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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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Sun Theory

Sun Theory

  • Cannabis / Alternative Wellness
Sun Theory is a leading plant-based wellness and cannabis holding group, launching SPV IV—an asset-backed portfolio of five brands and dispensaries, including an Arnold Palmer licensing deal—targeting 58.8% net IRR and ~$100M revenue by 2025, with multiple EBITDA-positive assets and $45M already committed toward a $60M raise.
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
Holy Water

Holy! Water

  • CPG / Consumer Brands
Holy! Water is a female-founded, PhD-led functional beverage brand creating premium tonics that blend adaptogens, nootropics, and functional mushrooms to deliver clean energy, focus, and mood support by day, and sophisticated non-alcoholic social drinks by night for modern, health-conscious consumers.
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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The Pack

The Pack

  • Health / Science / Healthcare
The co-founder of Rumble Boxing (over 100+ studios worldwide) approached Happy Wellness Group with a new group fitness concept they were launching based on “preparedness and self defense”, while building upon the high-energy, fun atmosphere that customers had already known and loved with their prior fitness enterprise.

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