Fundamentalco

Canaccord Genuity Advises Value Creation Consultancy Fundamentalco on its Strategic Investment from Quilvest Capital Partners

Canaccord Genuity has advised Fundamentalco, the value creation consultancy founded by Jonny Bauer, former Chief Strategy Officer of Droga5 and Head of Strategy and Transformation at Blackstone, on its strategic investment from Quilvest Capital Partners. Concurrently, Alex Lubar, former Global CEO of DDB Worldwide, has become Chief Executive Officer of Fundamentalco and will report to Executive Founder Bauer.

Established in 2024 following its carve-out from Blackstone, Fundamentalco has rapidly expanded its reach, partnering with leading private equity firms – including Blackstone, Vista, Bain Capital, Thrive, and Towerbrook – as well as major public companies, such as Hilton, Visa, Clear, and Equinix, among others. The company was specifically built to address a structural market gap: the underutilization of brand as an enterprise-wide value creation driver.

Fundamentalco has assembled a team of high-caliber strategic and creative leaders, including talent from top-tier organizations, such as Jones Knowles Ritchie and five former chief strategy officers from global networks, supported by sector specialists like Jenna Lyons for fashion, retail, hospitality, and beauty. Its integrated model spans strategic advisory, creative execution, and AI-enabled solutions, ensuring seamless continuity from strategy to implementation.

Quilvest’s investment will support Fundamentalco’s next phase of growth, particularly the scaling of its global platform and the development of its AI infrastructure and creative execution capabilities. Quilvest Capital Partners is a global investment platform managing more than $7 billion in assets, with more than 50 years of experience operating in private markets across buyout, primaries/co-investments/secondaries, real estate, and private debt strategies. This partnership reflects Quilvest’s focus on supporting differentiated, high-growth platforms that are reshaping how companies drive measurable and sustainable value creation.