Bill D'Alessandro

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Bill D'Alessandro

Bill D'Alessandro

@BillDA

Built & sold 8 DTC/SaaS companies. Pioneered the ecommerce aggregator model. Host the @acquanon podcast. Now acquiring pet brands @ FoodScience/Morgan Stanley.

Charlotte, NC Katılım Temmuz 2007
1.3K Takip Edilen29K Takipçiler
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Bill D'Alessandro
Bill D'Alessandro@BillDA·
Here's my big personal news: Natural Dog Company has been acquired by FoodScience, a Morgan Stanley Capital Partners portfolio company! After 13 years, the journey that started with me quitting my job to go all-in on Elements Brands has officially come to an end. What started as one guy in a rented office turned into $200M+ of sales and something much bigger. We bought (and exited) 8 brands, from skincare to laundry detergent to pet wellness. We pioneered the "ecommerce aggregator" model long before that was even a thing. We built an incredible team with deep expertise across ecommerce, Amazon, retail, operations, and finance, all of whom are staying on to work on Natural Dog and FoodScience's other amazing brands. And I'm not going anywhere. I'm staying on as VP of Corporate Development for the combined platform, where I’ll be leading M&A - finding and acquiring the best pet brands in the world. If you know me, you know I love this stuff. I can't wait to keep doing it with the firepower of FoodScience and Morgan Stanley behind me. Huge thanks to everyone I've learned from here on Twitter/X, and especially the EcommerceFuel crew. Y'all have been my sounding board, my therapy sessions, and my second brain for the last decade. I've learned more from you than any MBA could've taught me. Thanks for being generous with your knowledge and support. If you're running a pet brand and thinking about an exit - or know someone who is - DM me. We’re buying. I'd love to help you write your next chapter. Press release is in the next tweet!
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Bill D'Alessandro
@blueprintsmb22 I don't understand - what grounds does he have to charge you "additional rent"? Just tell him he can do whatever he wants to his own roof on his own dime?
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Blueprintsmb
Blueprintsmb@blueprintsmb22·
Seller brings a random expert on Monday to look at the roof. Seems like he is considering doing some spray foam roof option. On a 24 sq foot roof, dunno maybe $100k? I bring roof expert. Roof is fine. Maybe one area needs a little work. $3-4k. I tell seller no on spray foam roof. I had paid for a building inspection in late 2022 so I knew roof was/is fine. It’s crazy how this guy tries to get me to pay for shvt that’s completely unnecessary. This is good reminder if you just accept stuff at face value in business, you can get completely taken advantage of x.com/blueprintsmb22…
Blueprintsmb@blueprintsmb22

Seller/landlord has his unlicensed roof guy do some minor repairs. He emails me and claims the entire middle of the roof needs to be replaced. $20k. This would be in "additional rent" charged to me. Bag foreman tells me the seller told him 8 years ago that the roof guy gave him a 20 year guarantee. I'm highly confident there is no documentation of any of this. What's your next move?

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Heather Endresen
Heather Endresen@EndresenHeather·
One of our recent closings used the CA State Small Business Loan Gty program instead of SBA. The borrower still has their full $5 million of SBA runway available for future acquistion and project financing, by design. Only works for businesses in CA, of course.
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Jesse Tinsley
Jesse Tinsley@JesseTinsley·
crazy that the timeline is instantly fixed. Its good to see everyone I haven’t seen in months or years 👋👋
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Zach Stuck
Zach Stuck@zachmstuck·
Mars Men is now available at GNC nationwide! 🚀
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Bill D'Alessandro
@kevinleeme We got offered $100k for all our business data - full ERP and Slack and Drive dump I passed…
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Kevin Lee
Kevin Lee@kevinleeme·
We got cold approached by a multi billion dollar AI giant with a shockingly hefty offer to buy our eCom data and anonymize it to train their AI models. Hilarious to think that selling data to AI companies could be a new revenue channel for consumer brands.
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immad
immad@immad·
1/ I set up a revocable living trust a few years ago. The legal part was straightforward. Banking* it was not. Today Mercury is solving that!
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Clint Fiore 🦬 DM for Biz Deals
Alright, I'm gonna post more quality SMB content now that we're getting the algo fixed. Let's get the gang all back together.
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Bill D'Alessandro
Bill D'Alessandro@BillDA·
Ok the timeline / algo is definitely better I’m seeing friends faces I haven’t seen in months, and much less engagement slop Are we back??
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MacCoy Merkley 👜
MacCoy Merkley 👜@MacCoyMerkley·
Which one of you did this? 😂 The AI images of a gas mower on the beach... the copy... everything is pure gold. 🤌 I see 8-figure brands putting in 10% of the effort this dude is using to sell a lawn mower. Absolute Chad.
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Bill D'Alessandro retweetledi
Paul Graham
Paul Graham@paulg·
The rise and fall of wokeness: DEI commitments in corporate securities disclosures filed with the SEC. To me this seems a trailing indicator; most other measures of wokeness take off well before 2019 and peak in 2020 or 2021. But the shape! That's what a moral fashion looks like.
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Bill D'Alessandro
@joshuamschultz This is incredibly cool! ERP is such a hairy ball of wax, so many interdependencies and features (that left bar is SERIOUS). How did you think about what needed to be deterministic and what could be LLM generated? Is there accounting in here or just order flow?
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Josh Schultz
Josh Schultz@joshuamschultz·
This took 2.5 months, but have completed a full, agentic ERP for a company Rethought every system and approach, built a custom ERP fully agentic backed. This manages everything for them, runs agents with locally hosted small models (so no token burn) and helps run a large part of the business just by talking/typing to it Because its agentic backed, we can tune how it works by adjusting system prompts, skills, and tools. Built a backend system of record, agentic middleware, and UI. Heavily used - Our own Agentic Harness specifically for enterprise (tracking, security, audit, observability focused - with quick deployment and tuning of agents for any purpose) - Langgraph for dialed in workflows - Litellm/vllm inferencing - react front hosted as microservices and full API so they can build anything they want off of it (fastapi) This thing is next level
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Bill D'Alessandro
@dave_stickland The “go home we’re full” headspace makes me so mad. We are so lucky to have the growth we have. My wife is from rural PA and I’ve seen that up close. You’re either growing or you’re dying and I know which I prefer!
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Dave Stickland
Dave Stickland@dave_stickland·
Charlotte: Stop this growth and ruining our small town vibe Also Charlotte: Holy balls this new Spiritless speakeasy cocktail bar next to the artisan matcha house is amazing!
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Blueprintsmb
Blueprintsmb@blueprintsmb22·
Where are we in the cycle? Well I just confirmed with my accountant that if I move mid 6 figures from business checking into my brokerage account and YOLO into semi stocks, it won’t be treated as an owner distribution.
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Dave Stickland
Dave Stickland@dave_stickland·
For a lot of folks who spend their time sharing their fear and hate of socialism on twitter, strangely, they all love being publically owned in the comments.
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Daniel - Budai Media 📧
Daniel - Budai Media 📧@thedanielbudai·
The detail worth digging into is whether that recurring revenue is subscription based or just repeat purchase behavior they are calling recurring. Those two models have very different churn math and valuation multiples. A dog sled delivery gimmick gets the attention, but the retention mechanic underneath is what actually built the multi year growth.
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