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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.
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.
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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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
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.

Elixir

  • Cannabis / Alternative Wellness
Elixir is a disruptive herbal brand that uses FDA GRAS-certified botanicals to safely mimic the sensory effects of vaping while delivering health benefits, positioning itself as a modern alternative to nicotine products for consumers seeking ritual, relaxation, and harm reduction.
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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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