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Key Trends Driving the 2013 Deal Outlook for the Media & Information Industries

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  • 1. Key Trends Driving the 2013 DealOutlook for the Media & InformationIndustriesDaniel  McCarthy,  PartnerDealmaker’s  SummitFebruary  7,  2013
  • 2. The  Media  &  Informa0on  Deal  Market  is  Characterized  by  Renewed  Confidence  &  Focus
  • 3. Macro  Influencing  Factors• RelaCve  stability  in  economy  &  financial  markets• Increased  clarity  in  customer  &  end  user  paIerns• Broader  validaCon  of  business  models
  • 4. 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.
  • 5. 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.
  • 6. Three  Case  Studies
  • 7. Transac0on  Mul0ples  Reflect  the  Transforma0ve  Power  of  these  Acquisi0ons Public Trading Multiples Transaction Multiples: 2011-12Source: DeSilva+Phillips proprietary research
  • 8. 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.
  • 9. Thank  you.For  more  informaCon: Dan  McCarthy dan@desilvaphillips.com 212-­‐686-­‐9700  x568@danielrmccarthythemediatransformaCon.com