Industries Served

Consumer, Brands and Retail

  • Supermarkets, Grocery and Consumer Staples
  • OTC Pharmaceuticals and Sundries
  • Specialty and Health Foods
  • Hardware, Stationery and Office Supplies
  • Consumer Electronics
  • Clothing and Fashion Accessories
  • Luxury Goods
  • Convenience and Variety Stores
  • Small Specialty and Novelty Stores
  • Consumer Discretionary Goods, NEC

Beacon has extensive experience working with businesses in the consumers and retail industry.


Beacon Advisors was engaged by a popular gourmet bakery chain known for its popular specialty baked breads, pastries, Viennoisserie and savories. In just nine years, the business had achieved exponential revenue growth and success with retail locations in the distillery district, First Canadian Place, the beaches, and Leslieville. After running the business successfully and seeing it grow, the owners wanted to leave the business in the hands of someone with the resources to further leverage its strong brand name and reputation. Due to Beacon’s strong outreach in Ontario and experience in the consumer and retail industry, Beacon was chosen as the exclusive broker and provided sell-side transaction advisory services through the entire sale process.


Beacon began by compiling a fairness opinion to determine the business’ true fair market value and proceeded to compile deliverables and confidentially market the mandate to potential buyers. The business regularly featured on Instagram food blogs and food magazines and had developed reputational goodwill as a result. Beacon accounted for this intangible value in determining the value of the business. Through our large network of buyers and industry professionals, we were able to attract several buyers for the business. Based on the seller’s criteria and vision, as well as our financial acumen, we were able to pre-screen buyers and solicit offers from serious buyers.


Beacon’s team assisted our client through every step of the sale process, and successfully completed the transaction. Beacon effectively negotiated an asset transaction with a private buyer who had adequate financial resources to continue growing the business. As a part of the purchase agreement, the buyer acquired all the business’ fixed assets, a portion of inventory, and goodwill. The deal involved a 10% hold-back agreement which was to accrue interest for the benefit of the vendor. Our team was actively involved through the due diligence process, ensuring transparency between both parties. In addition, Beacon assisted with succession planning to help maintain smooth operations through the transition period without damaging the value of the business.

Industry Overview

The retail and consumer industry includes all retail businesses that directly sell to consumers viz. groceries and food services, consumer electronics, novelty and specialty items, office supplies, tools, hardware, sporting goods, fashion and clothing related merchandise and other consumer staples and discretionary goods not elsewhere classified. The industry has a wide range of suppliers including farms, agri-businesses, confectionaries, bakeries, textile mills, chemical manufacturers, etc. The industry is currently in its mature stage. The industry is lightly regulated. The consumer and retail industry depends on consumer discretionary spending, consumer confidence and price inflation. The industry thrives when all three metrics are high as industry players can generate higher margins. In addition, a weaker Canadian dollar makes Canadian goods more competitive in global trade markets. The industry is highly fragmented with several small players. Product differentiation is a key success factor in this industry. The industry is characterized by competitive pricing and retailers must constantly adapt to changing socio-cultural attitudes and consumer preferences in order to stay relevant.