Go further, faster

Bullish is a Marketing Operating Partner for 21st Century brands with ambition.

One part strategic creative agency and one part early-stage consumer investment firm, Bullish is designed for businesses of any size that are living early in the S-Curve.

Who we engage with


Plant-based organic food for better snacking.

Investment Led


Assist the world’s largest brewer in innovation, non-beer growth opportunities.

Service Led

Ann Inc.

Conducted North America’s largest insight study on how women shop and recommended retail recommendations. (EXITED)

Service Led

Balance Bar

The pioneer nutritional snack bar from the 1990s that was orphaned, but still has opportunity.

Service Led


The original surprise-and-delight beauty subscription service. (EXITED)

Investment Led

Chloe + Isabel

Chloe + Isabel produces incredible jewelry and helps women become entrepreneurs.

Investment Led


A customized revolution in vitamins and supplements leading the emerging DTC 3.0.

Investment Led


Revolutionizing how consumers choose and purchase paint...in far less time than traditional offerings.

Investment Led


Bringing storytelling principles to help businesses leverage content smartly.

Service Led


Upstart looking to unleash the power of meditation to the masses.

Investment Led

Cupid's Cup

Help one of today’s most talked-about founders rethink entrepreneurship.

Service Led


A bra company dedicated to the right fit, not faux fashion.

Investment Led

Darby Smart

The first arts-and-crafts subscription service to leverage the maker universe. (EXITED)

Investment Led


Galvanizing an overlooked, underappreciated plus-sized woman that represents 67% of US women.

Service Led

function of beauty

A modern hair care company that customizes to the individual’s needs of over 54 trillion shampoo and conditioner options.

Investment Led


Launch an innovative, modern approach to a misunderstood opportunity: annuities.

Service Led


America’s original vitamins and supplements leader since 1935. (EXITED)

Service Led


Powering over 15 million people to kick ass on the Internet.

Service Led


A modern, comprehensive financial planning firm for young (and young-minded) professionals.

Investment Led


Innovative shapewear (and Serena Williams’ favorite undergarment).

Investment Led

Hu Products

The best-tasting chocolate on Earth that happens to be vegan,  gluten and sugar-alcohol free.

Investment Led

Kiwi Co

Mom-inspired and founded on the vision of inspiring kids’ creativity by equipping them with tools for creative problem solving.

Investment Led


A movement to end smartphone addiction to celebrate real-life social moments.

Investment Led


Commercializing a 12th-century Japanese ingredient to become America’s next big drink.

Investment Led


A multi-billion dollar home services platform franchisee that prioritizes humanity and values over transactions.

Service Led

Nike Foot Locker

Run point on a growing retail challenge: sell more shoes in physical retail using the Internet.

Service Led


A revolutionary pet health company dedicated to fresher, better food.

Investment Led


From the executive who launched the Nook tablet at Barnes & Noble (remember them?), Peloton is leading the new fandom in global fitness.

Investment Led


How do you recruit a sweet-tooth craving consumer switch to a sugar-free alternative on a global basis? (EXITED)

Service Led


Celebrating the creativity in basic kids clothes without labels.

Investment Led


The former President of Under Armour building the new standard in denim.

Investment Led

Spark Grills

A better way to grill (Coming 2020).

Investment Led

Stella Service

This company has over 300 proprietary data points proving that retailers with better service have stronger relationships with their customers…and make more money. (EXITED)

Investment Led

Sunday Lawns

An all-natural, pesticide free company dedicated to serving America’s third-largest crop: lawns.

Investment Led


A high-end, second hand, watches and jewelry marketplace. (EXITED)

Investment Led

Warby Parker

A vertically integrated eyeglass company that seeks to make the world see better, one pair at a time.

Investment Led

Investment Led



How do you take share from a brand with a $20 billion dollar head start?

We fell in love with Harry’s within 10 minutes. We knew a lot about the blades and razor category—seen many challengers—but nothing like what Jeff Raider and Andy Katz-Mayfield were putting together. We invested in the company and they moved into our space not long after. During that time, we held work-sessions with Jeff and Andy where we laid down the DNA of the brand. We dove into their customer, their proposition, even their personal aspirations to help them crystalize what it was they were (and were not) building. The work we did together during that time helped shape a multitude of decisions that would come.

We provide Harry's consultation on everything from marketing plans, to creative briefs, to talent, to agencies, and much more.


Investment Led



How do you help a surprise-and-delight company scale their proposition?

We announced our investment in Birchbox the day we opened our doors. The idea behind Birchbox was brilliant and the co-founders were that and more. They had an airtight business plan and they were laser-focused on the unmet need for the consumer in the marketplace. Over the years, we have had numerous discussions with them about how to employ that founding focus to make decisions about what to do next. The essence of Birchbox has always been the guiding light. And we helped them utilize it in everything from the creation of marketing materials, to identifying talent, to helping them make nothing short of destiny-defining decisions.

Today, Birchbox is thriving inside of new channels with new consumers. And, they are doing it all without diluting their brand.


