This presentation provides an overview of Level Brands, Inc., a licensing, marketing, and brand management company. It discusses Level Brands' business model of generating initial revenue from licensing deals and recurring revenue from royalties. Key brands discussed include Beauty & Pin-Ups, I'M1, and kathy ireland® Health & Wellness. Recent and prospective licensing agreements are outlined for these brands across various industries like apparel, eyewear, spirits, and CBD products. Level Brands seeks to leverage its brand portfolio and management services to build an innovative, socially conscious company.
This document brings together a set of latest data points and publicly available information relevant for Insurance Industry. We are very excited to share this content and believe that readers will benefit from this periodic publication immensely.
This document brings together a set
of latest data points and publicly
available information relevant for
Insurance Industry. We are very
excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
This document brings together a set of latest data points and publicly available information relevant for Insurance Industry. We are very excited to share this content and believe that readers will benefit from this periodic publication immensely.
This document brings together a set
of latest data points and publicly
available information relevant for
Insurance Industry. We are very
excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
FINANCIAL INDEPENDENCE - MULTIPLE STREAMS OF INCOMETalkativeMedia
Financial Independence is not a dream. It is a decision. For more information on how to join the WFG team, please contact ECM Financial Consulting at m.me/ECMFC1 via messenger.
See why indexed universal life is the best investment to put your money without being affected by market volatility and economic uncertainty. Visit http://www.gofinancials.com for more eye opening informations / videos.
Folksam Interim Report January – March 2017Folksam
2017 began stably for the Folksam Group, just as 2016 ended. We continue to work in the best interest of the customers through the small daily improvements and larger change efforts.
This document brings together a set
of latest data points and publicly
available information relevant for
Healthcare Industry. We are very
excited to share this content and
believe that readers will benefit from this periodic publication immensely.
FINANCIAL INDEPENDENCE - MULTIPLE STREAMS OF INCOMETalkativeMedia
Financial Independence is not a dream. It is a decision. For more information on how to join the WFG team, please contact ECM Financial Consulting at m.me/ECMFC1 via messenger.
See why indexed universal life is the best investment to put your money without being affected by market volatility and economic uncertainty. Visit http://www.gofinancials.com for more eye opening informations / videos.
Folksam Interim Report January – March 2017Folksam
2017 began stably for the Folksam Group, just as 2016 ended. We continue to work in the best interest of the customers through the small daily improvements and larger change efforts.
This document brings together a set
of latest data points and publicly
available information relevant for
Healthcare Industry. We are very
excited to share this content and
believe that readers will benefit from this periodic publication immensely.
Global Capital Confidence Barometer | In an age of M&A complexity, do you pau...EY
The Global Capital Confidence Barometer gauges corporate confidence in the economic and M&A outlook, and identifies boardroom trends and practices in the way companies manage their Capital Agendas — EY framework for strategically managing capital. It is a regular survey of senior executives from large companies around the world, conducted by Euromoney Institutional Investor Thought Leadership (EIITL). Our panel comprises select global EY clients and contacts and regular EIITL contributors.
See why indexed universal life is the best investment to put your money without being affected by market volatility and economic uncertainty. Visit http://www.gofinancialsd.com for more eye opening informations / videos.
Based in Ann Arbor, Michigan, Zomedica is a veterinary health company creating diagnostic and therapeutic products for horses, dogs, and cats by focusing on the unmet needs of clinical veterinarians. With modest cash burn and a strong balance sheet, including $142.4 million cash and cash equivalents as of June 30, 2023, Zomedica is well-positioned to fund both organic growth and acquisitions.
Dócola is a social good organization with the only free care communication platform that consolidates thousands of free and low-cost patient education resources from the leading nonprofit, government, and commercial organizations in one marketplace. Plus, you can easily create and upload your own resources.
INNO HOLDINGS INC. is an innovative building-technology company with a mission to transform the construction industry with our proprietary cold-formed steel- framing technology and other building innovations
Everything Blockchain builds platforms of trust for the modern enterprise and is on a mission to ensure every organization has access to the tools and platforms that enable them to manage, store, and protect data without the cost and complexity that holds them back today. The Company’s patented advances in engineering deliver the essential elements needed for real-world business use: speed, security, and efficiency. Everything Blockchain’s current business lines include: EB Advise, Build DB and EB Control.
ASP Isotope is an isotope enrichment company utilizing technology developed in South Africa over the past 20 years to enrich isotopes of elements or molecules with low atomic masses. Many of these elements are unsuitable for enrichment using traditional methods such as centrifuges. The Company’s initial focus is on producing and commercializing highly enriched isotopes for the healthcare and technology industries.
MDNA Life Sciences is a pioneer in the science of mitochondrial DNA. It’s our mission to create an extensive portfolio of proprietary tests that dramatically improve diagnosis, treatment, prognosis and monitoring. Putting an end to the unnecessary surgical procedures, pain and uncertainty that affect patients across the world.
