The Evolution of Consumer Brand Investments: How a Global Pandemic & E-Commerce Accelerated the Conversion to an Asset-Light Model.
As retail entered a new decade, the ongoing COVID-19 pandemic accelerated many industry trends already underway. Despite the uncertainty, the shift to e-commerce, the decline in brick-and-mortar stores and evolving consumer shopping habits will shape the year ahead.
Increasingly, a shift to e-commerce and brand revitalization are viable options for struggling retailers even after brick-and-mortar locations close. Despite a downturn in business, a retailer’s brand may still be profitable and worth revitalizing.
In the ‘new normal’ there are more ways to monetize brands than ever before, with or without operating physical retail stores. To achieve longevity, brands need to be capable of adapting their models quickly and making insightful decisions.
At Gordon Brothers, our approach to investing in this environment is embracing operating models with fewer fixed assets or costs that leverage partnerships and allow ecosystems to grow. Our Brands team has been at the leading edge of building and financing such businesses.
Join Tobias Nanda, President, Brands, as he discusses how Gordon Brothers has approached this evolving industry and what’s ahead in 2021.
Tobias will be joined by Nimit Shah, a Managing Director in our European practice, who will discuss our recent investment in Laura Ashley, how the deal was structured and why it was an ideal investment for the Brands team.
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About the speaker/s
Tobias Nanda is responsible for developing, driving and executing Gordon Brothers’ global brand investment strategy through both acquisition and lending. He has nearly 20 years of experience working in private equity, where he has focused on sourcing, leading and managing investments in the consumer sector. Throughout his career, he has worked actively with board members and management teams to develop and implement growth strategies to deliver attractive results to all stakeholders.
Prior to leading brand investment strategies at Gordon Brothers, he was a Co-Founder and Partner of Trimountain Partners. Before that, he was a Managing Director at Palladin Consumer Retail Partners, a Vice President of GB Merchant Partners at Gordon Brothers and a private equity associate at MedEquity Partners. Tobias began his career as an investment banker at Merrill Lynch in 1999.
He currently serves on the board of directors of Universal Lacrosse, an omni-channel distributor of lacrosse equipment and apparel and the board of directors of RED Driving School, the leading driving education provider in the U.K. He is a former director of KT Health, a sports medicine and enthusiast brand; InMotion Entertainment, an airport electronics retailer; Harry's of London, a luxury men's footwear retailer; and Arnotts, a landmark Irish department store group.
Tobias holds a Master of Business Administration from Harvard Business School and a Bachelor of Arts from Harvard College.
As the Managing Director of Financial Planning & Analysis, working closely with the senior management team, Nimit Shah is responsible for providing deal analysis across all Gordon Brothers European deals.
Having joined Gordon Brothers in 2003, he has played an instrumental role in developing the analytical tools used to evaluate deals, be it a valuation, investment or asset liquidation. His knowledge and experience makes him an integral member of the organisation. He has a significant role in all aspects of deals from due diligence and deal construction, through to contract review and assistance of the live project through to completion.
In addition, Nimit is responsible for IT and Communications across all European offices.
Prior to joining Gordon Brothers, Nimit held roles in Investment banking at Credit Suisse First Boston, retail banking at Barclays and a role in the Educational Sector.
Nimit is a qualified Chartered Management Accountant (ACMA) and has a BA. Hons. in Business Information Management and Finance from the University of Westminster.