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Case Studies

Explore our success stories – real projects with real impact. See how we’ve helped brands grow with strategy, innovation, and execution
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Rancho

Rancho West Beer

  • CPG / Consumer Brands
Rancho West is a premium organic beer brand making USDA-certified organic alcoholic and non-alcoholic beers without GMOs or synthetic pesticides, positioned as a clean-lifestyle alternative and already a top seller at Erewhon with growing distribution in retailers like Whole Foods, Trader Joe’s, and Sprouts across key West Coast markets.
Case Study Before | Case Study After
EXS

EXS

  • Hospitality / Real Estate
EXS is a private equity firm specializing in Social Real Estate — experience-led properties that blend hospitality, community, and technology. With over US$1B invested and a 20-year track record, EXS backs high-growth brands like Mad Monkey Hostels and Pirate Studios for both operating and property upside.
Esker

Esker Beauty

  • CPG / Consumer Brands
Esker Beauty is a modern prestige bodycare brand that turns daily routines into elevated rituals with sensorial, plant-based formulas and its patent-pending Body Plane tool, bringing spa-level bodycare into the home and top retailers like Credo and Bluemercury under founder and trend forecaster Shannon Davenport.
Something Southern

Something Southern

  • CPG / Consumer Brands
Something Southern Spirits partnered with Happy Wellness Group to support fundraising and expansion planning for its “New South” whiskey brand. Together, they crafted a compelling investor story around a $70+ quality whiskey at a $38 price point, strong early distribution in Florida, and a high-margin growth plan across the Southeast U.S.
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clearwater mockup

Clearwater Wellness Co

  • CPG / Consumer Brands
Clearwater Wellness Co partnered with Happy Wellness Group to support fundraising and go-to-market strategy for SnowCap, their thermoelectric cold plunge system. Together, they validated strong early demand with 500+ pre-sold units and positioned the brand as a category-defining leader in modern recovery hardware.
Case Study Before | Case Study After

Smooth Commerce

  • Technology / Software
Smooth Commerce is a disruptive force in restaurant technology, helping businesses drive sales and elevate guest experience through a fully customizable, white-label SaaS platform that powers branded mobile apps, online ordering, and loyalty for restaurant groups across North America.
Case Study Before | Case Study After

Wellzyperks / Clean Plates

  • Technology / Software
WellzyPerks (a subsidiary of Clean Plates, a leading digital wellness publication) engaged with Happy Wellness to drive customer acquisition and growth strategy, focusing in particular on B2B partnerships, sales, and D2C product improvements.
Case Study Before | Case Study After