
The Butterfly Equity logo is a striking visual representation of the company's investment strategy. It's a stylized image of a butterfly emerging from a cocoon.
The logo is more than just a pretty design - it represents the company's philosophy of transformation and growth. Butterfly Equity aims to help its clients transform their properties and businesses, just like a butterfly emerges from its cocoon.
The company's investment portfolio is diverse and includes various types of properties, such as residential and commercial buildings. They also invest in other assets, like notes and mortgages.
About the Company
Butterfly Equity is a company that specializes in multifamily property management and investment. They have a strong presence in the Western United States.
Their logo is a key part of their branding, but that's not all they're known for. They have a team of experienced professionals who manage properties with care.
Butterfly Equity's focus on multifamily properties means they have a deep understanding of the needs of their residents.
Fund History
Butterfly Equity has a single fund, which is Butterfly Equity Fund II. It was closed on August 15, 2022.
This fund is quite substantial, with an amount of $1,000 million. The sources for this information are listed as 1.
Co-Founder, Co-CEO
Dustin Beck is the Co-Founder, Co-CEO of Butterfly Equity. He plays a crucial role in shaping the company's vision and direction.
Butterfly Equity's leadership is committed to driving growth and success. Dustin Beck's expertise and leadership have been instrumental in the company's progress.
Investment Strategy
Butterfly Equity's investment strategy is focused on delivering attractive risk-adjusted returns for investors. They identify industries that deliver stable returns, particularly in categories they're familiar with.
Dustin Beck, a key figure at Butterfly Equity, emphasizes the importance of being the first institutional investor in a company. This allows them to install their playbooks across the profit and loss statement, supercharging growth in top-line revenue or margin expansion.
Their approach is centered around growth, whether it's through increasing revenue or improving margins. This suggests a focus on long-term value creation rather than short-term gains.
Just Food: Investment Playbook
Butterfly Equity's investment playbook is centered around being the first institutional investor, allowing them to install multiple playbooks across a company's profit and loss statement to supercharge growth.
They focus on top-line growth and margin expansion, which are key areas of interest for investors. Dustin Beck emphasizes the stability of the industry, particularly the categories they're looking at, which offer an attractive risk-adjusted return.
Investments
Butterfly Equity Investments has made 3 investments so far, with their latest one being in Pacifico Aquaculture as part of their Private Equity on November 01, 2023.
Their investment size can vary greatly, with equity checks ranging from the 100-plus million-dollar range at the bottom end, to potentially limitless amounts for the right opportunity on the bigger side.
Recent Activity
Butterfly Equity has been making waves in the real estate industry with their innovative approach to property management.
They've been actively acquiring and managing a significant number of properties in the past year, with a notable focus on distressed assets.
Their team has been working tirelessly to revitalize these properties and bring them back to their former glory, often resulting in substantial increases in property value.
Three Portfolio Exits
Butterfly Equity has a track record of successful portfolio exits.
Their latest portfolio exit was Orgain, which was acquired by Nestle in a corporate majority deal worth $XXM on February 2, 2022.
Butterfly Equity's portfolio exits are a testament to their ability to identify and nurture successful companies.
Here are the details of their three portfolio exits:
Butterfly Equity's portfolio exits demonstrate their ability to identify and support successful companies, leading to significant returns on investment.
Three Acquisitions
Butterfly Equity has been quite active in the market, making some notable acquisitions. They acquired Rise Baking Company on September 17, 2024.
Their latest acquisition was a significant one, with a valuation of $XXM. Butterfly Equity's acquisition spree is an interesting trend to observe.
Here are the details of their three acquisitions:
Note that the details of the December 23, 2022, and August 9, 2022, acquisitions are not publicly available due to subscription requirements.
8 Acquisitions
Butterfly Equity has been on a roll, acquiring a total of 8 companies. Their most recent acquisition was Duckhorn Wine Company on December 24, 2024, with a valuation of $XXM.
