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The Order : Weekly Aggregator Roundup - BBG, Forum Brands, Heroes & Olsam

The Order
Happy Sunday,
It’s been a billion dollar week. Here’s a roundup of the last week:

Chart of the week
eCommerce has seen an impact of stores reopening - yet with Delta variant shuttering fall plans it remains to be seen if the strong growth during the pandemic can rebound in the next few weeks. The Financial Times covers the industry trends surrounding aggregators.
UK Commerce Spend [Financial Times based on Fable Data & Marketplace Pulse]
UK Commerce Spend [Financial Times based on Fable Data & Marketplace Pulse]
New funding this week: $1,165M
Funding Craze 💰
  • EU: Berlin Brands Group secures a $700M investment led by Bain Capital - in addition Bain Capital acquired the stake of PE-firm Ardian. Besides funds for further seller acquisitions, BBG also plans to continue building its fulfillment and logistics infrastructure as well as its tech platform [Techcrunch]
  • EU: Heroes raises $200M in combined equity & debt with Crayhill Capital Management leading the financing [Techcrunch]
  • EU: Olsam Group raises $165M in combined equity & debt with lead of Christian Angermayer’s Apeiron Investment Group [Techcrunch]
  • US: Forum Brands secured $100M in debt two months after closing their $27M Series A equity round [Techcrunch]
Strategy 📈
  • A trendline of the recent market acceleration: “Amazon ‘roll-up’ businesses raise billions in fight for ascendancy” [Financial Times]
  • Insights on Shopee’s growth: “Singapore’s Shopee changes the game in Brazil’s e-commerce sector” [Reuters]
  • “China Threatens to Ban E-Commerce Sites That Flout IP Laws” [Bloomberg]
  • Insights on Perch’s Web Deals Direct acquisition: “Perch Acquisition Sets Stage For Larger Push Into Fulfillment Operations [PYMNTS]
  • "Thrasio-style startups: decoding the new mantra for creating a house of brands” [The Economic Times]
  • “Community is the future of Shopify” [Entrepreneur]
  • Challenges to achieve profitability: “Surprising Learnings From Warby Parker And AllBirds IPO Filings” [Forbes]
Let’s make this week count,
Christian
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Christian Umbach

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