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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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fun guy

Fun Guy

  • CPG / Consumer Brands
Fun Guy is an alternative wellness brand making mood-enhancing chocolates, chews, and elixirs with kanna and functional mushrooms, offering a legal, feel-good alternative to alcohol and substances, with 98% DTC sales, 79–85% margins, and revenue on track to exceed $1M+ in 2025 as it expands into retail.
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.
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.
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.
Saint Sauna

Saint

  • Hospitality / Real Estate
Saint approached Happy Wellness Group to secure additional investment for their unique multi-modal contrast therapy concept opening in Fall 2025 in New York City. They had already secured approximately $500K and were looking to raise an additional $300K to close out their pre-seed round.

BUMP Caviar Concept

  • Hospitality / Real Estate
Entrepreneur and founder of BUMP came to Happy Wellness Group with a concept for a caviar themed restaurant in Nashville, to be the premier dining destination for a new real-estate development / tourist center. He needed a full investor pitch deck, go-to-market strategy, and financials created.
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