
Marcum New York Food & Beverage Summit
Overview
VITAL EVENT FOR INDUSTRY PROFESSIONALS LIKE YOU
The Marcum Food & Beverage Summit brings together the best and brightest in the field – food and beverage executives gathering with others in the industry for an evening of networking and vital information.
The Summit includes valuable networking and a constructive educational panel, discussing the latest trends in the industry. Change used to happen slowly and allow the opportunity to spend time making well-informed decisions. How can food and beverage companies adapt now that changes in trends happen so rapidly?
The Marcum Food & Beverage Summit is an essential event for industry executives looking to foster growth, encourage dialogue, and inspire creative thinking.
Agenda
Registration, Networking, Cocktails, Gourmet Food
It’s the room where it happens, to borrow from our Broadway friends. Network with others in the industry to spur collaboration, gain insights, and forge relationships.
In addition, visit and cast your vote for your favorite exhibitor at the Innovative Emerging Company Showcase, where up-and-coming F&B companies display their products, offer food tastings, and demonstrate their differentiation as they make valuable connections.
Panel Discussion: Considerations When Thinking of Selling Your F&B Company
If you are thinking about selling your business, there is more to consider than valuation and purchase price. Should you sell to a private equity firm or a strategic company? What is the investment banker’s role in the transaction? We will discuss advantages, disadvantages, negotiation techniques, and the potential for growth equity partnerships. Join us to get clear insight into the benefits of a sale and the pitfalls to avoid.
After the panel, we will announce the results from the Showcase and award the 2022 Most Innovative F&B Company.
Networking
Panelists

Brian Boyle
Brian Boyle is a Managing Director in Capstone Partners’ Consumer Investment Banking team and leads its food & beverage industry team. Brian brings 35 years of mergers & acquisitions and capital markets experience to the firm. Mr. Boyle is exclusively focused on advising food, beverage and agribusiness clients and has guided hundreds of companies through M&A transactions, capital raises, and initial & secondary public offerings. Mr. Boyle has extensive cross border transaction experience working with strategic acquirers within the food sector.

Daniel Grubbs
Daniel Grubbs leads the PepsiCo Ventures Group with the aim of identifying, securing, and nurturing PepsiCo’s partnerships with emerging Food & Beverage companies. The Ventures Group mission is to champion the founders’ vision while also supporting PepsiCo’s transformation and long term market position. Previously, Daniel helped lead PepsiCo’s Premium Beverage/Emerging Brands division, encompassing Naked Juice, IZZE, O.N.E. Coconut Water, and KeVita. During his tenure Naked Juice became a $1B retail business for PepsiCo, while KeVita was successfully integrated into the PepsiCo family after a period of investment. Before PepsiCo, Daniel held a number of key roles with IRI, including co-leading the Strategy Growth Consulting practice with a focus on Corporate Portfolio Strategy and M&A Due Diligence.

