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WE ARE A High Impact Consumer Focused Investment FIrm

 

CORE BELIEFS

We believe the best way to unlock value is to be operationally engaged with a tailored approach that meets the needs of each brand, as well as our business partners.  

 

PURPOSE

Our purpose is to make our investment partners’ lives easier and returns higher.

 
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OUr model IS unique:

We deploy a combination of operating guidance and capital flexibility.

We are complimentary to both PE and HF.

We partner in only a few select engagements.

We provide Sr. Leadership at the board level while tapping our pool of proven subject matter experts for support as needed.

 

 

CORPORATE Overview

Founded by a proven transformational leader with a 25-year track record in value creation.

 

PORTFOLIO MANAGEMENT

Hands on experience with leading businesses owning multiple brands.

GLOBAL

Broad international experience in Asia, Europe, South America and Middle East.

GROWTH

Established reputation for driving market share in low growth industries, including retail footprint expansion and optimization, digital/omni-channel, brand extension and international launches.

 

 

 

 

Strategic and operational leadership

Chairman, CEO and C-Suite experience across multi-business situations and consumer categories (proven success in top-tier food, hypermarkets, book, health & beauty and apparel companies).

ATTRACTING AND DEVELOPING TALENT

Strong track record of identifying and retaining incumbent talent, and skilled at recruiting key executives from the best companies.

PRIVATE EQUITY

We have over 15 years of deeply rooted, top-tier PE Firm relationships to draw on.

 

 

FIS LEADERSHIP

At the head of FIS Holdings is Glenn K. Murphy. He is an innovative strategic thinker with a proven 25-year track record of success in senior leadership roles at Loblaw Companies and at the helm of Shoppers Drug Mart, Gap Inc., and now FIS Holdings Ltd. 

The business world is changing rapidly and Glenn has the rich experience base and open mind required to help management teams adapt to these conditions.

“In today’s consumer environment, winning year in and year out is daunting to a CEO. Having a Chairman to lean on for support is invaluable.” 
- Glenn K. Murphy
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GLENN K. MURPHY

GAP INC. | CHAIRMAN & CEO 2007 - 2014

The Gap was founded in 1969 by Don and Doris Fisher and became a leading global apparel company with iconic Brands such as Gap, Banana Republic and Old Navy.  In the summer of 2007, The Gap was in need of a turnaround and revitalization. 

Under Murphy’s stewardship, the Company evolved its culture, simplified its operations, globalized and acquired new brands. 

The results speak for themselves. Under Glenn’s tenure, GAP recorded a six-year Earnings Per Share CAGR of 17 percent and total shareholder return of more than 160 percent. 

 

SHOPPERS DRUG MART | CEO 2001 - 2007

Shoppers Drug Mart is Canada’s largest health and beauty brand, currently operating over 1300 stores.  In 2000, Shoppers was sold to a consortium of institutional investors led by KKR and Bain Capital. In 2001, Glenn Murphy was appointed Chairman and Chief Executive Officer of the company. 

Early in his tenure, he built a powerful management team through a combination of internal and external talent. This new team reinvented the delivery of health and beauty in Canada, making Shoppers Drug Mart revered globally as best-in-class.

In November 2001, Glenn took Shoppers Drug Mart public on the TSX. Initial IPO shares opened at $18 and hit an all-time high of $58 while Glenn served as CEO.

 

 
 

INVESTMENTS

LULULEMON athletica, Inc. 

Glenn Murphy joined the board of Lululemon as Co-Chairman in April, 2017.  FIS Holdings currently holds 100,000 shares of LULU.

About the Company: Founded in Vancouver, Canada in 1998, Lululemon Athletica is a technical athletic apparel company for yoga, running, training and most other sweaty pursuits.  At the start of 2017, the Company operated 406 stores across 12 countries.  

Serta Simmons Bedding 

Glenn Murphy joined the Board of Serta Simmons in June 2017.  FIS Holdings invested a significant portion of their capital in SSB Inc. equity.   

About the Company: Serta Simmons Bedding is currently owned by 3 private equity Companies: Advent International, Ares Management and the Ontario Teachers’ Pension Plan.  With 140 years of sleep innovation experience and its position as the #1 US bedding Company, SSB has diverse product lines across innersprings, specialty foam and hybrid mattresses under the Serta, Beautyrest and Simmons brand names.

 

ENGAGEMENTS

Whole Foods market 

FIS Holdings teamed up with Jana Partners LLC to acquire 8.7% of WFM.  This position became public through a 13D Filing on April 10th, 2017.

The 13D Filing identified multiple operational as well as governance improvements the group expected to be undertaken by the board and management of Whole Foods.

On Friday, June 16th, 2017, Amazon offered to acquire WFM for $42 per share – a deal valued at $13.7B.  FIS Holdings has since exited their position in Whole Foods.

About the Company: Whole Foods Market is the leading natural and organic foods supermarket.  In fiscal year 2016, the Company had sales of approximately $16 billion and currently has over 465 stores in the United States, Canada, and the United Kingdom. 

LENDIFIED

FIS Holdings injected a significant amount of capital in the form of debt financing in September 2016.  FIS also provides advice to the CEO and Founder.

About the Company: Lendified is Canada’s premier online lender for small businesses and offers an AI-powered credit platform to financial institutions across North America. The company also, through its Vault Circle subsidiary, became the first digital lender to secure an exempt market dealer license from the OSC

GIFTAGRAM

FIS Holdings became an equity Investor in Giftagram in June 2017 and is providing on-going strategic direction.

About the Company: Giftagram brings back the timeless act of gift giving with the ease of sending a text message. Giftagram is a mobile-first curated gifting platform which partners with best-in-class brands/retailers, allowing users to send beautifully, design focused, quality gifts.

 

 
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