Digital Ally, Inc. is a diversified holding company with operations in video solution technology, human and animal health protection products, healthcare revenue cycle management, ticket brokering and marketing, and event production. The Company pursues an acquisition strategy that targets organizations with positive earnings, strong growth potential, innovation, and operational synergies. To maximize long-term shareholder value, Digital Ally intends to spin-off its ticketing and entertainment business lines into a separate public company in 2023. The spin-off will create two optimized, tech-driven public companies with strong growth opportunities and operating metrics.
Lantern Pharma is an AI company transforming the cost, pace, and timeline of oncology drug discovery and development. Our proprietary AI and machine learning (ML) platform, RADR®, leverages over 25 billion oncology-focused data points and a library of 200+ advanced ML algorithms to help solve billion-dollar, real-world problems in oncology drug development. By harnessing the power of AI and with input from world-class scientific advisors and collaborators, we have accelerated the development of our growing pipeline of therapies including eleven cancer indications and an antibody-drug conjugate (ADC) program. On average, our newly developed drug programs have been advanced from initial AI insights to first-in-human clinical trials in 2-3 years and at approximately $1.0-2.0 million per program.
Sharps Technology is a medical device and pharmaceutical packaging company specializing in the development and manufacturing of innovative drug delivery systems. The Company’s product lines focus on low waste and ultra-low waste syringe technologies that incorporate both passive and active safety features. These features protect front line healthcare workers from life-threatening needle stick injuries and protect the public from needle re-use. Sharps Technology has extensive expertise in specialized prefilled syringe systems and is on track to launch this new product line in Q4 2023. The Company has a manufacturing facility in Hungary and has partnered with Nephron Pharmaceuticals to expand its manufacturing capacity in the US.
Aditxt is a global innovation company focused on discovering and developing precision medicine innovations and deploying them into high-performing businesses. Aditxt’s diverse innovation portfolio includes: Adimune™, Inc., developing and designing a new class of therapeutics for retraining the immune system to address organ rejection, autoimmunity, and allergies; Adivir™, Inc., focused on identifying, developing and commercializing new ways to treat infectious diseases; and Pearsanta™, Inc., offering convenient, rapid, personalized, and high-quality lab testing —anytime and anywhere at its CLIA certified and CAP accredited clinical laboratory based in Richmond, VA.
1847 Holdings LLC, a publicly traded diversified acquisition holding company, was founded by Ellery W. Roberts, a former partner of Parallel Investment Partners, Saunders Karp & Megrue and Principal of Lazard Freres Strategic Realty Investors. EFSH's investment thesis is that capital market inefficiencies have left the founders and/or stakeholders of many small business enterprises and lower-middle market businesses with limited exit options, despite the intrinsic value of their business. Given this dynamic, EFSH can consistently acquire "solid" businesses for reasonable multiples of cash flow and then deploy resources to strengthen the infrastructure and systems to improve operations. These improvements may lead to a sale or IPO of an operating subsidiary at considerably higher valuations than the purchase price (as successfully demonstrated with the mid-2020 IPO of 1847 Goedeker on the NYSE American) and/or alternatively, an operating subsidiary may be held in perpetuity and contribute to EFSH's ability to pay regular and special dividends to shareholders.
Sharps Technology is a medical device and pharmaceutical packaging company specializing in the development and manufacturing of innovative drug delivery systems. The Company’s product lines focus on low waste and ultra-low waste syringe technologies that incorporate both passive and active safety features. These features protect front line healthcare workers from life-threatening needle stick injuries and protect the public from needle re-use. Sharps Technology has extensive expertise in specialized prefilled syringe systems and is on track to launch this new product line in Q4 2023. The Company has a manufacturing facility in Hungary and has partnered with Nephron Pharmaceuticals to expand its manufacturing capacity in the US.
SPI Energy is a global renewable energy company and provider of solar storage and electric vehicle (EV) solutions that was founded in 2006 in Roseville, California and is headquartered in McClellan Park, California. The Company has three core divisions: SolarJuice which has solar wholesale distribution, as well as residential solar and roofing installation and solar module manufacturing (Solar4America & SEM Wafertech), SPI Solar and Orange Power which operates a commercial & utility solar division, and the EdisonFuture/Phoenix Motor EV division. SolarJuice is the leader in renewable energy system solutions for residential and small commercial markets and has extensive operations in the Asia Pacific and North America markets. The SPI Solar commercial & utility solar division provides a full spectrum of EPC services to third party project developers, and develops, owns and operates solar projects that sell electricity to the grid in multiple regions, including the U.S., U.K., and Europe. Phoenix Motor is a leader in medium-duty commercial electric vehicles, and is developing EV charger solutions, electric pickup trucks, electric forklifts, and other EV products. SPI maintains global operations in North America, Australia, Asia and Europe and is also targeting strategic investment opportunities in fast growing green energy industries such as battery storage, charging stations, and other EVs which leverage the Company's expertise and substantial solar cash flow.
