Institutional grade equity research on CPG businesses from a former research analyst, CFO, and now co founder/CEO of Iris - the financial operating system for consumer brands
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 168 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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drewfallon.substack.comLatest Issues
2026 M&A Tracker
Well everyone. Idk what happened but the latest edition of the consumer M&A tracker got a grand total of 4 likes on linkedin.
3 of those are iris employees (shoutout Taylor Urlich)
So yeah this content things been pretty hard lately. Its...
3Q26 M&A Data
Data + Analysis + A presentation
TRIP FINANCIALS
With comps and valuation
https://drive.google.com/drive/folders/1v7q6cralGXZ64sF2HsA6BUpIWSt2ID0K?usp=drive_link
UNDERWRITING TRIP
A deep dive into the calm beverage brand that just landed a Jenner
as many of you know, once you are over a certain scale in the UK you have to report all of your financials to the public.
Its fundraising szn!
Everything you need to know as you kick off your raise
ladies AND gentlemen it is officially september and you know what that means - it is time to get your deal done! This edition of the newsletter will give you everything you need to kno...
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Authors
The writers behind this newsletter.
Co-Founder & CEO of Iris Finance | Former CFO of Mad Rabbit
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