me & my BIG ideas, Inc. has received a majority investment from Main Post Partners
March 2019 — me & my BIG ideas, Inc., parent company of the Happy Planner®, a fast-growing, creative lifestyle brand, has received a strategic growth investment from Main Post Partners, a San Francisco-based private equity firm. Financial details have not been disclosed.
Based in Fountain Valley, California, me & my BIG ideas is a leading designer and distributor of branded planners, crafting, and paper crafting accessories. The company was founded 20 years ago by mother-daughter duo Terri Gick and Stephanie Fleming and has built a cult-like following driven by the launch of the Happy Planner®, a highly-successful, customizable disc-bound planner system that combines consumers’ need for organization with their love for creativity.
Main Post Partners is a private equity investment firm focused on investing in proven growth companies across the consumer value chain. Main Post Partners invests in both majority and minority positions primarily in first institutional capital situations where founders, entrepreneurs and management teams are looking for an experienced partner to help build their companies to full potential. The firm works closely with a network of successful executives to provide operational and strategic support to its management partners.
Our role in the transaction
Oaklins' team in Los Angeles advised the seller in this transaction.
Talk to the deal team
Gary Rabishaw
Oaklins Intrepid
Andrew Colmar
Oaklins Intrepid
Hayden Rosenthal
Oaklins Intrepid
Related deals
Mattina Holding has sold a 5% stake in Gens Aurea via accelerated bookbuild
Mattina Holding S.A. (DVC Partners) has sold a 5% stake in Italian company Gens Aurea S.p.A. through an accelerated bookbuild, raising approximately US$69.96 million.
Learn moreTNT has been acquired by PM Studio
TNT Group has been acquired by PM Studio Group, backed by Andera Partners, bringing together two complementary specialists in premium packaging for the beauty and luxury industries. TNT’s expertise in bespoke primary packaging complements PM Studio’s secondary packaging, gifting and creative design capabilities, creating a broader, integrated offering for major luxury brands. The transaction strengthens the group’s geographical footprint in Asia and the USA, diversifying its customer portfolio. The combined group generates over US$145 million in revenue and has approximately 150 employees worldwide. Following the transition of operational leadership to CEO Damon Kennish, the founders completed the sale to PM Studio while making a significant reinvestment alongside the management team, demonstrating their confidence in the combined group’s long-term potential. It aims to reach US$280 million in revenue by 2029 through organic growth, commercial synergies and further acquisitions.
Learn moreComtax has been acquired by Ryan
Comtax, a São Paulo-based tax technology consultancy specializing in tax determination and digital tax compliance, had been acquired by Ryan, the world’s largest firm dedicated exclusively to business taxes. The transaction marks Ryan’s entry into the Brazilian market, adding a specialized team and an established base of large corporate clients in Brazil, one of the world’s most complex tax environments, at a time when the country’s consumption tax reform is set to reshape how companies calculate and report indirect taxes. For Comtax, the acquisition brings access to Ryan’s global platform, technology and client network across more than 80 countries, creating opportunities to scale its tax determination and compliance offering beyond its current footprint. Comtax’s founders will continue to lead the business.
Learn more