CPG Due Diligence: The Operator Framework Behind a $1B Exit | Keith Levy Part 1

Podcast: M&A Science · Kison Patel

Opublikowano: 2026-04-23

Keith Levy, Operating Partner at Sonoma Brands Capital Keith Levy won't open the P&L until the founder passes. "If that one doesn't pass the sniff test, you don't even get to the product, the margin structure, the P&L, none of it." Keith is an Operating Partner at Sonoma Brands Capital and spent years buying companies for Mars Wrigley. He walks Kison through his five-pillar diligence sequence: founder, product-market fit, go-to-market, how the product is made, and financials last. A deal can fall apart at any one of those steps. He covers...