Service Led



How do you expand a multi-billion brand without alienating the base?

GNC has been in our blood for years. We have been providing marketing consultation to GNC—off and on—for the better part of five years. Today, we are their creative agency lead and we are helping them define and develop their brand/advertising at the highest level. Everything is focused on defining the next chapter of their story. We developed perception-shifting television work around GNC's industry-leading quality story. And in early 2016, we launched the fully integrated “Just Ask” campaign that shows a side of GNC that is changing the way people see—and consider—the brand. We're working to help GNC transform their business by tapping into human values that all their customers share.

Built to Fly

We are a group of multi-talented Agency and Investing ex-pats in roles we call Directors, Planners, Conceptors, Makers, and Engagers. We are just as passionate as we are far from precious; collaboration comes naturally to us. 

Mike Duda Pic

Michael Duda

Mike is one of two Managing Partners responsible for the overall health of Bullish. A relentless business leader, he has a well-rounded and diverse career that includes experience in brand management, business/corporate development, interactive and B2C investing.

Over the course of his 20+ years in business, Mike has worked on a wide-range of brands including Birchbox, Casper, Citibank, DirecTV, Google, TripAdvisor, Under Armour and vineyard vines. He has spoken at numerous industry events, named one of Crain New York’s “Top 40 Under 40,” Business Insider’s “Top Investors” and ADWEEK’s “Best Advertising Voices on Twitter.”

Prior to founding Bullish and its predecessor firm (Consigliere Brand Capital) in 2010, Mike spent 13 years at Deutsch Inc., where he became the youngest Partner in the company’s 35-year history overseeing business development, marketing and corporate strategy. He has held other industry roles including CEO of WPP-backed Johannes Leonardo.

Brent Vartan Pic

Brent Vartan

Brent is one of two Managing Partners responsible for the core Bullish product. A renowned strategic planner known for developing insights that shape business, Brent has built and led high-performance teams that have come together to create work that accelerated breakthrough growth. 

Over the course of his 17-year career, Brent has worked with a variety of brands, including: Casper, Cisco Systems, FedEx, Frito-Lay, Harry’s, Jägermeister, Kodak, Lowe’s, Microsoft, Novartis, Oral-B, Sherwin Williams, Starwood, Veritas and more. He has been named one of ADWEEK’s“40 Influentials Under 40,” awarded the coveted APG Award, the highest honor in strategic planning excellence and led teams that have won multiple EFFIEs and Cannes Lions. 

A Northern California native, Brent attended the University of California, Berkeley, where he majored in Literary Theory and played football (Go Bears!). He began his career as a Media Planner at Goldberg Moser O’Neil before shifting into Strategic Planning roles at Hill Holiday and BBDO. In 2007, Brent joined Deutsch Inc. where he rose the ranks to become the Agency’s Chief Strategy Officer and youngest Partner in the Agency’s 40-year history.

Who we can help

  • You're a pre-launch business

    That needs capital and craves brand-led development.

  • You're an early-stage brand

    Looking to bring on marketing expertise to catalyze growth.

  • You're a brand leader

    That needs strategic and creative services that’s different from the usual ad agency.

  • You're a private equity firm

    Looking to turn around or grow a company towards a liquid event in a few years.

  • You're an investment firm

    Seeking diligence work on a prospective consumer brand

  • You're an investor

    And there is interest in participating in our fund. (Accredited investors and firms only.)

What we do

  • Strategy

    Strategy is the cornerstone of everything we do. We offer a complete suite of services from Primary Research to Brand Strategy to Communications Planning. We use it to help brands decide between what they can do, and what they should do. All of it comes together with our RaOS (Remarkability as Operating System™) to create the conditions where creativity can drive commerce.

  • Innovation

    We take a demand-side approach to innovation. From innovation workshops, to prototyping, to testing and more our innovation process takes an outside / inside approach. We use the context that surrounds a business / brand / product / idea to figure out how we make something that’s worth people talking about.

  • Communications

    We deliver Big Ideas. We are equally comfortable developing video content as we are engineering retail activations (and everything analog and digital in between). And, we make sure all of it taps into human values that resonate on a cultural level. It needs to be remarkable. Or, it’s just noise.

  • Investing

    We offer early-stage diligence services and consulting packages that are designed to compliment others. And, when appropriate, we can deploy capital into growth-stage ideas and businesses from our free-standing investment fund. We – literally – invest in the outcome.



  • 135 Bowery | New York, NY
  • Greenwich, CT
  • Denver, CO


We are looking for talent and partners to help create one of the most impactful marketing-led entities in the world. Yep. Is that you? Give us the reason why and include your LinkedIn profile and/or portfolio to: hey@bullish.co

Vested Marketing Services

If you are a CEO, CMO, or Marketer and interested in understanding how we could help provide vested marketing services, we’re happy to engage in a confidential discussion at: k.smith@bullish.co

Business Approach

If you are an investment company or a brand seeking financial capital, please send an overview and ideally that 10-page business plan/approach to: c.diem@bullish.co

Most Dangerous Agency in America™