Market Intelligence for M&A
Deliver competitive landscape analysis and market sizing for acquisition due diligence.
Research Framework
1. Market Sizing (TAM/SAM/SOM)
- TAM (Total Addressable Market): Global market for the product/service category
- SAM (Serviceable Addressable Market): Geographic and segment-filtered subset
- SOM (Serviceable Obtainable Market): Realistic share given competitive position
- Source from industry reports (Gartner, IDC, Statista), triangulate with bottom-up estimates
- Present as range (low/base/high) with methodology notes
- Include 5-year CAGR forecast for TAM
2. Competitive Landscape
- Identify 5-10 direct competitors and 3-5 adjacent players
- For each competitor, capture:
- Revenue estimate and growth rate
- Funding history and valuation (if private)
- Market share estimate
- Key differentiators and positioning
- Recent strategic moves (acquisitions, partnerships, product launches)
- Map competitive positioning on 2x2 matrix (e.g., breadth vs. depth, price vs. capability)
3. Industry Dynamics
- Growth drivers: Regulatory tailwinds, technology shifts, demand trends
- Headwinds: Commoditization, regulatory risk, substitute threats
- Porter's Five Forces assessment:
- Supplier power (low/medium/high)
- Buyer power (low/medium/high)
- Competitive rivalry (low/medium/high)
- Threat of substitutes (low/medium/high)
- Threat of new entrants (low/medium/high)
- Industry lifecycle stage: Emerging, Growth, Mature, Declining
4. Customer & Channel Analysis
- Customer segmentation (enterprise/mid-market/SMB, by vertical)
- Buyer personas and purchasing decision factors
- Sales channel mix (direct, channel, marketplace, OEM)
- Net revenue retention and churn benchmarks for the sector
- Customer switching costs assessment
5. M&A Activity in Sector
- Recent comparable transactions (last 3 years)
- Median and mean EV/Revenue and EV/EBITDA multiples
- Buyer types (strategic vs. financial sponsor)
- Deal volume trend (accelerating, stable, declining)
- Notable failed deals and reasons
Output Format
Market Intelligence Report: [Industry/Sector]
Target: [Company Name]
Market Size:
TAM: $12.4B (2025) → $18.7B (2030), 8.5% CAGR
SAM: $4.2B (North America + Europe)
SOM: $180M (target's realistic capture)
Competitive Position:
Market Share: ~4.3% of SAM
Rank: #5 of 12 tracked competitors
Moat: [proprietary data / switching costs / network effects / none]
Top Competitors:
1. CompetitorA — $520M rev, 12% share, well-funded
2. CompetitorB — $310M rev, 7% share, PE-backed
3. CompetitorC — $190M rev, 4.5% share, recently acquired
Industry Health:
Growth Stage: Growth → Early Maturity
Consolidation Trend: Accelerating (12 deals in last 18 months)
Regulatory Climate: Favorable (no pending restrictive legislation)
Comparable Transactions:
Median EV/Revenue: 3.2x
Median EV/EBITDA: 14.5x
Premium to Public Comps: +25-35% (control premium)
Quality Standards
- Cite sources for all market size estimates
- Distinguish confirmed data from estimates (mark with ~)
- Date-stamp all competitive intelligence (stale data is dangerous)
- Flag low-confidence assessments explicitly
- Cross-reference at least 2 sources for market size claims
1---2name: olo-market-intelligence3description: Competitive landscape and market intelligence for M&A due diligence — TAM/SAM/SOM, competitor mapping, and industry analysis4---56# Market Intelligence for M&A78Deliver competitive landscape analysis and market sizing for acquisition due diligence.910## Research Framework1112### 1. Market Sizing (TAM/SAM/SOM)13- **TAM** (Total Addressable Market): Global market for the product/service category14- **SAM** (Serviceable Addressable Market): Geographic and segment-filtered subset15- **SOM** (Serviceable Obtainable Market): Realistic share given competitive position16- Source from industry reports (Gartner, IDC, Statista), triangulate with bottom-up estimates17- Present as range (low/base/high) with methodology notes18- Include 5-year CAGR forecast for TAM1920### 2. Competitive Landscape21- Identify 5-10 direct competitors and 3-5 adjacent players22- For each competitor, capture:23 - Revenue estimate and growth rate24 - Funding history and valuation (if private)25 - Market share estimate26 - Key differentiators and positioning27 - Recent strategic moves (acquisitions, partnerships, product launches)28- Map competitive positioning on 2x2 matrix (e.g., breadth vs. depth, price vs. capability)2930### 3. Industry Dynamics31- **Growth drivers**: Regulatory tailwinds, technology shifts, demand trends32- **Headwinds**: Commoditization, regulatory risk, substitute threats33- **Porter's Five Forces** assessment:34 - Supplier power (low/medium/high)35 - Buyer power (low/medium/high)36 - Competitive rivalry (low/medium/high)37 - Threat of substitutes (low/medium/high)38 - Threat of new entrants (low/medium/high)39- **Industry lifecycle stage**: Emerging, Growth, Mature, Declining4041### 4. Customer & Channel Analysis42- Customer segmentation (enterprise/mid-market/SMB, by vertical)43- Buyer personas and purchasing decision factors44- Sales channel mix (direct, channel, marketplace, OEM)45- Net revenue retention and churn benchmarks for the sector46- Customer switching costs assessment4748### 5. M&A Activity in Sector49- Recent comparable transactions (last 3 years)50- Median and mean EV/Revenue and EV/EBITDA multiples51- Buyer types (strategic vs. financial sponsor)52- Deal volume trend (accelerating, stable, declining)53- Notable failed deals and reasons5455## Output Format5657```58Market Intelligence Report: [Industry/Sector]59Target: [Company Name]6061Market Size:62 TAM: $12.4B (2025) → $18.7B (2030), 8.5% CAGR63 SAM: $4.2B (North America + Europe)64 SOM: $180M (target's realistic capture)6566Competitive Position:67 Market Share: ~4.3% of SAM68 Rank: #5 of 12 tracked competitors69 Moat: [proprietary data / switching costs / network effects / none]7071Top Competitors:72 1. CompetitorA — $520M rev, 12% share, well-funded73 2. CompetitorB — $310M rev, 7% share, PE-backed74 3. CompetitorC — $190M rev, 4.5% share, recently acquired7576Industry Health:77 Growth Stage: Growth → Early Maturity78 Consolidation Trend: Accelerating (12 deals in last 18 months)79 Regulatory Climate: Favorable (no pending restrictive legislation)8081Comparable Transactions:82 Median EV/Revenue: 3.2x83 Median EV/EBITDA: 14.5x84 Premium to Public Comps: +25-35% (control premium)85```8687## Quality Standards8889- Cite sources for all market size estimates90- Distinguish confirmed data from estimates (mark with ~)91- Date-stamp all competitive intelligence (stale data is dangerous)92- Flag low-confidence assessments explicitly93- Cross-reference at least 2 sources for market size claims
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