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Sector focus.
Global perspective. Cross-border capabilities.

Consumer & Retail

We have seen a dramatic shake up of the consumer landscape over the past decade, driven in large part by technology and the lingering effects of the financial crisis. One of the key challenges consumer facing businesses today is to be smart online and re-align physical estates across all sales channels.

By combining our global resources and local expertise, we provide innovative ideas for navigating this constantly changing and evolving sector.

As a leading independent global investment bank, we offer a wide range of advisory and capital raising services as well as complex cross-border expertise to both emerging and established companies. Our idea-driven M&A and Financial Advisory, Equity Capital Markets, Debt Advisory & Restructuring and Financial Sponsors services are tailored to helping our clients achieve their strategic and financial goals.

As one of our clients, we like to understand your unique needs and the industry challenges you face. Then we provide tailored advice to turn these challenges into opportunities based on our in depth sector knowledge and transaction experience. We specifically focus on the lifestyle, leisure, shopping and dining segments of the global consumer economy.

Our Consumer & Retail transactions

We have a strong transaction track record supporting our clients through deals from start to finish, delivering execution and advice of the highest quality. See some of our recent transactions below:

Kogan.com

A$50m
Lead Manager (Block Trader – Sell Down)
February 2018

Consumer and Retail

Equity Capital Markets

Australia

Helios + Matheson

US$60m
Sole Bookrunner (Convertible Debt Offering)
January 2018

Consumer and Retail

Equity Capital Markets

US

Roots

C$200m
Co-Manager (IPO)
October 2017

Consumer and Retail

Equity Capital Markets

Canada

Altair

US$179m
Co-Manager (IPO)
October 2017

Consumer and Retail

Equity Capital Markets

US

= Cross-border transactions

    

Meet our Consumer & Retail team

We believe in developing and nurturing long term client partnerships. Our Consumer & Retail sector team is ready to explore new opportunities, drawing on a wealth of experience and insight. We offer our clients access to global capital markets and relationships across the sector, tailored to each specific requirement. Please get in touch if you’d like to find out more.

Australia

Photo of Daniel Baohm

Daniel Baohm

Executive Director, Corporate Finance

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Photo of Daniel Sharp

Daniel Sharp

Executive Director, Corporate Finance

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Canada

Photo of Jason Robertson

Jason Robertson

Managing Director, Head of Diversified Industries (Canada)

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UK & Europe

Photo of Simon Bridges

Simon Bridges

Head of Investment Banking, Europe

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US

Photo of Morgan Ley

Morgan Ley

Managing Director, Head of Consumer & Retail (US)

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Investment Banking

We have the independence and agility to offer clients sector-focused and idea-driven M&A Advisory, Equity Capital Markets, Debt Advisory and Restructuring and Financial Sponsors services.

Global locations

We have extensive operations in Asia, Australia, Canada, the Middle-East, the UK & Europe and the US. 

Our events

Discover our upcoming events around the world.

Our analysts have in-depth knowledge and offer unique, informed insights that clients can access through our research portal

Our sector coverage includes:

  • Beverages
  • Children's Entertainment
  • Consumer Discretionary
  • Consumer Income Trusts
  • Consumer Products
  • Food and Drug
  • Food Producers
  • Footwear and Apparel
  • Lifestyle, Brands and Retailers
  • Leisure Products
  • Luxury Retail
  • Merchandising
  • Restaurants & Bars
  • Specialty Retail
  • Tobacco
  • Travel & Leisure
  • Vitamin, Mineral, and Supplement Manufacturing

Sales & Trading

We provide access to global capital markets, connecting the right idea with the right client at the right time through our experienced team.

Corporate Access & Conferences

We have the contacts and expertise to help you find the right investors to speak to.

Quest®

Enjoy key investment insights from Quest®, our innovative online platform or get help, advice and support directly from our research and sales teams.

MiFID II

Our dedicated team ensured that all of our business areas that were affected by MiFID II / MiFIR were prepared for the 3rd of January.

How can we help?

If you would like to find out more about Canaccord Genuity or any of our services, please get in touch.

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