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Key Trends Driving the 2013 Deal Outlook for the Media & Information IndustriesPresentation Transcript
Key Trends Driving the 2013 DealOutlook for the Media & InformationIndustriesDaniel McCarthy, PartnerDealmaker’s SummitFebruary 7, 2013
The Media & Informa0on Deal Market is Characterized by Renewed Conﬁdence & Focus
Macro Inﬂuencing Factors• RelaCve stability in economy & ﬁnancial markets• Increased clarity in customer & end user paIerns• Broader validaCon of business models
The Strategic Mandate• Integrate informaCon and decision making with applica0ons and solu0ons in order to drive value for end users.• Content is the underlying engine that aAracts, engages & converts end users.
The PlaOorm OperaCng Model • Technology allows for the integration of four pillars that drive end user satisfaction. • Content provides access to data, information or analysis; • Context integrates proprietary user information; • Application allows the end user to act as a result of the content and context; • Communication provides the opportunity for sharing, collaboration and querying peers.• Software provides the platform infrastructure.
Three Case Studies
Transac0on Mul0ples Reﬂect the Transforma0ve Power of these Acquisi0ons Public Trading Multiples Transaction Multiples: 2011-12Source: DeSilva+Phillips proprietary research
The Year Ahead§ MarkeCng conCnues march to integrate technology, strategy & soluCons. § The funcConality and user beneﬁts of informaCon companies and soQware/technology companies conCnue to merge.§ PlaOorm companies conCnue the rush to acquire content and soluCons to expand their funcConality, usefulness and relevance to their end users.§ The conCnuing liquidity challenges facing legacy publishing companies will lead to industry-‐transforming mergers.§ Private Equity will be key source of growth capital for middle-‐market companies aligned with the primary growth trends in media, markeCng and informaCon.
Thank you.For more informaCon: Dan McCarthy email@example.com 212-‐686-‐9700 x568@danielrmccarthythemediatransformaCon.com