison Elliott, Store Director, Violet Grey

14:50 REACHING THE GEN Z CONSUMER With a spending power currently valued at $44 billion, Gen

Z are superseding millennials as the new largest power-house purchasers on beauty products. As they enter their prime spending years, reaching Gen Z has become a core focus for many brands. Founded in 2015 Taste Beauty is on track to achieve sales of £50 million within three years, and its pop culture-inspired, social media-friendly products aimed at Gen Z has attracted partners Disney, Nickelodeon, Universal, General Mills, and Pepsi. Alex reveals how a diversified business structure allows brands to reach Gen Z consumers while maintaining brand integrity.

Alex Fogelson, Co-Founder & CEO, Taste Beauty

15:10 STRATEGIC VS. PRIVATE EQUITY Large multi-national corporates continually evaluate

differentiated growing brands on their potential to strategically fit into their portfolio, and remains the core of M&A activity in beauty. With brands keen to know what makes them an attractive target for acquisition, this panel will explore what considerations brands should make when deciding whether to go down a strategic buyer or private equity route. This panel will also explore how strategics buyers integrate a brand into their portfolio and the different ways in which brands operate within their new parent company, with an opportunity to pose questions to a panel, gaining insight to achieve your M&A goals.

Alicia Sontag, Co-Founder and Partner, Prelude Growth Partners

Carla Ruiz, VP Business Development, Johnson & Johnson

Lori Haram, SVP, Business Affairs and Operations, The Estée Lauder Companies

Rich Gersten, Partner, Tengram Capital Partners

15:30 AFTERNOON NETWORKING BREAK

15:40 PRIVATE PRE-SCHEDULED MEETINGS 4 x 15 minute meetings

16:45 IMPORTANCE OF COMMUNITY IN BUILDING A CONSUMER BRAND

In today’s direct to consumer world, brands have more access than ever to an audience of their choice and shoppers have seemingly endless options for online purchasing. From niche online brands to global giants like Amazon, who wins in the battle for consumers’ hearts, minds and wallets? More and more, consumers are looking for brands and products that they identify with and perhaps most importantly, a sense of Community.

Katie Echevarria Rosen Kitchens, Co-Founder & Editor-in-Chief, FabFitFun

17:00 CLEAN BEAUTY: THE FUTURE. Natural and clean beauty products generated sales

of more than £1.5 billion in 2017, with the global clean industry set to reach nearly $25 billion by 2025. Frédéric shares how capitalizing on the clean beauty movement led to the inception of Credo, America’s fastest growing all-clean beauty retailer, and explores areas within clean beauty where consumers are paying most attention, data and trends from within the business, and how brands can harness this ever-growing trend to enhance their growth.

Frédéric Benqué, Managing Partner, NextWorld Evergreen

17:30 DISRUPTING THE BEAUTY INDUSTRY In an over-crowded market these innovative founders

share their stories, matching their brand to consumer beliefs, lifestyles, and expectations in a way which has blown competition out of the water. With only 10% of new beauty brands surviving their first 3 years, the panellists will discuss the importance of building up digital capability, a brands perspective to the importance of omnichannel in reaching consumers, and considerations around building an effective team for growth.

Shelby Wild, Founder, Playa Emmanuel Rey, Founder, YUNI Beauty Bee Shapiro, Founder, Ellis Brooklyn Dr Heather Rogers, Founder, Doctor Rogers Skin Solutions

18:00 CLOSE OF CONFERENCE


EVENT PARTNERS

PREVIOUS EVENT PARTNERS

The world’s most discerning brands and publishers use Dash Hudson to create and share photos and videos that people care about. Our visual intelligence platform provides a one-stop solution to predict performance, distribute, measure, and enhance engagement across all of your visual marketing channels. www.dashhudson.com

Stella Rising is the top independent media, marketing services, and business consulting firm for rising star brands. Stella Rising drive growth through insights framework, understanding of the consumer and brand landscape, and extensive experience in beauty, food, health, and retail.

Cambridge Consultants is a partner to the ambitious. We are the secret ingredient, applying market insight and technical expertise to transform our clients’ businesses. We build teams that are passionate about our clients’ success, working together to identify and develop world-changing products and services. With a team of more than 800 staff, including engineers, scientists, mathematicians and designers, in offices in Cambridge (UK), Boston, San Francisco, Seattle, Tokyo and Singapore, Cambridge Consultants offers solutions across a diverse range of industries. We work at the intersection of beauty and technology to deliver the personalization of skin health and beauty. Our expertise in product development, sensing and communications, service design and data analysis enables us to help our beauty and personal care clients to move from selling products to selling engaging and novel consumer experiences.