BullFrog AI is a technology enabled drug development company using machine learning to usher in a new era of precision medicine. Through its collaborations with leading research institutions, including Johns Hopkins University and J. Craig Venter Institute, BullFrog AI is at the forefront of AI-driven drug development. Using its proprietary bfLEAP™ artificial intelligence platform, BullFrog AI aims to enable the successful development of pharmaceuticals and biologics by predicting which patients will respond to therapies in development. BullFrog AI is deploying bfLEAP™ for use at several critical stages of development with the intention of streamlining data analytics in therapeutics development, decreasing the overall development costs by decreasing failure rates for new therapeutics, and impacting the lives of countless patients that may have otherwise not received the therapies they need.
BullFrog AI is a technology enabled drug development company using machine learning to usher in a new era of precision medicine. Through its collaborations with leading research institutions, including Johns Hopkins University and J. Craig Venter Institute, BullFrog AI is at the forefront of AI-driven drug development. Using its proprietary bfLEAP™ artificial intelligence platform, BullFrog AI aims to enable the successful development of pharmaceuticals and biologics by predicting which patients will respond to therapies in development. BullFrog AI is deploying bfLEAP™ for use at several critical stages of development with the intention of streamlining data analytics in therapeutics development, decreasing the overall development costs by decreasing failure rates for new therapeutics, and impacting the lives of countless patients that may have otherwise not received the therapies they need.
BioVie is a clinical-stage company developing what it believes will be transformative therapies to overcome unmet medical needs in neurodegeneration and liver disease. The Company is developing NE3107 for Alzheimer’s (AD) and Parkinson’s (PD) and BIV201 for refractory ascites and HRS-AKI.
Lantern Pharma is an AI company transforming the cost, pace, and timeline of oncology drug discovery and development. Our proprietary AI and machine learning (ML) platform, RADR®, leverages over 25 billion oncology-focused data points and a library of 200+ advanced ML algorithms to help solve billion-dollar, real-world problems in oncology drug development. By harnessing the power of AI and with input from world-class scientific advisors and collaborators, we have accelerated the development of our growing pipeline of therapies including eleven cancer indications and an antibody-drug conjugate (ADC) program. On average, our newly developed drug programs have been advanced from initial AI insights to first-in-human clinical trials in 2-3 years and at approximately $1.0-2.0 million per program.
Genetic Technologies is a diversified molecular diagnostics company. A global leader in genomics-based tests in health, wellness and serious disease through its geneType and EasyDNA brands. GENE offers cancer predictive testing and assessment tools to help physicians to improve health outcomes for people around the world. The Company has a proprietary risk stratification platform that has been developed over the past decade and integrates clinical and genetic risk to deliver actionable outcomes to physicians and individuals. Leading the world in risk prediction in oncology, cardiovascular and metabolic diseases, Genetic Technologies continues to develop risk assessment products.
Splash Beverage Group, an innovator in the beverage industry, owns a growing portfolio of alcoholic and non-alcoholic beverage brands including Copa di Vino wines by the glass, SALT naturally flavored tequilas, Pulpoloco Sangria, and TapouT performance hydration and recovery drinks and TapouT Cognitive Energy Drink. Splash’s strategy is to rapidly develop early-stage brands already in its portfolio as well as acquire and then accelerate brands that have high visibility or are innovators in their categories. Led by a management team that has built and managed some of the top brands in the beverage industry and led sales from product launch into the billions, Splash is rapidly expanding its brand portfolio and global distribution.
Splash Beverage Group, an innovator in the beverage industry, owns a growing portfolio of alcoholic and non-alcoholic beverage brands including Copa di Vino wines by the glass, SALT naturally flavored tequilas, Pulpoloco Sangria, and TapouT performance hydration and recovery drinks and TapouT Cognitive Energy Drink. Splash’s strategy is to rapidly develop early-stage brands already in its portfolio as well as acquire and then accelerate brands that have high visibility or are innovators in their categories. Led by a management team that has built and managed some of the top brands in the beverage industry and led sales from product launch into the billions, Splash is rapidly expanding its brand portfolio and global distribution.
