LUMA Content 

Signal 360: This Ad’s For You

Among the myriad issues driving change and innovation in the media and marketing ecosystem, no topic is as fraught — and as misunderstood – as identity-driven marketing. But personalized marketing also has driven an increasingly vocal backlash against the now widespread practice of tracking individuals across websites, mobile apps, and even offline activities like grocery store purchases. To understand identity-based marketing, we assembled three experts: Anneka Gupta, President of LiveRamp, Debora Tomlin, former Chief Marketing Officer of NortonLifeLock, and Terence Kawaja, Founder and CEO of LUMA Partners. Click the button to review the discussion.Keep Reading

LUMA Content 

LUMA Digital Brief 029: Market Report Q3 2020

 LUMA’s latest Market Report covers the public and private markets during Q3 2020. Following a particularly challenging Q2 for M&A, Q3 marked the start of a turnaround as we witnessed the largest M&A quarter of 2020 throughout our coverage sectors. While overall volume was still down ~40% relative to Q3 2019, the sequential quarterly increase in scaled, strategic deal activity is a strong signal of confidence returning to the M&A market. Both Ad Tech and MarTech saw several notable scaled transactions and Digital Content led the way from a scaled-deal perspective, as Gaming and Streaming Audio drove strategic activity.Keep Reading

LUMA Content 

The future of data collaboration

Watch this dynamic discussion on the future of marketing data collaboration with InfoSum’s CEO, Nick Halstead, and Executive Chairman, Brian Lesser – moderated by LUMA’s Terry Kawaja. The conversation focused on the marketing and technology industries’ ability to address ongoing issues with data accessibility & management.Keep Reading

LUMA Content 

The ‘Programmatic Endgame’ Is Coming

Away from the much-anticipated Big Tech antitrust hearings earlier this week, LUMA Partners CEO & Founder Terence Kawaja simultaneously delivered his presentation for Adweek’s NexTech 2020 Virtual Summit. Kawaja, ad tech’s top investment banker and self-styled funnyman, kicked off the third day of the NexTech summit with a lively talk on M&A during Covid-19 and a potential impending wave of industry consolidation. Click the button to watch the presentation.Keep Reading

LUMA Content 

Behind the Numbers: The Executive Roundtable

Terry Kawaja, CEO and Founder of strategic advisory firm LUMA Partners, joins eMarketer Co-Founder and Insider Intelligence Chief Evangelist Geoff Ramsey to discuss the pandemic’s effects on live events and the ad market, the importance of marketers taking a stand on social issues and using economic downturns to increase brand presence.Keep Reading

LUMA Content 

LUMA Digital Brief 028 — Market Report Q2 2020

 LUMA’s latest Market Report covers the public and private markets during Q2 2020. As the COVID-19 pandemic continues to impact capital markets and the global economy, Q2 2020 was a challenging quarter for M&A. Deal activity was down across the board, with Ad Tech and MarTech deal volume down approximately 70% relative to Q2 2019. Since slowing to a crawl in March of this year, deal making has yet to return to pre-COVID levels, as buyers across the Media/Marketing ecosystem have not yet shown a consistent appetite for deals, particularly at scaled valuations.Keep Reading

LUMA Content 

LUMA Digital Brief 027 — Market Report Q1 2020

LUMA’s latest Market Report covers the public and private markets during Q1 2020. Amid the outbreak of the COVID-19 pandemic, the beginning of an oil price war between Russia and Saudi Arabia, and subsequent public market sell-off, Q1 2020 was a challenging quarter. Deal activity was down across the board, with Ad Tech and MarTech deals off ~50% and Digital Content deals off ~20%, relative to Q1 2019. Unsurprisingly, deal count fell off around March, as fallout from the pandemic became more widespread and the sell-off in the public markets was well underway.Keep Reading

LUMA Content 

Business Transformation Through M&A in 2020 (Or Any Year)

Various academic studies have shown how a relatively large number of acquisitions fail, meaning they destroy shareholder value. However, there are many examples of how acquisitions have driven exceptional shareholder returns. Like any year, this won’t change in 2020. Brian Andersen’s presentation “Business Transformation Through M&A in 2020 (Or Any Year) reveals how two of the most successful and important companies in digital marketing utilized M&A to completely transform their businesses, enabling them to achieve the market-leading positions they hold today. Click here to view the live presentation and/or click above to download.Keep Reading

LUMA Content 

LUMA Digital Brief 026 — Market Report Q4 2019

LUMA’s latest Market Report spotlights the public and private markets during 2019. After the slight dip in M&A activity during 2018, we watched deal count spike across all sectors, making 2019 the most active year for M&A in the past few years. Not only was the total deal count up, but the number of scaled transactions ($100MM+) were also up significantly. The growth in 2019 was driven by a number of specific trends from each sub-sector, as well as some pervasive trends across digital media broadly.Keep Reading

LUMA Content 

LUMA Digital Brief 025 — Market Report Q3 2019

LUMA presents Digital Brief 025 — Market Report Q3 2019 LUMA’s latest Market Report highlights the public and private markets during Q3 2019. It was another strong quarter for M&A, with the highest deal volume over the last year. The digital content and D2C sectors were particularly strong, with significant quarter-to-quarter increases, while private equity buyers continue to be the most active, leading a number of $100M+ transactions in the quarter.Keep Reading

LUMA Content 

LUMA Digital Brief 024 — Market Report Q2 2019

LUMA presents Digital Brief 024 — Market Report Q2 2019 LUMA’s latest Market Report highlights the public and private markets during Q2 2019. It was a particularly strong quarter for M&A, with the most deal activity (both volume and value) over the last year. This was not limited to a single sector, as M&A activity was up across all coverage areas, Ad Tech, MarTech, Digital Content, and D2C. In the public markets, Ad Tech and MarTech both saw another quarter of growth, though there remain clear delineations between over-and-under performers in each sector.Keep Reading

LUMA Content 

LUMA Digital Brief 023 — Market Report Q1 2019

LUMA presents Digital Brief 023 — Market Report Q1 2019 LUMA’s latest Market Report highlights the public and private markets during Q1 2019. It was a strong quarter overall with increases in both M&A activity and public market values. M&A deal volume was up across Ad Tech, MarTech, and Digital Content, and was capped off with the surprise acquisition of Dynamic Yield by McDonald’s; a rare marketer acquisition of technology that will bring the fast-food giant’s personalization efforts in-house.Keep Reading

LUMA Content 

LUMA Digital Brief 022 — Market Report Q4 2018

LUMA presents Digital Brief 022 — Market Report Q4 2018. LUMA’s latest Market Report highlights the public and private markets during 2018. Despite a year marked by GDPR uncertainty and numerous data and privacy controversies, the big story last year was an increase in large-scale MarTech acquisitions. Following 2017, which had some major marketing clouds, such as Salesforce and Adobe, sitting on the sidelines and zero $1 billion deals, 2018 saw six MarTech deals over $1 billion.Keep Reading

LUMA Content 

LUMA Digital Brief 014 – Market Report Q1 2017

M&A activity led by private equity and telcos was the main story in 2016 and we expect this trend to continue into 2017 as the digital media space matures. Altice and Singtel led the way in Q1, acquiring scaled Ad Tech businesses in Teads / Audience Partners and Turn respectively. In MarTech, Dunn & Bradstreet acquired Avention to grow its portfolio of sales and marketing tools, two years after acquiring NetProspex. Publisher consolidation in the digital space was highlighted by Gothamist, PureWow, Spanfeller Media Group, Upworthy and US Weekly all being acquired.Keep Reading