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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.
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
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
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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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
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.

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

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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