Mergers & Acquisitions: Market Update on Trends & Predictions | Alina SOLTYS

Summary

Alina Suus from Corm Group offers insights into the technology and software M&A landscape, highlighting the gaming sector's rapid growth and its impact on valuations. She discusses market trends, financing, M&A, IPO activity, and future forecasts, emphasizing the importance of mobile gaming and free-to-play models. Suus also touches on cross-platform gaming, analytics, and the influence of Asian markets, providing a comprehensive update on the industry's direction.

Takeaways

• 🏦 Corm Group is a boutique investment bank specializing in M&A for technology and software companies.
• 📈 There has been a significant increase in valuations and confidence in the technology sector, especially in gaming, from 2012 to 2013.
• 💡 Public market performance influences deal activity, as it provides confidence and capital for acquisitions.
• 🎮 Gaming companies are sought after for their innovation, with large tech companies like Yahoo, Google, Apple, Microsoft, and Facebook making gaming-related acquisitions.
• 🌍 The gaming market is growing globally, with the US and China being the largest, and there's a notable increase in mobile and free-to-play gaming.
• 📊 Investment values in gaming are stabilizing, with M&A activity hitting an all-time high in 2013, excluding the Activision deal.
• 📈 The gaming market is projected to grow from $70 billion to $100 billion, indicating significant opportunities for consolidation and expansion.
• 🌐 Asia is a dominant force in gaming M&A, with Asian firms involved in the majority of top deals, both acquiring and being acquired.
• 📊 The public market is favoring mobile-focused and free-to-play gaming companies, with Chinese companies driving a significant portion of the market value.
• 💡 The success of gaming companies is increasingly tied to their ability to grow, show profitability, and demonstrate scalability and strong analytics capabilities.
• 🔢 The gaming industry is seeing high multiples for smaller companies, especially those with strong technology and teams, even if revenue is low.

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