Case Study: Leading Non Alcoholic Beverages Company achieves a successful turnaround with Marcum LLP

A Smorgasbord of Services for a Beverage Client

Leading Non Alcoholic Beverages Company, an American-based manufacturer and exclusive U.S. distributor of several European food and beverage brands, was acquired by a European private equity group. Facing weak revenue and profitability, poor financial controls, inventory issues, and underperforming brands, the new owners needed a trusted U.S. advisor with food and beverage expertise and a broad range of services to support a turnaround. Marcum LLP was brought in to help clean up the books, improve operations, and support the acquisition.

Marcum LLP deployed a multidisciplinary team across accounting, tax, transaction advisory, IT, marketing, and search services, serving as interim CFO and helping establish a clean set of financials, improve controls, assess inventory, and identify potential tax and purchase-price adjustments. The firm also helped implement an accounts receivable factoring program, transition key functions from the seller, and create a marketing plan and systems recommendations. As a result, Leading Non Alcoholic Beverages Company gained clearer financial visibility, a monetizable inventory position, and stronger operating processes to support the acquisition’s success.