Portfolio and M&A.
Buying and selling events. Diligence, portfolio construction and pruning, launches and geo-clones, post-merger integration, vendor rationalisation and synergy tracking.
5 articles · Portfolio and M and A
- Trade show business value drivers a buyer actually pays fortrade show business value driversThe four trade show business value drivers a buyer can recompute from the seller's own files: tenure mix, waitlist depth, price realisation and buyer scarcity.
- How to test whether an exhibition brand moat is realexhibition brand moatAn exhibition brand moat is a claim you can falsify. Run a substitution audit on your top 40 exhibitors and see how much of their category spend you hold.
- Attendance data due diligence before you sign a trade show dealattendance data due diligenceAttendance data due diligence means rebuilding the headline figure from badge records yourself, then explaining every row you removed before you price the show.
- Exhibitor retention diligence and the three ways a seller flatters itexhibitor retention diligenceExhibitor retention diligence recomputes three figures on one fixed cohort of companies: logo retention, revenue retention and square metre retention.
- Revenue concentration analysis on a show you are about to buyrevenue concentration analysisA revenue concentration analysis on a trade show reprices the deal: top ten exhibitor share, a Herfindahl index, and both figures three editions back.