Loading organizations...
Loading organizations...
3G Capital Investments: Private equity firm investing in and growing consumer brands, focused on food, beverage, and retail.
Key people at 3G Capital Investments.
3G Capital Investments is a private equity firm that acquires and operates major consumer brands, based in New York City. The organization employs a long-term strategy focused on rigorous cost management and operational efficiency to drive profitability. Operating with an estimated 50 to 249 employees, the firm orchestrates large corporate buyouts funded by a close-knit network of private investors. Its historical deal sheet includes an acquisition in the quick-service restaurant sector for over $3 billion and a partnership in a $28 billion food industry transaction. Notable portfolio companies and associated investments include Kraft Heinz, Restaurant Brands International, AB InBev, and Hunter Douglas, which the firm acquired at a valuation exceeding $7 billion in 2022. 3G Capital Investments was founded in 2004 by Jorge Paulo Lemann, Carlos Alberto Sicupira, Marcel Herrmann Telles, Roberto Thompson Motta, and Alex Behring.
Key people at 3G Capital Investments.
# 3G Capital Investments: A Global Investment Partnership
3G Capital is a global investment partnership founded in 2004 that operates as a private investment firm focused on identifying and acquiring undervalued securities and businesses with strong brand potential and robust business models[4]. The firm's mission centers on creating long-term value through an owner-operator approach, emphasizing hands-on management and deep operational involvement rather than passive portfolio management[4].
The investment philosophy prioritizes companies with iconic brands, strong growth potential, and significant operational improvement opportunities across multiple sectors including consumer goods, food and beverage, financial services, and technology[2]. 3G Capital leverages its extensive operational expertise and global network to enhance portfolio company performance, working closely with management teams to drive growth and implement strategic improvements[2]. The firm has successfully executed over 50 investment deals across North America and Latin America, with a track record of identifying value in established brands and scaling operations for growth[2].
3G Capital evolved from the investment office of three visionary entrepreneurs: Jorge Paulo Lemann, Carlos Alberto Sicupira, and Marcel Herrmann Telles[4]. The firm's roots trace back even further to the grandparents of the founding team, who immigrated to the United States in the late 1940s and established a small building company[1]. Through dedication and determination, this modest enterprise grew into Sarna Enterprises, a nationwide real estate management and development firm spanning multiple decades[1].
The third generation recognized the massive potential in the startup and investment industry and formalized their entry by establishing 3G Capital Investments in 2004[1]. The firm is currently led by Alex Behring, Co-Founder and Co-Managing Partner, and Daniel Schwartz, Co-Managing Partner[4]. This multi-generational evolution reflects a commitment to the principles of loyalty, diligence, and determination that have guided the family enterprise from its inception[1].
Owner-Operator Model: Unlike traditional passive investment firms, 3G Capital employs a hands-on, operator-first approach where partners take active leadership roles in portfolio companies[3][4]. This distinguishes the firm from typical financial investors and enables deep operational transformation.
Sector Expertise and Diversification: The firm maintains a deliberately broad investment mandate across industries—from consumer goods and food and beverage to fintech, AI, blockchain, and web3[2]. This diversification strategy allows the team to develop deep expertise across multiple sectors rather than narrowing focus to a single vertical.
Data-Driven Investment Methodology: 3G Capital employs meticulous, data-driven evaluation processes during the investment stage to enhance overall portfolio performance and identify undervalued assets with genuine upside potential[2].
Proven Track Record: The firm's portfolio includes some of the world's most recognizable brands—Anheuser-Busch InBev, Kraft Heinz, Restaurant Brands International (which owns Burger King, Tim Hortons, and Popeyes), Hunter Douglas, and Skechers[2]. These holdings demonstrate the firm's ability to identify and scale iconic businesses.
Global Network and Operational Support: Partners bring decades of experience across multiple continents and industries, providing portfolio companies with access to strategic guidance, operational best practices, and a robust global network[2].
3G Capital represents a significant force in the value investing and operational improvement space, particularly as markets have increasingly recognized the importance of active management and operational excellence. The firm's multi-sector approach positions it to capitalize on undervaluation opportunities across industries, from traditional consumer brands to emerging technology sectors like fintech and blockchain[2].
The timing of 3G Capital's evolution has been particularly strategic. As private equity and investment partnerships have proliferated, the firm's emphasis on long-term value creation and operational partnership—rather than financial engineering—has resonated with stakeholders seeking sustainable growth. The firm's expansion into emerging sectors like AI and web3 demonstrates its ability to adapt to market trends while maintaining its core investment philosophy[2].
3G Capital's influence extends beyond individual portfolio companies; the firm shapes how modern investment partnerships approach operational involvement and value creation. By demonstrating that hands-on management and strategic partnership can drive superior returns, the firm influences broader industry practices and investor expectations around active management.
3G Capital stands at an inflection point where its proven operational model and global expertise position it to capture value across both mature and emerging sectors. As markets continue to reward operational excellence and long-term value creation over short-term financial optimization, the firm's philosophy becomes increasingly relevant.
Looking ahead, 3G Capital's expansion into technology-adjacent sectors—particularly fintech, AI, and blockchain—suggests the firm recognizes where future value creation will occur[2]. The challenge will be maintaining the operational rigor and hands-on approach that has defined the firm's success while scaling into faster-moving technology markets. The firm's ability to blend its decades of operational expertise with emerging technology trends will likely determine its influence in the next decade of global investing.
The through-line from a small building company in the 1940s to a global investment partnership managing iconic brands reflects a consistent commitment to identifying undervalued assets, implementing operational improvements, and creating sustainable long-term value—a philosophy that remains as relevant in 2025 as it was at the firm's founding.
