Experience accelerates opportunity
With Arbor Investments, vibrant businesses can be nurtured and profitably grown in partnership with exceptional entrepreneurial managers.
Arbor is led by two partners who have worked together for more than 15 years. Gregory Purcell and Joseph Campolo founded Arbor in 1999 to be the premier investment firm for growing food and beverage companies.
With a disciplined investment approach, Arbor has developed an exceptional record of performance by identifying sound investment opportunities and creating integrated growth strategies for companies under management that involve operations, manufacturing, distribution, human resources, marketing and sales.
Arbor has $258 million of capital under management across two private equity funds. Our investors include Goldman Sachs & Co., Babson Capital Management, LLC (a unit of MassMutual), ATP Private Equity Partners, BMO Capital Markets, Siguler Guff and Kentucky Retirement Systems.
Succession planning for food and beverage entrepreneurs
Arbor is an excellent resource for companies looking to develop or implement succession plans. We have worked with successful young companies as well as businesses that have prospered for generations. As industry specialists, we understand the range of issues that should be considered in the process of developing and executing efficient succession plans.
How Arbor excels
Staying ahead of the curve
We don’t require a learning curve. Our team has middle market food and beverage experience. They know how to meet industry challenges and meet market demands.
Practiced management
We believe that portfolio companies are best managed on a day-to-day basis by entrepreneurial operators, not investment professionals. We aren’t trying to put theories into practice, we know from experience. We align people, processes, and partnerships to accelerate success. Specialized teams strengthen business practices by applying market expertise and leveraging the wealth of industry knowledge within Arbor.
Sow-and-grow strategies
We don’t believe that you can grow a company by cutting its strategic resources. We look to increase market share, find efficiencies, and increase profitability by developing a strong infrastructure that includes brand development, production, distribution, marketing, sales, human resources and accounting.
Flexibility and synergy
We empower management to maximize competitive advantages and accelerate growth opportunities. We are always looking to expand horizontal and vertical reach to maximize the market penetration of a particular product, service or brand. Through this approach, our team has turned local companies into regional companies, and taken regional companies national.
Leverage matters
Our portfolio companies share information and insight, and we leverage the strength of our assets to meet defined goals for each company. Our ability to develop and deploy best practices for food and beverage companies is a strategic advantage that is unique to Arbor.