Investments
4Portfolio Exits
3Funds
1Service Providers
1
Want to inform investors similar to Inverleith about your company?
Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights’ platform.
Latest Inverleith News
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.

Inverleith Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
8/15/2018 | Private Equity | Good Hemp | Yes | 1 | ||
12/16/2016 | Private Equity | |||||
1/1/2014 | Private Equity | |||||
Other Investors |
Date | 8/15/2018 | 12/16/2016 | 1/1/2014 | |
---|---|---|---|---|
Round | Private Equity | Private Equity | Private Equity | Other Investors |
Company | Good Hemp | |||
Amount | ||||
New? | Yes | |||
Co-Investors | ||||
Sources | 1 |
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 | 2 | |||
Date | 4/25/2023 | ||
---|---|---|---|
Exit | Asset Sale | ||
Companies | |||
Valuation | |||
Acquirer | |||
Sources | 2 |
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 | Acq - Fin | 1 | ||||
1/25/2022 | ||||||
3/3/2020 | ||||||
11/12/2018 | ||||||
11/2/2018 |
Date | 3/8/2022 | 1/25/2022 | 3/3/2020 | 11/12/2018 | 11/2/2018 |
---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin | ||||
Sources | 1 |
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 | Genius Foods, Genius Foods, CC Group, Heineken, ScottishPower, PwC, Edrington, and Mars | Chief Financial Officer | Current |
Name | Stella Morse | ||
---|---|---|---|
Work History | Genius Foods, Genius Foods, CC Group, Heineken, ScottishPower, PwC, Edrington, and Mars | ||
Title | Chief Financial Officer | ||
Status | Current |
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.