Fundamental Brands

About the offering

Fundamental Brands is a growth accelerator and holding company that acquires majority stakes in consumer brands operating in the beauty, fragrance, personal care, and private label industries. The company targets brands generating between $2 million and $50 million in annual revenue that already have an established identity, skilled leadership, and proven products. Upon acquisition, Fundamental Brands typically purchases 80–90% of a portfolio company using a combination of cash and Fundamental Brands equity, allowing founders to retain a meaningful stake in their own brand while also becoming shareholders in the broader portfolio. The company provides portfolio brands with shared back-office infrastructure (HR, finance, accounting, payroll), expanded distribution networks, growth capital, omnichannel marketing support, R&D capabilities, and supply chain and manufacturing efficiencies. The goal is to remove administrative burdens so founders can focus on product development and brand building. Current portfolio includes: Amala, a clinically-proven, 100% certified natural skincare brand with proprietary biotics, currently offering 17 active SKUs with 17 more anticipated by 2026–2027, and partnerships with 12 high-end resort partners; a private label arrangement with CVS, delivering formulation and manufacturing across everyday essentials; and Great American Beauty, a fragrance company established in 2007 that produces licensed lines for brands including Ellen Tracy, Ford Mustang, and IZOD. This Regulation CF offering sells units at $10.00 each, with a $500 minimum investment. Each unit contains 50 preferred shares and 10 common shares. Preferred shares are structured to deliver monthly royalty distributions based on company revenue (not profits), targeting a minimum annualized return of 8% and capped at 20%. After a minimum of three years, the company has the option to repurchase preferred shares at the original purchase price; investors retain their common shares regardless. Common shares provide potential long-term upside through future distributions or a liquidity event such as an acquisition or IPO. The target raise is $5 million, and the pre-money implied valuation is $165,060,000. Leadership includes CEO Mark Hauman (20+ years scaling businesses across public, private, and PE-backed environments), CFO Scott Metheny (20+ years in healthcare finance), CMO Allison Mosca (12 years in integrated brand and media strategy, previously Media Director at Omnicom), and CLO Gary Leonard (30+ years in corporate law). The board includes co-founders Jack Takacs (entrepreneur and corporate finance executive with 50 years of experience), Sam Genovese (25+ years in healthcare operations, formerly COO at KRS Global Biotechnology), and Edward Klayman (co-founder and CEO of IMAC insurance marketing since 1994). The offering uses DealMaker Securities as broker-dealer, Solon Law as legal counsel, Mongio and Associates as auditor, and DealMaker Shareholder Services as transfer agent.

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