Chapters00:00 Introduction to Finance Operator and Guests01:01 M&A Landscape Overview02:24 Current Trends in M&A Activity03:58 Understanding Valuations and Adjusted EBITDA08:38 M&A Structures and Seller Notes11:42 Negotiating Offers and Deferred Compensation14:55 Implications of M&A for Smaller Brands19:38 Case Study: Olaplex's Rise and Fall25:28 Competitive Pressures in Consumer Products27:58 Maintaining Gross Margins and Promotions32:05 Market Trends and Consumer Behavior34:52 Evaluating Business Sustainability38:05 The Success of Hims: A Case Study41:57 Understanding Subscription Models45:08 Consumer Loyalty and Brand Switching48:59 The Role of Word of Mouth in Marketing51:57 Navigating Lending and Financial AgreementsEpisode One: Coming up nn this episode of the Finance Operators, Drew Fallon and Mehtab discuss the current landscape of mergers and acquisitions in the consumer goods sector, particularly focusing on recent high-profile deals and the implications for smaller brands. They explore the complexities of valuations, the importance of adjusted EBITDA, and the structure of M&A deals, including deferred compensation. The conversation also delves into the case study of Olaplex, examining its rapid rise and subsequent decline due to competitive pressures and market dynamics. The hosts emphasize the need for brands to maintain healthy gross margins and adapt to changing consumer preferences. In this conversation, the speakers delve into various aspects of market trends, consumer behavior, and the sustainability of businesses in the current economic climate. They analyze specific case studies, such as Hims, to illustrate successful business models and the importance of understanding subscription dynamics. Premier Partner:FondueCheck it out at www.getfondue.com.  Mention this podcast when you talk to the team, and get VIP treatment Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on Twitter: @F_Operators

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