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Key Trends Driving the 2013 Deal
Outlook for the Media & Information
Industries
Daniel 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: 2011-12
Source: 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 [email protected]‐686-‐9700 x568
@danielrmccarthythemediatransformaCon.com
