2025 | Industrials
Advised
has received a growth investment from
Overview of Transaction:
March 7, 2024 – Captiva Containers, LLC (“Captiva” or the “Company”), a leading value-added manufacturer of rigid plastic packaging—including bottles, jars, and closures—for natural and cold-pressed juice, nutraceutical, cosmetics, baby food, and other consumer products in the United States, has received a strategic growth investment from Trivest Partners through its non-control investment strategy, Trivest Growth Investment Fund II (“TGIF”).
Founded in 2013, Captiva is a best-in-class provider of rigid plastic packaging containers for both established and emerging brands. The company has achieved rapid growth by delivering high-touch customer service, flexible small-to-medium production runs, and value-added services such as printing, labeling, and custom mold design. Based in Miami, FL, Captiva operates out of a newly expanded, state-of-the-art 150,000 sq. ft. facility with 16 single-stage and two-stage PET blow molding production lines.
Trivest Partners is a Miami-based private equity firm with over $6.0 billion in assets under management and a focus on founder-led and family-owned businesses. With offices across North America and more than 130 platform investments since inception, Trivest brings deep operational expertise and flexible capital solutions. TGIF is Trivest’s dedicated minority investment strategy, designed to support entrepreneurs seeking a value-added partner while maintaining control of their business.
Strategic Rationale:
Fund Aggressive Growth: The Trivest partnership enables Captiva and its founders to pursue high-impact organic and M&A initiatives while retaining financial and day-to-day operational control of the business
Pursue Add-on Acquisitions: Become the consolidator of choice within the highly fragmented US rigid plastic packaging market
Turbo Charge Organic Growth: Leverage Trivest’s portfolio support group to recruit and onboard revenue generators, and rapidly scale Captiva’s footprint to take advantage of underserved markets
Cobaltum Role / Results
Cobaltum acted as the exclusive financial advisor to Captiva Containers
Cobaltum advised Captiva in the negotiation, structuring and execution of the strategic minority investment by Trivest
Cobaltum ran a highly targeted, competitive process within a tight timeframe and in the context of significant structural complexities
Cobaltum’s impeccably managed process, skillful negotiation strategy and hands-on management approach was key to successfully closing the transaction