2. Forward-looking Statements
This presentation may include ''forward-looking statements‘’ within the meaning of the Private Securities Litigation Reform Act of
1995. To the extent that the information presented in this presentation discusses information or expectations about Level Brands,
Inc.’s business plans, results of operations, products or markets, or otherwise makes statements about future events, such
statements are forward-looking. Such forward-looking statements can be identified by the use of words such as ''should,'' ''may,''
''intends,'' ''anticipates,'' ''believes,'' ''estimates,'' ''projects,'' ''forecasts,'' ''expects,'' ''plans,'' and ''proposes.'' These forward-looking
statements are not guarantees of future performance and are subject to risks, uncertainties, and other factors, some of which are
beyond our control and difficult to predict and could cause actual results to differ materially from those expressed or forecasted in
the forward-looking statements. You are urged to carefully review and consider any cautionary statements and other disclosures,
including the statements made under the heading "Risk Factors" in Level Brands, Inc.'s Annual Report on Form 10-K for the fiscal
year ended September 30, 2017 as filed with the Securities and Exchange Commission (the "SEC") on December 26, 2017 and our
other filings with the SEC. Level Brands, Inc. does not undertake any duty to update any forward-looking statements except as may
be required by law.
2
4. Level Brands Overview
We strive to be an innovative licensing, marketing, and brand-management
company.
We champion a bold, unconventional image and social consciousness for our company
and our brands.
4
1Ireland Men One Encore Endeavor One
1
5. **10-year exclusive license agreement for kathy ireland® Health & Wellness.
I’M1 Holdings LLC* EE1 Holdings LLC*
49%
100%**
100%
49%
51%
51%
Organization | Ownership Summary
5
Level Brands, Inc.
Major Shareholders
Ø All officers and directors as a group
31.8%
Ø IM1 Holdings LLC*
7.2%
Ø EE1 Holdings LLC*
3.6%
* Ms. Ireland and Messrs. Erik Sterling, Jason Winters, Stephen
Roseberry, and Jon Carrasco have shared voting and
dispositive control over securities held of record by IM1
Holdings, LLC and EE1 Holdings, LLC. Ms. Ireland and Mr.
Sterling, through their family trusts, are the majority members
of IM1 Holdings, LLC and EE1 Holdings, LLC.
1Ireland Men One Encore Endeavor One
1
6. Investment Highlights
Licensing – A Powerful Business Model
Ø Annual royalty fees potentially between 4% and 7%. Contracted for 5 to 10 years
Ø High growth areas and potential - in first 12 months I’M1 and EE1 have generated $3.6
million in sales (cash and non cash)
Ø Leading brand builders: kiWW® team, and Level Brands’ seasoned business and finance
executives provide leadership
Ø Growing portfolios of multi-dimensional, IP-protected lifestyle brands
Ø Extensive licensing opportunities in and additional avenues for brand expansion and
enhancement
Ø Potential for initial and recurring revenue streams
Ø Our Licensing Model is a non-capital intensive business – low overhead, no inventory
Ø Four diversified brands/business units, with potential new business pipelines
Ø Target market sectors include art, beauty, fashion, health and wellness, travel, publishing,
entertainment, and more
Ø Licensing model gross margins are high and expected to be approximately 70-80%
6
7. Licensing and Brand Management Business Model
Initial Revenue
Cash or Equity
Marketing fees, equity issuance, upfront
licensing fees, minimum royalty
guarantees, and advisory fees.
Potential Recurring
Revenue
Royalties on Every Unit Sold
ü Royalties, incl. 3rd party contacts/referrals
ü Annual marketing and licensing fees
ü No cost, no inventory
7
Level Brands seeks to structure contracts with components that
provide revenue in two phases.
8. Level Brands Licensing Contracts
Licensing – A Powerful Business Model
Ø Dynasty Group USA: Level Brands, Dynasty Group USA are teaming up in 5-year licensing deal
§ Royalty payments of 25% of gross sales until a threshold is met, and 16% of gross sales thereafter
Ø Riley Rose: Partnering with Riley Rose for distribution of Beauty & Pin-Ups products
§ Among the targets are millennial women, a demographic of some 40 million in United States
Ø Society Hill Spirits: Licensing agreement with high-quality liquor producer for Beauty & Pin-Ups vodka Line
Ø Isodiol International (OTCQB: ISOLF): $32 million value, 10-year cannabidiol (CBD) products deal
§ CBD consumer market expected to reach $2.1 billion by 2020
Ø SG Blocks: Master Purchase Agreement with Retail Innovator SG Blocks for Strategic Kure Vape Pod™ to be launched in 2018
§ Total contract value is expected to exceed $3,750,000 if all 100 units are purchased
8
9. Katie Meade lives a powerful life with Down syndrome, which does
not define her. She empowers people through the non-profit led by
one of Level Brands’ directors, Anthony Kennedy Shriver. As the first
woman in history with Down syndrome to secure a major beauty
contract and star in a beauty campaign, Katie is Fearless.
Katie Meade
Supermodel,
champion and Best
Buddies International
ambassador
Cutting-edge products, plus a social conscience
Ø Innovative and cutting-edge producer and marketer in the beauty industry
Ø Level Brands is in partnership with Riley Rose for distribution of Beauty & Pin-Ups Products
§ Riley Rose will sell the BPU products Stay Dirty 1.5 oz., Stay Dirty 6 oz., Fierce, and Valor.