Threadstone Advisors is a leading independent advisory and investment firm specializing in the beauty and personal care, apparel, specialty retail and direct-to-consumer sectors. Our philosophy behind the creation of Threadstone Advisors is the belief that the comprehensive knowledge and a values-oriented culture of the senior partners are at the core of our success. We are committed to helping our clients benefit from more than 100 years of combined experience.

EC Scott Group is the premier Sales, Service, and Training company for prestige beauty brands looking for growth in the ever-changing US retail landscape. They provide an efficient and effective way for manufacturers and brands to reach target consumers in local communities across the nation and to provide local retailers access to high-end beauty products, as well as provide them with education tools, training, and service needed to make their businesses successful.

Croda are the name behind the high performance ingredients and technologies in some of the biggest, most successful brands in the world: creating, making and selling speciality chemicals that are relied on by industries and consumers everywhere.

FabFitFun, a women’s lifestyle brand that is best known for its seasonal subscription boxes, has grown to more than one million members, many of whom engage on a daily basis in the FabFitFun online community. With discussions around everything from beauty and fashion trends to mental health, this community grew organically and is now one of the perks that keeps FabFabFitFun members engaged between seasons and is a key differentiator for the company in what is becoming a crowded space. Co-founder and editor in chief Katie Rosen Kitchens, one of the forum’s biggest voices, will talk about how FabFitFun has grown its community over the years and the importance of community for online brands.

Instagram Partner

Event Partners

Senior Event Partners

Media Partners


Interested In

SPONSORSHIP OPPORTUNITIES?This summit offers attendees, sponsors, and event partners access to representatives of the entire Beauty ecosystem, delivering unique business development opportunities. Contact Rosy Leveque to position your organization as a leader in this marketplace and leverage bespoke business development and marketing strategies.

SPONSOR LEVEL Global Series Partner

Associate Senior Event

PartnerEvent Partner

Expertise Partner – Content & Thought Leadership

(keynote, workshop, moderator, chair)

Branding – Digital & onsite coverage

(industry & research reports, white papers, top level brand awareness)

Engagement – Networking & Meetings

(executive dinners, cocktail host, lunch host, breakfast meetings, private meeting table)

Branding Level Premium Superior Superior Standard

A GREAT OPPORTUNITY FOR: · Marketing & Digital Agency

· Ecommerce Platform

· Packaging Supplier

· Ingredient’s Supplier

· Investment Firms

· Investment Bankers

· M&A Advisor

· Strategic Consultant

· Beauty Apps

· Distribution

· Market Research

· Regulatory Organisations

Sponsorship opportunities provide direct access to the most influential executives in the industry through high-profile brand visibility and interaction, plus targeted networking. Sponsorship opportunities are limited and can be highly customized to meet your marketing objectives.

For further details or to create a tailored solution, please contact our sponsorship team:[email protected] +44 (0)20 3696 2920

One of the things Beauty & Money is doing so well is directly bringing together companies and capital.

- William Susman, Threadstone

It’s about the intel, to learn about the companies we don’t know about and to trade intelligence with the people and see new visionaries in the beauty space.

- Tracy Albert, Deloitte

There’s such a wealth of new start-up brands across all categories here today who are changing the shape of the beauty industry.

- Stirling Murray, The Red Tree


PRICING & VENUESLS Hotel, 465 S La Cienega Blvd, Los Angeles, CA 90048, USA

Standard Pricing

INDEPENDENT Beauty Brands $1,299

CORPORATE Beauty Brands / Retailers $1,699

INDUSTRY Supporting Companies $2,999

Full Workshop Day $400

REGISTER NOW

Pricing

All delegates receive:Access to all networking

and social functionsAccess to all main stage

presentationsAccess to Meeting Mojo to pre-schedule up

to 12 one-to-one meetings

“The Beauty & Money Summit successfully drew together a well curated group of strategic

buyers, acquisitive private equity firms, value added research firms, specialty investment

banks and indie beauty brands in a format that allowed for attendees to build helpful

relationships within the industry.”

— Lauren Antion, Intrepid Investment Bankers

“I really enjoyed the experience at Beauty & Money LA:

I met a lot of interesting people, listened to several very

exciting speakers, learned about many outstanding

upcoming brands.”

— Maria Didier, Rouge Bunny Rouge

https://beautyandmoneysummitla.com/events/beauty-and-money-la

Powering the Future of Beauty - Kisaco Research · · Venture Capital & Private Equity Investment...

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