Investment Strategy - Creo Capital focuses on partnering with family-owned businesses that demonstrate proven success and unique competitive advantages, not limited to the Hispanic food sector [1][6] - The firm is interested in platform roll-up strategies, particularly in the logistics and B2B non-asset-based logistics sectors, indicating a long-term commitment to these categories [2][10] Market Trends - There is a notable increase in the consumption of Hispanic food in the U.S., with consumers eating Mexican food multiple times a week, leading retailers to expand their Hispanic offerings [3][4] - The growing Hispanic population in the U.S. presents significant market opportunities for companies like Insignia, which aims to be a one-stop-shop for Hispanic food products [3][4] Portfolio and Acquisitions - Creo Capital's portfolio includes Insignia International, which houses several Hispanic food brands acquired in recent years, such as Yucatan Foods and Tortilla King [5][6] - The firm is actively seeking to expand its Hispanic foods and private-label portfolio, targeting companies with revenues between $25 million and $1 billion [7][14] Investment Focus - The company is open to investing in various food categories, including foodservice, private label, and retail, emphasizing the quality of the business and management team over size [8][15] - Creo Capital is particularly interested in businesses with unique go-to-market strategies, which may include innovative manufacturing or distribution methods [20][21] Consumer Trends - The better-for-you food category is expected to continue growing, with consumers increasingly focused on the quality of their food [22][23] - There is a rising demand for high-protein and low-carb products, such as zero-net-carb tortillas, reflecting changing consumer preferences [23][24] ESG Considerations - While ESG awareness has diminished in the food industry, Creo Capital still considers it an important factor when evaluating potential investments, looking for businesses that offer quality products with ESG benefits [25][27]