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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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Cellana + Phytosmart

Cellana + PhytoSmart

  • CPG / Consumer Brands
Cellana + PhytoSmart partnered with Happy Wellness Group to support investor positioning and pitch deck development for a merged algae-based omega-3 platform, shaping a story around sustainable nutrition, whole-cell innovation, commercial traction, and the future of clean DHA + EPA supplementation.
Case Study Before | Case Study After
Awesome Aminos

Awesome Aminos

  • CPG / Consumer Brands
Awesome Aminos partnered with Happy Wellness Group to support pre-seed fundraising and strategic positioning for its Essential Amino Acid gummy brand, shaping an investor story around convenience, rising functional wellness demand, and a more modern approach to supplementation.
Case Study Before | Case Study After
Windy City Mushrooms

Windy City Mushroom

  • CPG / Consumer Brands
Windy City Mushroom is a gourmet mushroom farm and CPG brand operating a 50,000 sq. ft. facility that produces 500,000 pounds of mushrooms a year, selling fresh into 300+ supermarkets and frozen products into 500+ stores like Whole Foods and Sprouts, with 50%+ margins and national expansion underway.
Shires

Shire’s Naturals

  • CPG / Consumer Brands
Shire’s Naturals is a clean-label dairy alternative brand using fermentation-first, oil-free recipes to create cheeses and frozen ravioli that actually taste like dairy, with 250+ store placements and expansion into Whole Foods and ShopRite as it builds a modern platform for clean-label dairy-free meals and snacks.
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.
Scotts Protein Balls

Scott’s Protein Balls

  • CPG / Consumer Brands
Scott’s Protein Balls partnered with Happy Wellness Group to strengthen its purpose-driven brand and retail strategy. Together, they amplified growth for this clean, plant-based snack company while deepening its impact through a partnership with the Breast Cancer Research Foundation.
Case Study Before | Case Study After