Subtle
Check before the check.
Amazon gets one line in the CIM. We give it a page, before you bid.
Amazon diligenceGo-to-marketExecutionFor consumer funds
Diligence & M&A for
- Blackstone
- Front Row
- Power Digital
Marketplace clients (+100 more)
- P&G
- Shiseido
The person
Ryan Mulvany
Sold a textbook on Amazon instead of reading it. That turned into Quiverr, one of Amazon's top Platinum sellers and agencies, sold to Advantage Solutions in 2017. Since then: corporate development, a non-alcoholic gin, half a million people on TikTok, and a lot of CIMs.
20 yrson Amazon
$1B+in sales, 70+ brands
$2B+in exits of client brands
What a read finds
Five brands, $60M on Amazon, up 28%. Where is it coming from?
The hero grew 6%. Everything else grew 48%. Subscribe & Save was on none of it.
See the read →Three stages, three prices
01
Pre-LOI
"Is the Amazon number real, and will it hold?"
$35,000per target · 10 days · no data room
- Brand vs category growth, organic vs bought
- Who sells it, at what price, who keeps the margin
- The marketplace page for the IC memo
02
LOI to close
"Do we buy, and what do we do on day one?"
$30,000per brand · 3 weeks · first one free
- Inside the account, with the deal team
- Every opportunity sized in EBITDA
- The day-one plan, board ready
03
Post-close
"Who makes it happen?"
Customfrom $20,000 a month · 18 months · fund bills portcos
- Run the plans with portco teams
- Pick and manage the agency or hire
- Quarterly read to the IC, add-ons included
Not an agency. Not a full-time hire.
"We had the CIM number. Ten days later we knew how much of it we could underwrite. It changed the bid."
Sample text · Partner, consumer private equity fund
Start with one.
A pre-LOI read on a live process, or the first audit on a portco you own.