Ø #1 trending story in the world for 10 days in 2016
Ø Story has reached over 1 billion people with worldwide media coverage to date
Ø Beauty & Pin-Ups donates 0.5% of net sales to support Best Buddies® International
Ø 11 products, including shampoos, conditioners, styling aides, and a patented styling tool
Ø Redefining Beauty - Brand Tenets:
ü Beauty belongs to everyone
ü Confident empowerment – pin-ups evoke same feeling of feminine beauty and
confidence as uploading a selfie does today
Ø Expanding distribution network to encompass salons, retail, and online
Ø Extended to licensing opportunities, added two new license agreements (including a line of
vodka)
Beauty & Pin-Ups
“Beauty belongs to everyone”
9
10. Definition of Health: Health is a state of complete physical, mental,
and social well-being and not merely the absence of disease or
infirmity.
World Health Organization
Kathy Ireland®
kathy ireland® Health & Wellness
Target Market Sectors Include:
Ø Complementary & Alternative Medicine
Ø Wellness Lifestyle Real Estate
Ø Spa Industry
Ø Thermal/Mineral Springs
Ø Workplace Wellness
Ø Beauty at Every Age
Ø Healthy Eating
Ø Nutrition & Weight Loss
Ø Wellness Tourism
Ø Fitness & Mind-Body
Ø Preventive & Personalized Medicine
Ø Level Brands’ newest business unit – launched Sept. 2017
Ø $32 million (approx.) 10-year licensing engagement signed Jan. 2018
Ø All products to be branded: kathy ireland® Health & Wellness
Ø Health and Wellness is one of today’s and tomorrow’s top consumer
lifestyle focus segments
Ø Wide-ranging, all-encompassing category
Ø Health and Wellness is becoming a global movement - consumers seek to
ensure healthy, happy lives for as long as possible, especially as average
lifespans continue to rise
Global Wellness Institute
Estimates are the worldwide wellness industry grew by 10.6% to $3.72
trillion between 2013 and 2015, while the global economy decreased by
3.6% — making it one of the world’s fastest-growing markets.
10
**Kathy Ireland,
according to UCLA, is
one of the Top 10
health advocates. Ms.
Ireland is global
ambassador for YWCA-
GLA, Best Buddies, and
the Elizabeth Taylor
AIDS Foundation.
kathy ireland® Worldwide, world’s 26th-largest licensor
11. Ireland Men One: I’M1
“For millennial men and the women who love them”
Founded in 2017, I’M1 is a lifestyle brand established to capitalize on potentially
lucrative licensing and co-branding opportunities with brands focused on millennials.
Ø Led by co-founder Tommy Meharey, millennial, Marine, father and youngest board member of kiWW®
Ø Goal is to become a leader in grooming, personal care, cologne, accessories, jewelry, and apparel
11
Tommy Meharey
The goal of I’M1 is to become known among households as a socially
conscious brand for millennial men and the women who love them.
Targeting millennial men, addressing $450 billion market
13. Sources: *FashionUnited Business Intelligence, “The Menswear Market” Infographic, November 8, 2016 Infographic, includes FUBI sourcing Euromonitor International, FUBI sourcing
World Trade data. **The Business Of Fashion, “A Closer Look at the $13 Billion Premium Eyewear Market,” May 15, 2015; ***Wells Fargo Securities, LLC and Nielsen C-Store Database
estimates; ****Wells Fargo Securities, LLC and Euromonitor
5-year agreement, 4% royalty fee,
$12,000 initial fee
Ø I’M1 Suits by André Philippe launches Fall 2017 -
custom suiting, ready-to-wear trousers, jackets and
other luxury menswear items
Ø A fashion-forward styling design to appeal to
millennials on the fast-track to establishing their
careers
Ø The $402 billion global menswear industry has 4.5%
average annual growth*
Ø The global market for men’s designer apparel is
projected to reach nearly $44 billion in 2020*
Ø I’M1 Eyewear by Loose Leaf began retail
placement of men’s fashion eyewear in December
2017, with continued retail and online
merchandising expansion in early 2018
Ø Sunglasses are a key fashion accessory for
millennial men
Ø The global premium fashion sunglasses and frames
segment of the eyewear market is worth nearly $13
billion**
Ø KURE Vaporium Lifestyle Lounges are developing a
new I’M1 lounge that is expected to bring an upscale
‘cool culture’ lounge lifestyle with quality product
experiences for today’s healthier alternative
Ø I’M1 branded products in development to include
KURE premium vape juices and equipment
Ø The $4.4 billion US vapor/e-cigarette market is
projected to eclipse $10 billion by 2020***
Ø The US is the largest global vaping market, at 53%,
with 50% of U.S. adult smokers having tried or
expressed interest in vapor****
5-year agreement, 4% royalty fee,
$15,000 annual marketing fee
I’M1 Men’s Fashion I’M1 Millennial Lifestyle Choice
Ireland Men One
Initial Licensing Transactions
13
I’M1 Eyewear by Loose Leaf
10-year agreement, 5% royalty fee,
$600,000 advisory fee for branding
strategy services
14. Romero Britto
Romero Britto, world-renowned
neo-pop artist who uses vibrant
colors and bold patterns as a
visual expression of hope and
happiness. Domestic product
licensing and licensing-related
entertainment ventures. 9-year
agreement, 35% royalties
kathy ireland® by Romero Britto
2017. Courtesy of Jon Carrasco for the
kathy ireland® Trust.
