Built L Catterton from a boutique investor into the world's largest consumer-focused private equity firm with over $35 billion AUM across North America, Europe, Asia, and Latin America. Backed iconic brands including Restoration Hardware, Birkenstock, Equinox, Peloton, and Vitamin Water. Pioneer in applying behavioral economics to consumer investing.
Birkenstock is a unique 'end of one' brand with 250-year history, vertically integrated with great margins, huge TAM, and consumers buy on emotional health/wellness connection rather than utility.