Uncovering Capital Allocation Strategies with Keith Levy

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· EPISODE

294

Uncovering Capital Allocation Strategies

Every company must have a strong capital allocation strategy to maximize its potential. Without it, the company may end up missing opportunities and spending money on things that won't help it grow or become more profitable. In this episode of the M&A Science Podcast, Keith Levy, Operating Partner at Sonoma Brands, shares his experience on successful and unsuccessful capital allocation strategies.

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Keith Levy, Operating Partner at Sonoma Brands

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In this episode of the M&A Science Podcast, Keith Levy, Operating Partner at Sonoma Brands, shares his experience on successful and unsuccessful capital allocation strategies.

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Things you will learn in this episode:

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Strategy vs IRR
Venture capital vs recapitalization strategy
Minority vs majority recapitalization
Evaluating exit strategy

Keith Levy

Keith Levy is a seasoned M&A specialist and Operating Partner at Sonoma Brands. With nearly 35 years in the consumer goods industry, he has held key roles at Gallo, Anheuser-Busch, and Mars Incorporated. Notably, Keith was involved in the $53 billion integration of InBev and Anheuser-Busch. He later led global business development and M&A for Mars Wrigley. At Sonoma Brands, Keith focuses on consumer products, health, and beauty, leveraging his extensive experience to drive growth and integration in these sectors.

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