Brand Management Services
Ø Creative development and marketing
management for our clients as well as Level Brands
and its subsidiaries.
Ø Strategic product alignment and placement
services for clients and subsidiaries of Level
Brands.
Ø Brand strategy, extension, and distribution
support.
Ø Social and traditional media support.
Encore Endeavor One
Brand Management and Experiential Entertainment
14
15. Minimum annual royalty guarantee
plus annual marketing fees
Damiva’s all-natural vaginal-health product line
for women of all ages aligns with the team’s
efforts to impact the women’s-product industry
by breaking down barriers and creating
innovative and natural products. Brand
marketing and strategy.
Encore Endeavor One
Brand Management and Experiential Entertainment
DamivaOXiGEN™ WaterDavid Tutera
$0.40 to $0.60 per case of product sold
Formula Four Beverages’ OXiGEN™ takes water to a
whole new level. OXiGEN™ water and shot both
contain proprietary, highly stable O4 oxygen
molecule to reduce effects of fatigue and improve
post-exercise recovery. Brand marketing and
strategy.
5-year agreement, 12.5% royalties
Award-winning designer, wedding and
entertaining authority, television star, author
and philanthropist. David’s career includes
fashion, weddings, books, broadcasting and
magnificent events.
15
16. Brand licensing. 7-year agreement, 80% royalty
fee.
An accomplished garden designer-builder. Nicholas and
Kathy’s collaboration received a gold medal from the San
Francisco garden show. Nicholas has appeared in
Architectural Digest and on Oprah and HGTV.
Encore Endeavor One
Brand Management & Experiential Entertainment
Nicholas WalkerChef Andre Carthen
Brand licensing. 7-year agreement, 80%
royalty fee.
Aka the Fit Chef, is a celebrity chef who has
contributed to a New York Times #1 best seller
and appeared on many network television shows
and in syndication.
16
17. Encore Endeavor One
Brand Management and Experiential Entertainment
Medical Centers
Retail
Luxury Housing
• SG Blocks (NASDAQ: SGBX) is a premier designer,
innovator, and fabricator of container-based structures.
• Based upon the Master Services Agreement, if all 100
units are purchased, the total contract value is expected
to exceed $3,750,000
Restaurants
Brand Licensing
1-year agreement renewable, 3.5% royalty
17
18. Model 2 Mogul
A television series to inspire the next generation of
business moguls, starring Kathy Ireland®, is currently in
negotiations with several studios.
Bertelsmann Music Group
Bad Girls
A motion picture for TV or film, in active discussions with
multiple studios and networks. When sold, boasts licensing
merchandise avenues for additional growth opportunities.
The first recording is under way for a new EE1 entertainment
project, which includes multiple concept songbook albums and
programming. Global distribution for these albums is yet to be
finalized.
Encore Endeavor One
Brand Management and Experiential Entertainment
Experiential Entertainment
Ø Recordings, Film and TV
Ø Web and Live Events
Ø Entertainment Experiences
EE1 Entertainment Projects in Development
18
Worldwide Business with kathy ireland®
kathy ireland® Creative Living – Multi Media
Productions produced in association with EE1
An award-winning business and health program that is
independently produced. The show provides its viewers an
in-depth opportunity to find solutions to the industry
problems from some of the top business leaders from
around the globe. Currently broadcasting globally via
Bloomberg International and Fox Business.
19. Key Stock Data
19
Recent Price* $4.00
Market Cap $32.1M
Shares Outstanding 8,028,928
Float 5,470,000
Revenue (ttm)1 $4.96M
Long-Term Debt1 $0
Cash1 $8.8M
Total Assets1 $15.3M
* As of February 28, 2018
1 As of December 31, 2017
20. Financial Snapshot
20
1 As of December 31, 2017
$0
$250,000
$500,000
$750,000
1Q17 1Q18
$0
$1
$2
$3
$4
$5
2015 2016 2017
ü FY17 Growth: 120% YoY of Net Sales
ü Long Term Debt1: $0
ü 1Q18 Net Sales up 244% YoY
ü 1Q18 Gross Profit Up 1,139% YoY
21. Kathy Ireland
Chief Brand Strategist
& Chairman Emeritus
One of the most successful entrepreneurs in
America and a global humanitarian, Ms. Ireland
is Chairman & CEO of kathy ireland® Worldwide;
founded in 1993 with a Moretz Sports collection
of athletic socks, continuing an iconic fashion
career, beginning as a supermodel. By 2003, kathy
ireland® socks had sold over 100 million pairs.
kiWW® is listed by License Global magazine as
one of the most powerful brands globally. Ms.
