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[@drewfallon12](/creator/twitter/drewfallon12)
"REPORTING LIVE FROM BEANSTALK: BANSK GROUP TO BUY MAJORITY STAKE IN BYOMA FROM YELLOWWOOD PARTNERS Byoma a brand founded on products that boost the skin's barrier with simple and effective formulations is being acquired by Bansk Group after being controlled by Yellow Wood Partners since 2020 Both of these PE groups are operating out of similar sized funds; with Yellow Woods most recent fund coming in at $750m in 2022 and Bansk at $800m in 2023. Bansk also owns beauty brands Amika Ethique and Eva NYC. Financial terms were not disclosed but Byoma is reported to do around $300m in global retail"  
[X Link](https://x.com/drewfallon12/status/1965448176799768695) [@drewfallon12](/creator/x/drewfallon12) 2025-09-09T16:12Z 15K followers, 4122 engagements


"New reports indicate Byoma was generating just over $50m in EBITDA for the prior year when Bansk Group announced its majority stake Given the disclosed $300m top line number this imputes around an XX% EBITDA margin Based on comps we estimate the transaction would have occurred around the 15x EBITDA mark (median of the below comps) which could have valued Byoma at nearly $800m This is familiar range for Bansk Group as they paid $1.5B for PetIQ a little over a year ago"  
[X Link](https://x.com/drewfallon12/status/1968674400464478698) [@drewfallon12](/creator/x/drewfallon12) 2025-09-18T13:52Z 15K followers, XXX engagements


"Manire De Voir is an 8-figure fashion brand that prints more cash than most 9-figure ones. Their latest financials just dropped & founder Reece Wabara now appears to own this cash printing machine for himself after buying out cofounder Lewis Morgan. Let's break it down👇"  
[X Link](https://x.com/drewfallon12/status/1978098904357839202) [@drewfallon12](/creator/x/drewfallon12) 2025-10-14T14:01Z 15K followers, 68.4K engagements


"With Chobani's latest $650m equity raise & $20B valuation its solidifying itself as a true juggernaut in the food & beverage space. Revenue over time: - 2020 - $1.4B - 2025E - $3.8B The company is expecting about $800m in EBITDA (20% EBITDA margin) this year and is fetching premium multiples on a sales and profitability basis"  
[X Link](https://x.com/drewfallon12/status/1979238517482848710) [@drewfallon12](/creator/x/drewfallon12) 2025-10-17T17:30Z 15K followers, 3234 engagements


"General Atlantic's recent investment in OSEA Malibu feels a lot like GA's successful flip of Too Faced Cosmetics to The Este Lauder Companies Inc. in 2016 In June 2015 General Atlantic made a majority investment into Too Faced when the brand was doing about $150m in sales. In November 2016 just XX months after GA's investment Too Faced had grown to $270m in sales (+80% YoY) & Estee Lauder announced that it would acquire Too Faced for $1.45B (5.4x sales) If we assume GA entered at a similar sales multiple at 5x sales the entry would be a $750m valuation - meaning GA racked up an unlevered IRR"  
[X Link](https://x.com/drewfallon12/status/1971232476350890033) [@drewfallon12](/creator/x/drewfallon12) 2025-09-25T15:17Z 15K followers, XXX engagements


"BUILT PROTEIN EXPLORING SALE AT $X BILLION The protein rage continues as Utah based Built Protein has tapped Houlihan Lokey to explore a sale that could value it north of $1B. When Clif Bar was acquired by Mondelez in 2022 for $2.9B it had about $800m in annual sales (3.6x sales) When Quest Nutrition was acquired by Simply Good Foods Company in 2019 for $1B the brand had $345m in sales (2.89x sales) and $50m in EBITDA (20x) If I had to take a shot in the dark on a strategic buyer im going with Hershey's"  
[X Link](https://x.com/drewfallon12/status/1978459634965831874) [@drewfallon12](/creator/x/drewfallon12) 2025-10-15T13:55Z 15K followers, 10.7K engagements


