Sterling Montes
2.7K posts

Sterling Montes
@sterswords
Ending dandruff @byeflakes • Growth Marketer #dtc Past: https://t.co/QWjtdPRxKB @loveyourboka (acq) @Nectarsleep / @Dreamcloud • Consulting: https://t.co/CpjR1APZPd
New York, NY Katılım Temmuz 2008
803 Takip Edilen660 Takipçiler

For the last two years, I’ve been building a project in the shadows with my co-founder @itmebenjamin.
Meet @mengotomars, the most potent and natural testosterone stack on earth.
Today, I’m excited to share that we partnered with L Catterton to send Mars Men to new heights.
Next stop, Mars. 🚀

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@ashvinmelwani how did you get this far without ever doing a founder video
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One founder I know sleeps 3 hours a night and mainlines Red Bull.
Another runs a bigger company and coaches his daughter's basketball team.
They both face the same chaos, but one is thriving while the other’s dying.
What the hell is the difference?
I spent years obsessing over this. I read every leadership book and hired a bunch of coaches.
Then I stumbled on this simple concept that sounds like corporate BS:
"Above the Line" vs "Below the Line" thinking.
⬇️ Below the Line:
you're in fight-or-flight mode 24/7. Every email feels like a fire and every meeting is a battle.
⬆️ Above the Line:
same shitstorm, different brain. You're curious instead of defensive. Problems become puzzles.
Sounds simple, but it’s not.
So I created this stupid-simple daily check-in. Like, embarrassingly basic. Five questions I ask myself every morning. Takes 2 minutes.
Then I track what sends me "below the line" (aka Zoom calls 😂).
After a few weeks, my COO pulled me aside and said "whatever you're doing, keep doing it."
I'm not saying this fixes everything. Your burn rate is still your burn rate.
But if you're tired of feeling like you're constantly putting out fires with gasoline...
I turned my whole system into a PDF. The exact questions, the trigger tracker, everything.
Drop "️🔥" in the comments if you want it. I'll DM you the link.
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@MaxLanglois3 @PhilKiel We added cost caps, cpa is better but volume is down 63%
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@thesamparr My recent personal favorite is this one... 👀❄️
instagram.com/p/DK-TBczAKfn/
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UNILEVER TO ACQUIRE MEN'S CARE BRAND DR SQUATCH
Private Equity group summit partners was reportedly exploring a $2B sale last year for the brand when it was generating $90m in EBITDA
Dr. Squatch raised one VC round before being acquired by Summit in 2021
2024 sales for Dr Squatch were reported to be ~$400m with EBITDA at $90m, implying EBITDA margins over 20%
Some comps:
- Touchland: 16x EBITDA
- Hero: 14x
- Naturium: 21x
- Aesop: 20x
There's a REALLY good chance this EBITDA multiple surpasses Aesop's when it was acquired for $2.5B by L'Oreal. Dr. Squatch has reached a very critical scale appealing to an audience that has not really been cracked since Axe.
Axe, also owned by Unilever, has been on a decline and Unilever's overall personal care segment shrank 1.5% last year with ~$14B in sales, so effecitvely subbing in Dr. Squatch for Axe makes a ton of sense.
What a day for Men's care!!!

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