Ireland credits teamwork and dedication for the
success of kiWW®. She has graced the cover of
Forbes multiple times, per Fairchild Publications,
is one of the 50 most influential people in
fashion, and is first Ambassador for YWCA - GLA,
Best Buddies, and The Elizabeth Taylor AIDS
Foundation.
Martin A. Sumichrast
Chief Executive Officer &
Chairman of the Board
M r . S u m i c h r a s t ’ s 2 5 - y e a r e x e c u t i v e
entrepreneurial career spans business
development, finance and investment, and real
estate. He has extensive hands-on experience
building businesses and has participated in
dozens of transactions including M&A. Mr.
Sumichrast became Chairman of Level Brands,
Inc. shortly after inception. Mr. Sumichrast is
Managing Director of Washington Capital, LLC, a
family office and Managing Member of Stone
Street Capital, LLC, a Charlotte, NC-based private
investment company. He serves as Independent
Trustee of the Barings Capital Global Short
Duration High Yield Fund (NYSE: BGH), and
Barings Capital Fund Trust.
Mark S. Elliott
Chief Financial Officer &
Chief Operating Officer
Mr. Elliott’s 30 years’ business experience
includes leadership positions in financial, retail,
consulting, and governmental sectors. As
founder and partner of Premier Alliance Group,
currently named root9B Holdings, Inc., he
directed its transformation to a public market
company and successfully integrated six
strategic M&A transactions, as Chairman and
CEO, 2004-2013. He also served as its CFO,
2004-2010, and Chief Administrative Officer,
2014-2015. His career includes technology and
management positions with Fortune 500
companies, JCPenney, and First Union National
Bank.
Stephen Roseberry
President & Chief Marketing
Officer, I’M1 & EE1
Mr. Roseberry is responsible for licensing and
strategic marketing at kathy ireland® Worldwide and
Level Brands’ I’M1 and EE1 brands. His leadership
skills and business acumen are transformational in
kiWW® becoming a global licensing brand. Mr.
Roseberry serves as a member of both the kiWW®
and Sterling Winters Co. Board of Directors. He has
spent his entire career in service to kathy ireland’s®
business endeavors. Mr. Roseberry is an
accomplished producer for HBO, Showtime, PBS,
Lifetime, TNN and the highest-rated films in the
history of ABC Family Television: Once Upon A
Christmas and Twice Upon A Christmas, starring
kathy ireland®, which air annually in more than 50
countries.
Leadership | Management
21
22. Leadership | Board of Directors
Martin A. Sumichrast
Chairman
Erik Sterling
Director
Mr. Sterling is a Co-Founder
of kathy ireland® Worldwide (kiWW®),
as well as Sterling Winters Co., a
brand-building, marketing and
management firm established in
1978, and now a wholly owned
subsidiary of kiWW®. He is also Vice
Chairman and Chief Financial Officer
o f k i W W ® . M r . S t e r l i n g ’ s
philanthropic pursuits include the
March of Dimes, the Elizabeth Taylor
AIDS Foundation, the Saban Free
Clinic, and the American Home
Furnishings Hall of Fame. Mr.
Sterling has four decades of
branding, marketing, executive
leadership and operational
experience.
Anthony K. Shriver
Director
Mr. Shriver is Chairman and CEO
of Best Buddies® International, a
nonprofit 501(C)(3) organization
he founded in 1989, establishing a
global volunteer movement that
creates advantages for people
w i t h i n t e l l e c t u a l a n d
developmental disabilities. Best
Buddies has grown from one
chapter to nearly 1,900 middle-
and high-school and college
chapters worldwide, impacting
over one million people per year,
with participant programs in
every state and over 50 countries.
Mr. Shriver has dedicated his life
to charitable efforts.
Seymour G. Siegel
Director
Mr. Siegel’s 35-year career in
public accounting and SEC
regulatory matters includes a
strong background in M&A,
startups, cost-cutting initiatives,
profit enhancements and
business operations. He is
President of Siegel Rich, Inc. a
consulting firm, since 2014, and
was a principal emeritus at
Rothstein Kass. A CPA by training,
Mr. Siegel has served on the
boards of about a dozen public
companies and has been a
director and officer of numerous
business, philanthropic and civic
organizations.
Bakari Sellers
Director
A n a t t o r n e y , p o l i t i c a l
commentator at CNN, and former
member of the South Carolina
House of Representatives,
2006-2014, Mr. Sellers has been a
member of the Strom Law Firm,
LLC, in Columbia, since 2007. He
made history as the youngest
m e m b e r o f t h e S C S t a t e
Legislature and youngest African
American elected official in the US.
