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.

INDUSTRY: Liquor / Lifestyle / CPG

PROBLEM STATEMENT: The U.S. whiskey market is growing steadily, yet no brand authentically represents the “New South” lifestyle—modern, inclusive, and design-forward. Consumers are looking for a premium-tasting whiskey that feels aspirational but still accessible, while retailers want proven brands with strong margins, clear positioning, and built-in audience demand.

SOLUTION: Something Southern Spirits is a modern whiskey and lifestyle brand redefining Southern hospitality for today’s consumer. Founded by veteran beverage entrepreneur Roy Warren, Jr. and global whiskey influencer Gavin Linde, the brand delivers $70+ quality whiskey at a $38 price point. Already distributed across Florida through Paradise Craft Distributors, the company is targeting 200–250 retail accounts by year-end with early interest from national and regional chains. With average 38% gross margins projected to 50%+ as blended production scales, and a planned regional rollout across the Southeast beginning Q1 2026, Something Southern is positioned to become a national brand and compelling acquisition target by 2030.

DELIVERABLES:

Pitch Deck

FUNDRAISING CLIENT

INDUSTRY: Four-Wall / Retail

PROBLEM STATEMENT: Saint approached Happy Wellness Group to secure additional investment funding for their unique “multi-modal” contrast therapy concept, opening Summer/Fall of 2025 in New York City. They had already secured approx. 500K and were looking to raise an additional 300K.

SOLUTION: Happy Wellness Group leveraged our existing investor syndicate composed of angels, VCs, and family offices to quickly find a lead investor for their pre-seed round at 300K (in addition to bringing on additional angels). We found an investor within four weeks, and closed (after investor diligence) within 4 months.

DELIVERABLE: Saint approached Happy Wellness Group to secure

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