The M&A market is heating the f*ck up, and Drew Fallon is here to tell you exactly what it means for your brand. After a 3-4 year "desert" in e-commerce acquisitions, big deals are dropping again - but who's going to win? Drew explains why high AOV products are crushing it (hint: getting $200 every 8 months beats $50 monthly subscriptions), why most brands should aim for $10-40M in revenue with 10-20% profit, and the psychology behind why founders ruin good businesses by trying to grow too fast. If you want practical advice on building a sellable brand without the startup fairytale BS, this episode delivers.
Timestamps (02:44) Intro: Drew Fallon (03:50) Celsius Acquisition of Alani Nu (05:13) M&A Trends and Market Analysis (08:05) Private Equity and Venture Capital Insights (13:12) Debt Markets and Lending Trends (16:25) Brand Performance and Customer Acquisition (18:44) Retention Strategy Deep Dive (22:55) Customer Insights and Expectations (29:00) High AOV Products and Market Trends (30:36) Building a Successful Brand (34:39) Advice for Bootstrapped Brands (38:20) Networking and Market Awareness (40:35) Conclusion and Final Thoughts
Follow Drew https://x.com/drewfallon12
Thank you to our sponsors
Follow Richie (X | LinkedIn) and Joe (X | LinkedIn) for more e-commerce insights and to join the conversation.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
CrimeLess: Hillbilly Heist
It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.