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COMPANY DESCRIPTION

BKD Group is the owner and operator of multiple distinct, yet complementary bakery businesses in the greater New York area. Since acquiring artisinal bread manufacturer Rollo Mio Bakery in 2013 (re-branded to Leaven & Co.), BKD Group has gone on to acquire bakery brand BAKED, which operates two retail locations in New York, and a manufacturing and logistics business operating a 22,000 square foot bakery, with its own fleet for distribution. 

DEAL DESCRIPTION

Kuzari is raising a follow-on round of investment for BKD Group to complete the acquisition of two local artisan bakeries and to fund working and growth capital. The goal of the acquisitions is to accelerate growth, drive strategic expansion and increase near term free cash flow. The company is looking to raise between $2,500,000 and $4,400,000. 


KEY DEAL TERMS

DEAL TYPE: Growth Equity & Add-on Acquisitions
GENERAL PARTNER: Kuzari Group
MANAGEMENT TEAM: Incumbent

KEY DEAL TERMS

TOTAL INVESTMENT AMOUNT: $2,500,000
UNIT SIZE:  $250,000
CLOSING DATE:  8.31.2018

KEY L.P. TERMS

L.P. CAPITAL: Preferred Equity
CARRIED INTEREST: 40%
ASSET MANAGEMENT FEE: 2.25%

KEY DOCUMENTS (PENDING)


 

INTRODUCTION TO BKD GROUP



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