"CHURCH & DWIGHT HAS AGREED TO ACQUIRE TOUCHLAND FOR UP TO $880MM After a few years of a long pause on the M&A front C+D is back with a splash - acquiring hand sanitizer brand Touch land for almost a billion dollars. Let's break it down👇"  
[X Link](https://x.com/drewfallon12/status/1922278298563830211) [@drewfallon12](/creator/x/drewfallon12) 2025-05-13T13:10Z 15K followers, 72.2K engagements


"WHO IS BUYING ALL THESE ELECTROLYTES"  
[X Link](https://x.com/drewfallon12/status/1959006247862378540) [@drewfallon12](/creator/x/drewfallon12) 2025-08-22T21:34Z 15K followers, 27.1K engagements


"BLUESTAR ALLIANCE TO ACQUIRE DICKIES FROM VF CORP FOR $600M VF Corporation Corp ($VFC) acquired Dickies in 2017 for $820m when the brand was doing $875m (1.06x sales) and $45.6m in net income run rate 18x earnings. Fast forward to 2025 Dickies has shrunk to $542m in annual sales and is being offloaded by VF to Bluestar Alliance for a similar sales multiple and a loss of $220m. VF Corp also offloaded Supreme last year for $1.5B after buying it for $2.1B in 2020. Bluestar Alliance is a brand management firm that is running a similar playbook to Authentic Brands Group snapping up apparel brands"  
[X Link](https://x.com/drewfallon12/status/1967689470330958134) [@drewfallon12](/creator/x/drewfallon12) 2025-09-15T20:38Z 15K followers, 1604 engagements


"OURA RING TO RAISE $875M SERIES E AT $11B VALUATION The round is slated to close by the end of this month and would bring Oura Ring's total funding to nearly $2B since its founding in 2015. 2024 Revenue - $500m 2025E Revenue - $1B 2026E Revenue - $1.5B The $11B valuation is 11x this years revenue at a growth rate of +100% YoY and 7.3x next years revenue. For context Peloton is trading for 1.36x price / sales. According to Bloomberg Oura has sold 5.5m rings to date - at an average price of $XXX per ring that's just shy of $2B in lifetime sales for the brand just off the hardware alone. PLUS"  
[X Link](https://x.com/drewfallon12/status/1970214198874390678) [@drewfallon12](/creator/x/drewfallon12) 2025-09-22T19:50Z 15K followers, 8037 engagements


"Protein-oriented brands transactions round up year-to-date👇 David (bars)- $75m Series A led by Greenoaks Slate Milk (RTD) - $23m Series B led by Foundership Slimfast (RTD)- sold from Glanbia to Heartland Food Products Group Equip Foods (bars)- 'Significant investment from HighPost Capital Protein Pints (Ice cream)- $2M debt fundraise NuCicer (protein chickpeas) - $14m Series A Supply6 (Powders) - $1.1m fundraise Khloud (popcorn) - $12m raise from Serena Ventures VME & Shrug Capital Jot (coffee) - $8.6m Series B Raw Nutrition (powders) - acquired by The Quality Group Power Crunch (bars)"  
[X Link](https://x.com/drewfallon12/status/1970510108326060099) [@drewfallon12](/creator/x/drewfallon12) 2025-09-23T15:26Z 15K followers, 1191 engagements


"Wow this morning Estee Lauder owned GLAMGLOW has shut down its direct-to-consumer e-commerce operations & is directing all customers to Amazon. Glamglow was founded in 2010 and acquired in 2014 by EL for an undisclosed sum that has been widely estimated in the low X figures"  
[X Link](https://x.com/drewfallon12/status/1975189401455230991) [@drewfallon12](/creator/x/drewfallon12) 2025-10-06T13:20Z 15K followers, 2687 engagements


