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In Session

How mission-driven businesses can find the right financial partner

BSchool Financial Partner
In this Natural Products Expo West session, panelists discuss the process their companies went through to establish the right financial relationships and what brands should be thinking about when vetting investors.

"Not all money is created equal."

—Nancy Rosenzweig, Big Path Capital

Part 1: Case Study No. 1, Traditional Medicinals 


  • Big Path Capital's Nancy Rosenzweig discusses why it is critical for mission-driven companies to find the right investor. 
  • Traditional Medicinal's Blair Kellison talks fundraising for a 43-year-old company that is still growing. 


Part 2: Case Study No. 2, Maple Hill Creamery


  • Maple Hill Creamery's Tim Joseph talks about his process of raising capital. 
  • Armonia's Caroline MacGill explains how a family office investment works and the experience of partnering with Maple Hill Creamery.


Part 3: Tips for partnering with family offices, Q&A 


  • How to determine what kind of family office to partner with. 
  • Why it's so important to unpack the term sheet negotiations with investors. 

This session—Finding the Right Financial Partnership for your Mission-Driven Business—was recorded at Natural Products Expo West 2017. 

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