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 analysis4license: MIT5---6
7# Market Intelligence for M&A
8
9Deliver competitive landscape analysis and market sizing for acquisition due diligence.
10
11## Research Framework
12
13### 1. Market Sizing (TAM/SAM/SOM)
14- **TAM** (Total Addressable Market): Global market for the product/service category
15- **SAM** (Serviceable Addressable Market): Geographic and segment-filtered subset
16- **SOM** (Serviceable Obtainable Market): Realistic share given competitive position
17- Source from industry reports (Gartner, IDC, Statista), triangulate with bottom-up estimates
18- Present as range (low/base/high) with methodology notes
19- Include 5-year CAGR forecast for TAM
20
21### 2. Competitive Landscape
22- Identify 5-10 direct competitors and 3-5 adjacent players
23- For each competitor, capture:
24 - Revenue estimate and growth rate
25 - Funding history and valuation (if private)
26 - Market share estimate
27 - Key differentiators and positioning
28 - Recent strategic moves (acquisitions, partnerships, product launches)
29- Map competitive positioning on 2x2 matrix (e.g., breadth vs. depth, price vs. capability)
30
31### 3. Industry Dynamics
32- **Growth drivers**: Regulatory tailwinds, technology shifts, demand trends
33- **Headwinds**: Commoditization, regulatory risk, substitute threats
34- **Porter's Five Forces** assessment:
35 - Supplier power (low/medium/high)
36 - Buyer power (low/medium/high)
37 - Competitive rivalry (low/medium/high)
38 - Threat of substitutes (low/medium/high)
39 - Threat of new entrants (low/medium/high)
40- **Industry lifecycle stage**: Emerging, Growth, Mature, Declining
41
42### 4. Customer & Channel Analysis
43- Customer segmentation (enterprise/mid-market/SMB, by vertical)
44- Buyer personas and purchasing decision factors
45- Sales channel mix (direct, channel, marketplace, OEM)
46- Net revenue retention and churn benchmarks for the sector
47- Customer switching costs assessment
48
49### 5. M&A Activity in Sector
50- Recent comparable transactions (last 3 years)
51- Median and mean EV/Revenue and EV/EBITDA multiples
52- Buyer types (strategic vs. financial sponsor)
53- Deal volume trend (accelerating, stable, declining)
54- Notable failed deals and reasons
55
56## Output Format
57
58```
59Market Intelligence Report: [Industry/Sector]
60Target: [Company Name]
61
62Market Size:
63 TAM: $12.4B (2025) → $18.7B (2030), 8.5% CAGR
64 SAM: $4.2B (North America + Europe)
65 SOM: $180M (target's realistic capture)
66
67Competitive Position:
68 Market Share: ~4.3% of SAM
69 Rank: #5 of 12 tracked competitors
70 Moat: [proprietary data / switching costs / network effects / none]
71
72Top Competitors:
73 1. CompetitorA — $520M rev, 12% share, well-funded
74 2. CompetitorB — $310M rev, 7% share, PE-backed
75 3. CompetitorC — $190M rev, 4.5% share, recently acquired
76
77Industry Health:
78 Growth Stage: Growth → Early Maturity
79 Consolidation Trend: Accelerating (12 deals in last 18 months)
80 Regulatory Climate: Favorable (no pending restrictive legislation)
81
82Comparable Transactions:
83 Median EV/Revenue: 3.2x
84 Median EV/EBITDA: 14.5x
85 Premium to Public Comps: +25-35% (control premium)
86```
87
88## Quality Standards
89
90- Cite sources for all market size estimates
91- Distinguish confirmed data from estimates (mark with ~)
92- Date-stamp all competitive intelligence (stale data is dangerous)
93- Flag low-confidence assessments explicitly
94- Cross-reference at least 2 sources for market size claims
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