"Adam Draper invested millions to acquire X% of Allbirds His pitch Create sponsorship deals with entrepreneurs the way Nike does with athletes. Would you buy a shoe from the Brian Armstrong or Palmer Luckey shoe line"  
[X Link](https://x.com/drewfallon12/status/1975600406601605296) [@drewfallon12](/creator/x/drewfallon12) 2025-10-07T16:33Z 15K followers, 1281 engagements


"FLOW WATER TAKEN PRIVATE BY AFTER STRUCTURED FORECLOSURE The Canadian water brand that was once valued as high as $300m is officially being taken private by Boston based family office Rucker Investments TTM sales & EBITDA are $33m and-$9m respectively with $58m in debt"  
[X Link](https://x.com/drewfallon12/status/1975915616910651500) [@drewfallon12](/creator/x/drewfallon12) 2025-10-08T13:26Z 15K followers, 2688 engagements


"5) Marketing & Contribution Margin MER is down modestly from its 2022 levels and I expect we will continue to see this number come down a bit but that's ok Overall contribution margin is expected at over XX% in 2025"  
[X Link](https://x.com/drewfallon12/status/1976284575958745396) [@drewfallon12](/creator/x/drewfallon12) 2025-10-09T13:52Z 15K followers, XX engagements


"Scott Norton (@swhnorton) achieved every CPG entrepreneurs dream - he sold his brand to Unilever for $140m Now hes an investor both as an angel and with Anthos Capital and has a truly unique and informed perspective on our industry. In episode X of Making Cents I sit down with my good friend Scott who I admire very much to talk about: - His journey staring Sir Kensington's & its acquisition by Unilever - The big CPG divestiture wave were seeing with WK Kellogg Co / Kellogg Company Kraft Heinz Keurig Dr Pepper Inc. and more - Whats going on in Private equity markets now - What Scott gets"  
[X Link](https://x.com/drewfallon12/status/1976334476268474765) [@drewfallon12](/creator/x/drewfallon12) 2025-10-09T17:10Z 15K followers, 5375 engagements


"TOMS APPOINTS JESSICA ALSING AS FIRST FEMALE CEO Alsing has 20+ years of experience across brands and footwear including XX years at Crocs and X years at Grendene Global Brands"  
[X Link](https://x.com/drewfallon12/status/1976374444005409030) [@drewfallon12](/creator/x/drewfallon12) 2025-10-09T19:49Z 15K followers, 1939 engagements


"7) Reece is now the only shareholder Ben Francis exited years ago and now with the Lewis Morgan buyout @ReeceWabara is the sole owner of Maniere De Voir a brand that has generated over 20m of EBITDA in just X years"  
[X Link](https://x.com/drewfallon12/status/1978098943385805290) [@drewfallon12](/creator/x/drewfallon12) 2025-10-14T14:01Z 15K followers, 3124 engagements


"8) Outlook Maniere De Voir is forecasting growth in the next year and if the brand can return to profitability levels it saw in 2023 when it had NEGATIVE growth with growth - then this is going to be one of the best stories in recent memory"  
[X Link](https://x.com/drewfallon12/status/1978098945675993211) [@drewfallon12](/creator/x/drewfallon12) 2025-10-14T14:01Z 15K followers, 3376 engagements


"Q4 and holiday shopping is upon us and as your marketing team comes up with Black Friday offers its important to keep them in check from a unit economics perspective. Discounting is easily the biggest mistake I see people make - you need to thoroughly understand the impact that a XX or 30%+ discount has on your business. You can very easily get into a 'sell more lose more' situation if you don't do this exercise. Here's the quick and dirty way to do it: To breakeven your CAC must fall by the same dollar amount as your lost gross profit per order - which translates to a much larger % drop in"  
[X Link](https://x.com/drewfallon12/status/1978842908343054547) [@drewfallon12](/creator/x/drewfallon12) 2025-10-16T15:18Z 15K followers, 2753 engagements


"ok but whos actually the fastest growing company of all time"  
[X Link](https://x.com/drewfallon12/status/1967647301557698652) [@drewfallon12](/creator/x/drewfallon12) 2025-09-15T17:50Z 15K followers, 6888 engagements