Clément Pointillart
Clément Pointillart leads the Verlinvest US office and is part of the Consumer Products and Retail practice. He serves (or has served) on the board of several portfolio companies, including Oatly, Chewy, Vita Coco, Hint, Pedego, Valtech and Frichti.
Sponsorships
To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Flo Federman, Senior Marketing Manager, Marcum LLP
[email protected] or 631.414.4299
CONFERENCE OPENING SPONSOR $7,500 (SOLD)
- Welcoming remarks and company introduction at onset of conference
- Four tickets to the event*
- Company name and logo prominently displayed on all promotional elements (website, invitations, press releases, conference booklet, event signage)
- Full page ad in conference booklet
- Goody bag insert
- Pre- and post-event publicity
- Program recognition
- List of attendees
PANEL SPONSOR $7,500 (SOLD)
- Company introduction and introduction of panelists
- Four tickets to the event*
- Company name and logo prominently displayed on all promotional elements (website, invitations, press releases, conference booklet, event signage)
- Full page ad in conference booklet
- Goody bag insert
- Pre- and post-event publicity
- Program recognition
- List of attendees
INNOVATIVE EMERGING COMPANY SPONSOR $7,500 (SOLD)
- Company introduction and announcement of Most Innovative Emerging Company winner
- Four tickets to the event*
- Company name and logo prominently displayed on all promotional elements (website, invitations, press releases, conference booklet, event signage)
- Full page ad in conference booklet
- Goody bag insert
- Pre- and post-event publicity
- Program recognition
- List of attendees
COCKTAIL SPONSOR $5,000
- Two tickets to the event*
- Company name and logo prominently displayed during cocktail hour<
- Half page ad in conference booklet
- Goody bag insert
- Pre- and post-event publicity
- Program recognition
- List of attendees
FOOD SPONSOR $5,000
- Two tickets to the event*
- Company name and logo prominently displayed at all food stations<
- Half page ad in conference booklet
- Goody bag insert
- Pre- and post-event publicity
- Program recognition
- List of attendees
CONTRIBUTING SPONSOR $2,500
- Two tickets to the event*
- Goody bag insert
- Pre- and post-event publicity
- Program recognition
* Receive one additional complimentary ticket for each registered food & beverage executives you invite.
Sponsors
Please join us in thanking the sponsors who make the event possible.
Conference Opening Sponsor
Paycor
Paycor builds HR software for leaders who want to make a difference. For 30 years, we’ve been listening to and partnering with leaders of medium and small businesses, so we know what they need: HR technology that saves time, powerful analytics that provide actionable insights and dedicated support from HR experts. That’s why more than 40,000 SMBs trust Paycor to help them solve problems and achieve their goals.
Panel Sponsor
Rosenthal & Rosenthal
Rosenthal & Rosenthal is the leading privately-held factoring, asset based lending, purchase order financing, d2c and ecommerce inventory financing firm in the United States. Founded in 1938 by Imre J. Rosenthal, the firm is now led by the second and third generations of the Rosenthal family. Rosenthal is committed to providing personalized service and flexible financing solutions to clients across a broad range of industries. Rosenthal has offices in New York, California, Georgia and North Carolina.
Innovative Emerging Company Sponsor
HSBC Bank
The HSBC Group is one of the world’s largest banking and financial services organizations with a market capitalization of $118 billion, assets in excess of $2.9 trillion, and a Tier 1 Capital ratio over 15.9%.
HSBC Bank USA, N.A. is the largest foreign owned bank in the United States with US$200 billion in domestic assets and over 2 million corporate and personal customers.
HSBC began US commercial operations in 1980 following the acquisition of Marine Midland Bank. The US market remains a strategic priority for HSBC who continue to build a presence in the region. HSBC is committed to providing a full-suite of products and services that customers come to expect through our corporate banking, global banking and markets, global asset management, private banking, retail banking, wealth management and insurance businesses.
Our corporate banking segment services businesses across the US and the globe with offices strategically placed in key US cities in California, Colorado, Florida, Georgia, Illinois, Massachusetts, New York, North Carolina, Oregon, Pennsylvania, Texas, Washington DC & Washington State.
Cocktail Sponsor
BHI
BHI, the U.S division of Bank Hapoalim, Israel’s leading financial institution, provides commercial banking solutions to middle market clients in sectors including commercial real estate, C&I, food and beverage, entertainment, apparel, healthcare and high-tech. In addition to its New York headquarters, the bank operates U.S. Representative Offices in Woodcliff Lake, New Jersey; Miami, Florida; and Los Angeles, California.
Capital One
Capital One ® Financial Corporation is one of the world’s largest financial organizations, holding more than $310 billion in deposits and $425 billion in total assets. With offices, branches and operating units nationwide, Capital One offers a broad spectrum of financial services to retail and commercial customer, including banking, lending, treasury management, capital markets, private wealth management, and much more.
IDB Bank
With over $11 billion in assets and over 70 years of continuous service, IDB Bank is a New York State-chartered full-service bank, a member of the FDIC, and the largest Israeli bank operating in the U.S. Headquartered in Manhattan, IDB operates branch offices in Brooklyn, NY, Staten Island, NY and Short Hills, NJ, and branches in Southern Florida and Southern California. The bank offers a full-service lending platform for private and commercial banking, trade services and deposit products to U.S.-based and international clients. Its areas of expertise include Middle Market, Asset Based and Commercial Real Estate Lending, Factoring, Trade Finance, Apparel and Consumer Products, Healthcare, Food and Beverage, High-Tech, Education and Non-Profit sectors.
M&T Bank
M&T Bank is one of the top 20 full-service U.S.-based commercial banks, with 17,000 employees and a long history of community-focused banking. Founded in 1856, M&T provides commercial, retail, business, investment, mortgage and professional banking services through more than 750 branches and 1,800 ATMs throughout New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and the District of Columbia.
In addition to banking products, M&T and its subsidiaries offer customized private wealth and institutional services through Wilmington Trust, one of the largest personal trust providers in the U.S.
Food Sponsors
Bank United
BankUnited, Inc. (NYSE: BKU), with total assets of $35.2 billion at March 31, 2021, is the bank holding company of BankUnited, N.A., a national bank headquartered in Miami Lakes, Florida that provides a full range of banking and related services to individual and corporate customers through banking centers located in the state of Florida and in the New York metropolitan area. BankUnited also offers certain commercial lending and deposit products through national platforms.
CIT Group
CIT is one of the nation’s leading providers of factoring and financing to middle market consumer product companies. Our customized financial solutions help companies improve cash flow, reduce operating expenses and mitigate credit risks. As a preeminent lender and provider of lending and financial and operational solutions to companies in the consumer products space, CIT can help you focus your efforts on developing ideas into sustainable, growing businesses.
Signature Bank
Signature Bank, member FDIC, is a full service commercial bank with 38 private client offices supporting over 130 private client teams located throughout the New York metropolitan area as well as in Connecticut, North Carolina, the Los Angeles area and in San Francisco. Signature Bank is an S&P 500 Company with $121.85 billion in assets, ranking the Bank in the top 1 percent of commercial banks in the US. Private Client Groups are composed of experienced financial professionals and are the single point of contact for every Signature Bank relationship. This ensures consistent, efficient, personalized service dedicated to understanding client’s businesses intimately in order to provide custom solutions to best meet specific needs.
Contributing Sponsors


Vendors/Nominees
Most Innovative Emerging F&B Company
During the cocktail reception of Marcum’s Food & Beverage Summit, we will feature an Innovative Emerging Company Showcase. Up-and-coming F&B companies display their products, offer food tastings, and demonstrate their differentiation. Attendees will cast their votes for their favorite exhibitor, who will win a $2,500 prize and bragging rights as the Most Innovative Emerging Company.
This year’s nominees are:
Registration
TICKETS
Free! Food & Beverage company executives
$100* All others (consultants, suppliers, providers, and vendors)
*Plus, you must bring one registered food & beverage executive. Once registered, we will be in touch regarding payment.