Gryphon Investors’ Post

Another blockbuster cross-border public M&A deal supported by our European offices: Skadden is advising L’OCCITANE Group and Reinold Geiger, the majority shareholder of L’Occitane, a global luxury cosmetics group based in Europe and listed on the Hong Kong Stock Exchange, in connection with the €6 billion take-private offer launched by Reinhold Geiger. The offer is financed by Crédit Agricole CIB, Blackstone and Goldman Sachs Asset Management.   This is the third major cross border public M&A deal landed by Skadden this year, following advising German biotech company MorphoSys on the €2.7 billion takeover offer by Novartis and advising US based International Paper on its $7 billion offer for UK based DS Smith. With lead roles for each deal spread amongst Frankfurt, London and Paris as well as each offer having either a significant U.S. or Asian angle, these transactions show the strength of both our pan-European and our global offering for cross-border deals "that matter". Congratulations to my partners Arash Attar-Rezvani andNicola Di Giovanni in Paris and Paloma Wang in Hong Kong for landing the L’Occitaine transaction. #mergersacquisitions #takeprivate #p2p #Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates https://lnkd.in/dNDWH5Ew

Investing in FTV Aesthetics can benefit your future. Secure your franchise with an initial investment of 1.5 CR. DM us for more information. #FTVAesthetics #FTVFranchise #SkinTreatment #SkinCare #Investment #BeautyIndustry #Business #Opportunity

CONNEX Connecticut is proud to announce that DCL Skincare in East Haven is the 500th Connecticut company to register on the platform! DCL Skincare is a leading manufacturer of high-quality skincare products, and their registration on CONNEX Connecticut is a testament to the platform's growing popularity and success. CONNEX Connecticut is an online platform connecting all U.S. manufacturers and suppliers with a single, accurate, searchable supply-chain solution. It's not just another platform: it's a revolutionary new way for you to find, be found, connect, and contract directly with each other. In addition to DCL Skincare, CONNEX Connecticut is home to a growing number of leading manufacturers and suppliers from across the state. The platform is also gaining traction with businesses outside of Connecticut as companies recognize the value of connecting with a network of qualified partners from a single location. CONNEX Connecticut is a valuable resource for businesses of all sizes. Whether you are a small startup or a large multinational corporation, CONNEX Connecticut can help you find the partners you need to grow your business. To learn more about CONNEX Connecticut, please visit: https://lnkd.in/drchWZcR CONNEX Marketplace #makeithere #ctleads #manufacturing #supplychain

The size of the collagen market was USD 5,155.3 million in 2023, which will power at a rate of 6.5% by the end of this decade, touching USD 7,951 million by 2030.  Check out our latest report: https://lnkd.in/gebpSz66 #CollagenMarket #MarketTrends #Skincare #ConsumerPreferences #RegulatoryFrameworks #Sustainability #Investment #Innovation #psintelligence #Demand #ForecastReport

As Beauty brands expand into and “premiumize” once dusty mass markets, such as sexual wellness and women’s health, the lines separating Beauty from these other adjacent or near-adjacent markets become blurrier. While the potential and opportunities in these segments is self-evident, there is a danger that such category diffusion can lead to lost commercial focus and market confusion. In this segment, experts discuss how to best view and characterize opportunities in this area, as well as the potential and pitfalls for investing in this sector and what it will take to generate meaningful value Join us in London for the Dealmaker Summit EU/UK this coming November 6-7. Secure your seat today: https://bit.ly/3YYz86C #weareindiebeauty #hereforthefierce #beauty #beautybusiness #beautyindustry #beautybrands #beautyretail #beautyentrepeneur #cosmetics #skincare #wellness #beautyinvesting #venturecapital #venturefunding #acquisitions

Band-Aid maker Kenvue (NYSE:KVUE) saw its shares hit on Thursday morning after laying out guidance below Wall Street expectations. #Kenvue said adjusted profit would sit between US$1.10 to US$1.20 per share for the year ahead in Thursday’s fourth quarter results, lower than analysts’ estimates of US$1.26. This came after the company, which was spun off from Johnson & Johnson in August, said softer-than-anticipated performance in its US skin health and beauty business and struggles in China hit sales over the last three months of the year. Net sales decreased by 2.7% over the quarter to US$3.7 billion as a result, missing analyst calls for the figure to sit at US$3.8 billion. Final-quarter adjusted per-share earnings sat at US$0.31 meanwhile, with the figure stretching to US$1.29 for the full year. Over the year, net sales increased by 3.3% to US$15.4 billion. More at #Proactive #ProactiveInvestors #NYSE #KVUE http://ow.ly/kpzT105g3o5

Our fearless leader, Ada Polla, recently sat down to reflect on 20 years of Alchimie Forever and what it means to turn a family passion into a sustainable #global brand. As a family-owned, family-funded business, the Alchimie Forever story is not one of shrewd product-market fit and flashy venture capital. It’s rooted in passion for superior #skin care, financial discipline and a long-term perspective. In this compelling #article, Ada shares her take on growth vs. profitability, the reality of new product launches and becoming a #TikTok sensation, and the guiding principles that have allowed Alchimie Forever to withstand #economic crises, wars, and a global pandemic to remain a trusted - and profitable - skin care brand. Click the link below to read more and learn how 20 years of growing a #business have shaped Ada’s definition of #success.#AlchimieForever #25YearsOfGlow Global Cosmetic Industry Jeb Gleason-Allured https://lnkd.in/er-Xx2Ec

In an ideal world the bulk of the investments and M&A transactions would go toward the best performing beauty categories and brands. We could argue that in most of the cases this is true. We have witnessed the #makeup brands acquisition and investment spree in 16-18 (e.g. Morphe, Anastasia Beverly Hills, Hourglass Cosmetics, Milani Cosmetics ...) followed by #fragrances in 18-19 (e.g. Nichebox acquisition of #liquidesimmaginaires #clivechristian or Givaudan 9 investments in 18-19...) and then haircare in 21-22 (e.g. Nutrafol, OUAI ...) while #skincare and personal care holds a relatively constant 40% of total number of investments and acquisitions. So what is happening in 2024? hold tight! #beautyindustry

Investing in mutual funds can provide long-term financial development and stability, much like purchasing skincare products can have positive long-term effects on the health and appearance of your skin. Both demand endurance, regularity, and the knowledge that modest initial inputs can yield substantial returns over time. For instance, regular use of high-quality skincare products can eventually result in healthier, more beautiful skin; similarly, regular mutual fund investments can eventually result in growth and stability in one's finances. Whether it's picking the best skincare products for your skin type or the best mutual funds depending on your financial objectives and risk tolerance, both require making educated judgments. In the end, to get the intended results, skincare and investing both need a dedication to long-term care and attention to detail. #skincare #mutualfunds #mutualfundssahihai #investing #investment #mutualfundinvestment #skincareinnovation #investinyourself #investinyourfuture #happiness #linkedingrowth #linkedin #linkedinconnect #linkedinengagement

Yesterday's webinar on Formula IP Ownership was one for the books 📚 ! After we worked through common myths & misconceptions about formula IP, we did a live exercise comparing the full PD cycle of 2 hypothetical skincare brands - one who owned their formula and one who licensed it. While the licensed formula got to initial market faster, we quickly saw the many hiccups they hit when trying to scale their distribution. This was a fascinating live case study. If you missed it and want the recording, comment "Recording!" here and we'll DM you the link #cosmeticformulation #formulationtips #buildbetterbeauty