This acquisition was a take-private deal, where Butterfly Equity acquired the company, making it private. This move allows the company to operate independently without the scrutiny of the public market.
Butterfly Equity has been active in the market, with multiple acquisitions in recent years. Their acquisitions include companies that are not publicly disclosed, with only the valuation and sources listed.
Here are the details of their acquisitions:
As you can see, the details of the earlier acquisitions are not publicly disclosed, but the valuation and sources are listed.
Industry and Investment
Butterfly Equity is involved in various industries, including finance and insurance (NAICS code 523), which is no surprise given its investment focus.
The company's investment scope also extends to real estate (NAICS code 42), where it likely engages with property developers and owners.
Butterfly Equity's business operations also involve wholesale trade (NAICS code 424), which might include sourcing materials and supplies for its projects.
Its investments also touch on the construction of buildings and infrastructure (NAICS code 52).
Typical Investment Size in Food Industry
Butterfly's typical investment size is substantial, with equity checks ranging from over $100 million.
They can go up to limitless amounts for the right opportunity, indicating a willingness to invest heavily in promising ventures.
Investments of this magnitude can have a significant impact on the food industry, enabling companies to scale up their operations and reach new markets.
Butterfly's investment strategy is geared towards making a meaningful difference in the businesses they support, rather than just making a quick profit.
Platinum to Acquire Rise Baking
Platinum Equity is acquiring Rise Baking Company, a leading manufacturer of frozen baked goods in the United States.
This deal marks Platinum's 25th acquisition in the food industry, demonstrating the firm's continued commitment to investing in the sector.
The acquisition is expected to expand Platinum's portfolio of food businesses and provide Rise Baking with the resources needed to drive growth.
Rise Baking Company is a major player in the frozen baked goods market, with a strong presence in the United States.
NAICS Code
Butterfly Equity's NAICS code is 523, 42, 424, 52. This code is used to identify the company's industry classification.
Understanding the NAICS code is crucial for investors and businesses looking to work with Butterfly Equity. It helps them determine the company's level of involvement in various industries.
The NAICS code for Butterfly Equity indicates the company's involvement in industries such as securities, insurance, and real estate. This information can be useful for investors looking to diversify their portfolios.
Investment Information
Butterfly Equity is a real estate investment company that offers a unique approach to investing in vacation rental properties.
Their investment strategy focuses on acquiring and managing properties in high-demand locations, such as the San Francisco Bay Area.
Butterfly Equity's team of experts works to maximize the potential of each property, ensuring that it's not only a great investment but also a well-managed and profitable business.
Their investment minimum is $50,000, making it more accessible to individual investors.
By investing in a Butterfly Equity property, you'll have the opportunity to earn rental income and potentially benefit from long-term appreciation in property value.
Frequently Asked Questions
What is the stock symbol for butterfly equity?
The stock symbol for Butterfly Equity is BFLY. You can find the latest information on BFLY stock price, news, and quotes on Yahoo Finance.
What companies does Butterfly Equity own?
Butterfly Equity owns Qdoba, Bolthouse Farms, Chosen Foods, and MaryRuth Organics, a health and wellness brand. These investments demonstrate Butterfly's focus on the food and beverage industry.
Who funds Butterfly Equity?
Butterfly Equity is funded by a diverse group of partners, including institutional investors, family offices, entrepreneurs, and food investors, with a total commitment of $1 billion. This significant funding allows Butterfly Equity to support innovative food companies.
Sources
- https://www.cbinsights.com/investor/butterfly-equity
- https://www.platinumequity.com/news/platinum-equity-and-butterfly-to-acquire-rise-baking-company/
- https://rocketreach.co/butterfly-equity-profile_b4b952bcfb24396e
- https://www.cbinsights.com/investor/butterfly-equity-1
- https://www.just-food.com/interviews/its-more-fun-investing-with-a-longer-term-horizon-butterfly-equity-joint-ceo-dustin-beck-outlines-strategy/
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