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Private Equity
inverleith.com

Investments

4

Portfolio Exits

3

Funds

1

Service Providers

1

About Inverleith

Inverleith invests in businesses in the categories of health & wellness, lifestyle, drinks, luxury, and heritage brands.

Headquarters Location

43 Melville Street

Edinburgh, Scotland, EH3 7,

United Kingdom

+44-131-285-1712

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Latest Inverleith News

Fresh new look for Montezuma’s Chocolates

May 20, 2020

By Anthony Myers Montezuma’s Chocolates, which was taken over in 2018 by Edinburgh-based private equity firm Inverleith LLP, has announced a brand redesign. The UK artisan chocolatier was founded by Helen and Simon Pattinson in Brighton in 2000 using only ethically sourced ingredients. The business has grown organically and with increased investment and an ambitious plan for growth, the firm commissioned design agency Butterfly Cannon to ‘re-focus the brand’s purpose and re-think its creative platform and visual identity on pack to attract a more urban ethical consumer’. “For our core brand icon, we broke the Montezuma’s M out of the ubiquitous star that it sat in, boiling down and sharpening it in order to make it the instantly recognisable star of the show​,” said Natalie Alexander, co-founder at Butterfly Cannon. “This visual link allows a flexible approach to the brand assets whilst maintaining a cohesive identity. The central theme of discovery and variety is dramatically brought to life on pack through individual flavours having their own ‘M’ icon. The result is a versatile and infinitely adaptable branding system that future proofs Montezuma’s ever-expanding product range and informs everything from Instagram to the Montezuma’s stores​,” she said. According to Alexander, since launching in April 2020, the redesign has received extremely positive feedback from consumers via social media and has directly led to increased store listings, including more lines being added in John Lewis Partnership. “We’re absolutely delighted with the new brand identity and packaging that Butterfly Cannon have created for us. It has given the brand a new lease of life and the response has been incredibly positive from both the trade and consumers. The design is bright, bold and quirky, yet still premium, reflecting the brand perfectly​,” said Debbie Epstein, marketing director for Montezuma’s. Copyright - Unless otherwise stated all contents of this web site are © 2020 - William Reed Business Media Ltd - All Rights Reserved - Full details for the use of materials on this site can be found in the Terms & Conditions

Inverleith Investments

4 Investments

Inverleith has made 4 investments. Their latest investment was in Good Hemp as part of their Private Equity on August 8, 2018.

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Inverleith Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

8/15/2018

Private Equity

Good Hemp

Yes

1

12/16/2016

Private Equity

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10

1/1/2014

Private Equity

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10

Other Investors

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0

Date

8/15/2018

12/16/2016

1/1/2014

Round

Private Equity

Private Equity

Private Equity

Other Investors

Company

Good Hemp

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Amount

New?

Yes

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Co-Investors

Sources

1

10

10

0

Inverleith Portfolio Exits

3 Portfolio Exits

Inverleith has 3 portfolio exits. Their latest portfolio exit was Planet Organic on April 25, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

4/25/2023

Asset Sale

$99M

2

4/24/2023

Asset Sale

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$99M

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10

4/12/2019

Merger

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$99M

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10

Date

4/25/2023

4/24/2023

4/12/2019

Exit

Asset Sale

Asset Sale

Merger

Companies

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Valuation

$99M

$99M

$99M

Acquirer

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Sources

2

10

10

Inverleith Acquisitions

6 Acquisitions

Inverleith acquired 6 companies. Their latest acquisition was Farmison on March 08, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

3/8/2022

$99M

Acq - Fin

1

1/25/2022

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$99M

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10

3/3/2020

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$99M

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10

11/12/2018

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$99M

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10

11/2/2018

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$99M

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10

Date

3/8/2022

1/25/2022

3/3/2020

11/12/2018

11/2/2018

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acq - Fin

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Sources

1

10

10

10

10

Inverleith Fund History

1 Fund History

Inverleith has 1 fund, including Inverleith.

Closing Date

Fund

Fund Type

Status

Amount

Sources

9/24/2018

Inverleith

Diversified Private Equity

Closed

$70.5M

1

Closing Date

9/24/2018

Fund

Inverleith

Fund Type

Diversified Private Equity

Status

Closed

Amount

$70.5M

Sources

1

Inverleith Service Providers

1 Service Provider

Inverleith has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Counsel

Service Provider

Associated Rounds

Provider Type

Counsel

Service Type

Partnership data by VentureSource

Inverleith Team

3 Team Members

Inverleith has 3 team members, including current Chief Financial Officer, Stella Morse.

Name

Work History

Title

Status

Stella Morse

Chief Financial Officer

Current

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Name

Stella Morse

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Work History

Title

Chief Financial Officer

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Status

Current

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