Consolidation case study plus PEG Pipeline


1.0) CONSOLIDATION IN TECH TRAVEL

“Travel tech startups raised $982M across 21 deals so far in Q3’16 — a 70% decrease in deals but a 68% increase in funding over Q2’16” – CB Insight

Although not every company made the list, there are some amazing people in the travel industry that changed the field and its future.  If you want a 2 day or 2 hour strategy session, I am currently interviewing several industry leaders and tech gurus that would be happy to provide short of 2 day strategy session.

THE STORY OF TWO DEALS

AirBnB vs. VRBO.com!  VRBO was much like the low tech Craiglist.  However, one is story of great exit and the other of Unicorn in the making!

HomeAway announced in November 2006 its $160 million in financing to fund global expansion initiatives, including the acquisition of VRBO.com (Vacation Rentals by Owner). On November 11, 2008, HomeAway announced it had completed an additional $250 million equity capital raise. The investment was led by Technology Crossover Ventures (TCV) and with existing investors Austin Ventures, Institutional Venture Partners (IVP) and Redpoint Ventures.  In 2010 the Wall Street Journal named HomeAway one of the top 10 venture funded companies.

Today AirBnb has the honor raising $4.2B making and Expedia acquired HomeAway in Dec. 2015 for $3.9 Billion!  Will the Unicorn AirBnB find an exit or is the founder of VRBO.com the smart business owner.

FYI: My team loves helping with a consolidation play from MBO to LBO to just an exit!

SAMPLE RAW DATA FOR STRATEGY SESSION:

1 AirBnB $4.2B
2 LY.com $1.2B
3 TuJia $464M
4 Decolar $342M
5 Ibibo Group $273M
6 Quintess $247M
7 Oyo Rooms $26M
8 Skyscanner $197M
9 Huoli $144M
? ? – let us help you! $

 

quarterly-financing-history1

Contact JD Morris via text at +1 858-869-9483 anytime to create a strategy session with a team of experts.

2.0 INVESTOR PIPELINE

It is best to visit the website of the company or investor for correct information.This information is provide via online websites such as Associated Press, Bloomberg, CB Insight, Forbes, Reuters, Wall Street Journal, and other online resources.  And now for deal pipeline update:

• Apollo Global Management reportedly may have interest in acquiring the assets of Community Health Systems Inc. (NYSE: CYH), a $1.4 billion U.S. hospital chain that said it is exploring strategic options that could include a sale.

• General Electric (NYSE: GE) has received three private equity bids for its 43% stake in Hyundai Card, a South Korean credit card joint venture, according to a local media report. The deal could be valued at more than $535 million. Bidders include Affinity Equity Partners and PAG, with Goldman Sachs and Morgan Stanley managing the process

• Graphite Capital has acquired Beck & Pollitzer, a UK-based provider of industrial machinery installation and relocation services, from Bridgepoint Development Capital. No financial terms were disclosed. www.beck-pollitzer.com

• JenCap Holdings LLC, a New York-based insurance brokerage platform backed by The Carlyle Group, has agreed to acquire M. J. Kelly Co., a Springfield, Mo.-based managing general agency and wholesale insurance brokerage. No financialterms were disclosed. www.jencapholdings.com

• New Mountain Capital has invested in Island Medical Management LLC, a Hauppauge, N.Y.-based provider of outsourced healthcare practice management services to emergency departments, hospitalist programs and hospital-based urgent care centers. No additional terms were disclosed. www.immh.com

• Patricia Industries, a portfolio company of Investor AB, has completed its previously-announced acquisition of Laborie Medical Technologies, an Ontario-based provider of medical devices for urological, pelvic health and gastrointestinal applications. No financial terms were disclosed. The seller was Audax Private Equitywww.laborie.com

• Reimagine Holdings Group, a New Canaan, Conn.-based holding company focused on consumer insights and marketing services companies, has secured an undisclosed amount of new equity funding from BV Investment Partners.www.bvlp.com

• Thomas H. Lee Partners has agreed to acquire System One, a Pittsburgh-based provider of specialized workforce solutions and integrated services, fromMidOcean Partners. No financial terms were disclosed.www.systemoneservices.com

• Wendel has agreed to acquire South Africa-based Tsebo Solutions Group, a pan-African facilities services provider, for approximately €331 million. Sellers include Rockwood Private Equity. www.wendelgroup.com

Contact JD Morris via text at +1 858-869-9483 anytime to create a strategy session with a team of experts.

Happy Networking and Investing,

JD Morris

JD Morris

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Author: JD Morris

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