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
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