"🚨UPDATED Q3 '25 CPG M&A TRACKER IS BACK 🚨 That's right - you yes YOU have an exclusive opportunity to get a database of over XXX M&A deals in the CPG industry complete with valuations multiples and deal analyses - for FREE Brands like Dr. Squatch BYOMA L.A.B. Golf and many more tipped over in Q3. Here's the catch - you must act FAST If you like reshare and comment "DEALS" in the next X hours I will DM you the link to the database. Plus an even better deal if you subscribe to my newsletter - I'll be sending out the same M&A database but with deals going back to the beginning of 2023 That's"  
[X Link](https://x.com/drewfallon12/status/1969045688039121246) [@drewfallon12](/creator/x/drewfallon12) 2025-09-19T14:27Z 15K followers, 5595 engagements


"6) Lewis Morgan buyout The cash generating ability of the brand are what allowed it to perform a massive $13m buyout What kind of brand can buy out a shareholder for X figures in a year where revenue is down 20%"  
[X Link](https://x.com/drewfallon12/status/1978098936171688079) [@drewfallon12](/creator/x/drewfallon12) 2025-10-14T14:01Z 15K followers, 3592 engagements


"6.b) At the start of 2024 MDV had nearly 12m in cash and managed to generate another 2.5m Then the company used 9.44m to redeem Lewis Morgan's XX% stake effectively valuing the company at 55m - or 8x 2023 EBITDA and 22x 2024 EBITDA"  
[X Link](https://x.com/drewfallon12/status/1978098939724226582) [@drewfallon12](/creator/x/drewfallon12) 2025-10-14T14:01Z 15K followers, 3319 engagements


"LIQUID DEATH HIRES FORMER HEALTH ADE CFO Liquid Death has hired XX year food & bev vet Ricky Khetarpaul as it expands into new categories. CFO movements are always a strong indicator of SOMETHING in my opinion. Khetarpaul most recently became CFO of Health-Ade which recently sold to Generous Brands. Before that he led FP&A at Sabra Dipping Company which was subsequently acquired by PepsiCo. The hire comes on the heels of a June report that Liquid Death was looking to raise up to $20m in extra capital. Liquid Death has raised hundreds of millions through series F. Could an M&A for LD be coming"  
[X Link](https://x.com/drewfallon12/status/1978475852951081296) [@drewfallon12](/creator/x/drewfallon12) 2025-10-15T14:59Z 15K followers, 3371 engagements


"Interesting few data points specifically in beauty M&A is that big acquisitions lately have been happening for brands who are exclusively DTC Lots of people will tell you you have to have X amount of retail but with the signing of Coterie to officially be acquired by Mammoth Brands that narrative is being challenged. rhode skin an entirely DTC business at the time sold to E.L.F. BEAUTY earlier this year as well. I don't know if I would call it a reversal based on these two data points alone but interesting nonetheless"  
[X Link](https://x.com/drewfallon12/status/1978851415947628936) [@drewfallon12](/creator/x/drewfallon12) 2025-10-16T15:51Z 15K followers, 3730 engagements


"Congratulations to the Coterie team on the acquisition by Mammoth Brands You'll see plenty of investors taking victory laps here so I figured I'll consolidate for them American Pacific Group Karlie Kloss BELIADE RiverPark Willow Growth Partners Align Ventures Michael Silverstein ICLUB TA Ventures Ashley Graham Light Street Capital Mindset Venture Group Ltd Black Jays Ventures"  
[X Link](https://x.com/drewfallon12/status/1979243597519020449) [@drewfallon12](/creator/x/drewfallon12) 2025-10-17T17:50Z 15K followers, 7819 engagements


"all this hooplah about XXX and its like XX% less than anyone in finance works regularly lol"  
[X Link](https://x.com/drewfallon12/status/1979593472610037927) [@drewfallon12](/creator/x/drewfallon12) 2025-10-18T17:00Z 15K followers, XXX engagements