Intrepid Advises Logomark, Inc. on a Majority Recapitalization with Forge52 Partners, LLC Transaction thumbnail
Deal Type:Sell-Side Advisory Sector:Lifestyle Brands

Intrepid Investment Bankers, a leading middle-market investment bank and the advisory arm of MUFG, a global financial group, announced today that it acted as the exclusive financial advisor to Logomark, Inc. (“Logomark”), a leading U.S.-based supplier of premium hard goods for the promotional products industry, on its majority recapitalization with Forge52 Capital Partners, LLC (“Forge52”).

Logomark – A Leader in Premium Promotional Hard Goods

California-based Logomark is a leading supplier of premium hard goods to the promotional products industry, with approximately 4,000 active SKUs across drinkware, bags, coolers, desktop items, tools, pens, housewares, and other categories. Logomark distributes its products through a diversified national distributor network serving corporate, nonprofit, trade association, and government end customers. Demand is primarily driven by enterprise marketing and branding budgets, with products commonly used for corporate gifting, employee recognition, customer appreciation, and promotional events tied to recurring and planned campaigns. Through its consistent product innovation, reliable supply chain, and strong distributor relationships, Logomark has established itself as a trusted partner within the industry for over the past 30 years.

The Next Chapter

Forge52 partners with management teams to build long-term equity value through a value creation model centered on strengthening core business functions and driving profitable growth. The firm’s committed capital is anchored by the family owners of Deacero, a global steel and steel products manufacturer, and reflects generations of manufacturing expertise, operational discipline, and long-term stewardship.

The partnership provides Logomark with strategic and financial support to pursue its next phase of growth, including investments in corporate infrastructure, operational capabilities, and a targeted M&A strategy within the highly fragmented promotional products market.

“We are excited to partner with Forge52 as we continue to build on Logomark’s strong foundation,” said Trevor Gnesin, Chief Executive Officer of Logomark. “Forge52’s operational mindset and commitment to build upon Logomark’s differentiated business model align well with our culture and strategic vision.”

Robert Herzog, Forge52 Operating Partner and Logomark Executive Chairman, added, “Logomark has built a premier platform in the promotional products industry with a differentiated portfolio and strong distributor relationships. We see meaningful opportunity to support management in expanding product breadth, deepening customer relationships, and executing on a thoughtful acquisition strategy in this fragmented market.”

Why This Deal Matters

  • Platform for Industry Consolidation: Logomark is positioned to drive consolidation within the promotional products industry, supported by a proven model, scalable global infrastructure, and institutional capital
  • Actionable M&A Pipeline: Forge52 and management have developed a strategic road map to pursue bolt-on acquisitions that will enhance product breadth, geographic reach, and customer diversification

From the Client

“Intrepid walked with us every step of the process,” said Clive Goldberg, President of Logomark. “Their hands-on dedication, professionalism, and strategic guidance were instrumental in achieving a fantastic outcome for Logomark and its shareholders. The team managed every detail with precision and ensured we remained focused on securing the right long-term partner.”

Intrepid’s Role in Facilitating Logomark’s Partnership with Forge52

“It was a privilege to work alongside the Logomark team on this important transaction,” said Mike Rosenberg, Senior Managing Director at Intrepid. “Logomark has built a leading position in a fragmented and resilient industry, and we are excited to see the Company execute on its growth strategy with Forge52’s support.”