Mr. Sellers is an advocate of
progressive public policies to
address issues ranging from
education and poverty, to
preventing domestic violence and
childhood obesity.
Gregory C. Morris
Director
M r . M o r r i s ’ s e x t e n s i v e
executive-level experience in
public companies focuses on
finance, investments, benefits,
risk management, legal and
human resources. Currently
Vice President of Human
Resources at Healthstat, Mr.
Morris also served as Vice
President of Administration and
Corporate Secretary at Swisher
Hygiene. Mr. Morris has over 15
years of board of director
experience, having served on
publicly traded and non-profit
boards.
CEO of Level Brands, Inc., Mr.
Sumichrast’s 25-year executive
entrepreneurial career spans
business development, finance
and investment, and real estate.
He became Chairman of Level
Brands, Inc. shortly after
inception. Mr. Sumichrast is
M a n a g i n g D i r e c t o r o f
Washington Capital, LLC, a family
office and Managing Member of
Stone Street Capital, LLC, a
Charlotte, NC-based private
investment company. He serves
as Independent Trustee of the
Barings Capital Global Short
Duration High Yield Fund (NYSE:
BGH), and Barings Capital Fund
Trust.
22
23. Socially Responsible to the Core
23
Millennium Development Goals*
Each partner, client, and licensee is required to join the team in supporting Millennium Development Goals to
improve the condition of lives around the world:
* Nos. 1-8 are Millennium Development Goals originally established by the United Nations in September 2000. Kathy Ireland®
personally added 9 and 10.
1. We must eradicate extreme poverty
and hunger
2. Achieve universal primary education
3. Promote gender equality and
empower women
4. Reduce child mortality
5. Improve maternal health
6. Combat HIV/AIDS, malaria, and other diseases
7. Ensure environmental sustainability
8. Develop a global partnership for development
9. Bring opportunities of financial stability
and healthcare to American veterans and
their families
10. Stop human trafficking
24. Investment Highlights
Licensing – A Powerful Business Model
Ø High growth areas and potential - in first 12 months I’M1 and EE1 have generated $3.6
million in sales (cash and non cash)
Ø Annual royalty fees potentially between 4% and 7%, contracted for 5 to 10 years
Ø Leading brand builders: kiWW® team, and Level Brands’ seasoned business and finance
executives provide leadership
Ø Growing portfolios of multi-dimensional, IP-protected lifestyle brands
Ø Extensive licensing opportunities in and additional avenues for brand expansion and
enhancement
Ø Potential for initial and recurring revenue streams
Ø Our Licensing Model is a non-capital intensive business – low overhead, no inventory
Ø Four diversified brands/business units, with potential new business pipelines
Ø Target market sectors include art, beauty, fashion, health and wellness, travel, publishing,
entertainment, and more
Ø Licensing model gross margins are high and expected to be approximately 70-80%
24
25. Thank you.
Investor Relations: RedChip Companies
Contact: Dave Gentry, CEO
(407) 644-4256, ext. 104 | dave@redchip.com
IR@LevelBrands.com
26. Third Party Corporate Brand Management or
Marketing Opportunity
License, Advisory or Brand
Ambassador
Investment or Entity PurchaseSourced by kiWW®
Addendum |Directional Decision-Making Matrix
For kiWW®
For I’M1
For EE1
For BPU
For Level Brands
For kathy ireland® Health & Wellness
kiWW® has ROFR for up to 50%
(remainder to Level Brands)
N/A
N/A
N/A
No obligation to kiWW®
No obligation to kiWW®
For Level Brands
For I’M1
For EE1
For BPU
For kiWW®
For kathy ireland® Health & Wellness
Level Brands has ROFR for up to 50%
(remainder to kiWW®)
N/A
N/A
N/A
No obligation to Level, I’M1, EE1 or BPU
ROFR for Level Brands
N/A
N/A
ROFR for I’M1
N/A
ROFR for BPU
No obligation (unless exclusively in
Men’s Category, then ROFR for I’M1)
To Level Brands
N/A
N/A
ROFR for EE1
N/A
No obligation to Level Brands, I’M1,
EE1 or BPU
N/A
N/A
Referral fee of 50% of compensation
To I’M1
N/A
To BPU
N/A
To Level Brands
Referral fee of 50% of compensation
N/A
To EE1
N/A
N/A
To Level Brands
kiWW® is obligated to refer certain kiWW® -sourced opportunities to Level Brands. Level Brands has the opportunity to earn fees on transactions it sources for kiWW®.
26
Third Party Corporate Brand Management or
Marketing Opportunity
License, Advisory or Brand
Ambassador
Investment or Entity PurchaseSourced by Level Brands