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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.
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
Rook

Rook

  • Technology / Software
ROOK is the “Stripe for wearable health data,” offering an API and SDK that standardize data from dozens of devices into a single interface for digital health, insurance, and wellness companies, helping teams launch data-driven products without complex one-off integrations, and now serving 40+ paying customers with rapidly growing recurring revenue.
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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
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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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
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
Sacred Ohms

Sacred Ohms

  • Hospitality / Real Estate, Technology / Software
Sacred Ohms, an exclusive “Airbnb-style” marketplace for wellness retreat operators and hosts, brought Happy Wellness Group onboard to shape strategy, streamline operations, and launch the platform from pre-revenue concept to in-market business connecting conscious travelers with curated retreat experiences.
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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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