Better Together: The Consolidation & M/A Panel
summary
Wargaming reports 30% of revenue from acquired titles, one company says about 50%, while Supercell keeps M&A at roughly 1–2% as early-stage bets. Strategies split between rollup/portfolio owners buying dozens and tuck‑in buyers preserving autonomy; deals run fast after long courtships — typically 3–6 months deal cycle. Buyers offer UA, consumer insights and machine learning toolkits, prefer meaningful founder equity or staged earn‑outs, avoid auction processes, and watch IP location closely after past legal losses.
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chapters (11)
- 0:00Consolidation & M&A panel intro
- 1:59Revenue share from gaming acquisitions
- 3:33Acquiring or integrating studios
- 6:25Ideal acquisition targets
- 9:14Funding long-term projects
- 11:43Prior business relationships
- 14:53Deal lifecycle explained
- 16:40Investment banks in M&A
- 19:51Keeping teams post-acquisition
- 23:47Financial incentives & earn-outs
- 28:28Geographic considerations
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