Consumer Product & RETAIL

Consumer Product

Consumer Product

Specialty Retail / E-Commerce


Peter D. Morgan

Founding Partner
Managing Director
The Spartan Group has a long track record of advisory experience in the consumer product industry, including for retailers. We believe the expertise in both the retail and consumer sectors enables us to better understand industry distribution trends including e-commerce. Senior bankers have represented such notable names as Federated Department Stores (now Macy’s), Hallmark Cards, Cost Plus World Markets, Fender Musical Instruments, and Markwins International (with cosmetic brands such as Physician’s Formula and Wet ‘n Wild).

Select Transactions

Select Prior Relationships

Prior to joining The Spartan Group, our bankers worked on many notable transactions such as these:

Client nameService
AAA CashFast LLCSale to Quick Lend Inc.
Century Theatres Inc.Buy-Side Advisory
Charlotte Russe Holding Inc. (NASDAQ:CHIC)Financing / IPO
The Cheesecake Factory Incorporated (NASDAQ: CAKE)Public Offering
Federated Department Stores Inc. (NYSE: FD)Financial Restructuring & Public Offering of Common Stock
Fender Musical Instruments CorporationRecapitalization by Weston Presidio
Hallmark Cards Inc.Expert Witness Testimony in IRS Valuation Dispute
Hallmark Cards Inc.Debt Financing
Hallmark Cards Inc.Purchase of RHI Entertainment Inc.
Natrol Inc. (NASDAQ: NTOL)Strategic Advisory / Financing
QIP Holder LLC (Quiznos)Go Private and Recapitalization by Levine Leichtman Capital Partners
Red Robin InternationalFairness Opinion on Merger with Franchisee
RockShox Inc.Recapitalization by The Jordan Company
VANS Inc.Strategic Advisory & Financing
Westinghouse Financial / Cost Plus Inc.Sale and Recapitalization
Wizards of the Coast LLCRecapitalization