Terry Kawaja puts the Ad Tech and Martech sector’s current consolidation phase in perspective and prognosticates what we can expect going forward. With special guest Ana Milicevic from Sparrow Advisers, they discuss the long-term case for optimism in the sector, describe the four main areas of deal activity and specifically address the impact of the Coronavirus crisis on deal-making.
05:38 – Tech Deal Arc to Consolidation
11:51 – Characteristics of Exit Outcomes
24:48 – The 3 AdTech Epochs
32:02 – The Case for Optimism
30:03 – Primary M&A Drivers
41:34 – COVID-19 and Secondary Effects on M&A
46:24 – Q&A