【重点研报】2024上半年体育科技市场报告.pptx

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PodcastPodcastLinkLink++++44DEVBAJAJCHIEFSTRATEGYOFFICERMOHITPAREEKPRINCIPALEXCLUSIVEINTERVIEWJEFFROTHPARTNERMOHITPAREEKPRINCIPALEXCLUSIVEINTERVIEW27.3B$1.9B$5.0BNote:DrakeStardidnotactasfinancialadvisoronthetransactionslistedonthispageSource:Pitchbook,CapitalIQ,newspublications,pressreleases,DrakeStaranalysisH12024DEALVALUEMA PrivatePlacementsH12024DEALCOUNTPublicMarketsTotal–$34.2BTotal–589H12024SUMMARYWith$34BinannounceddealvalueinH1,sportstechcontinuestobeahighlyactivemarketwithsix$B+acquisitionsandfourprivatefinancingsover$100M.Withover$27Bindisclosedvaluethrough225MAdeals,H1representedstrongesteverfirsthalfofayear(#ofdeals).Whiletherewere6bigticketdeals,thefirsthalfsawstronggrowthinsmalltomidsizedealsthatweremostlyundisclosed.NotableMAdealsincludedSilverLake’s$13BacquisitionoftheremainderofEndeavor,LibertyMedia’s$4.6BacquisitionofDornaSports,themergerofDisneyIndiaandRelianceMediaassets,Canal+’s$1.9BofferforMultiChoice,andDraftKings’$750MacquisitionofJackpocket.PrivatefinancingsremainedflatcomparedtoH2’23(360deals)with342dealsraising$1.9Binnewcapital.Early-stagefinancingscontinuetomakeupthemajorityoftotalfinancings(over80%)whiletherewerefewermidtolate-stagefinancings.Equinox’s1.8BindebtraisewasthehighlightofthefirsthalfandsomeofthenotableequityraisesincludedRiddell($400M),MinuteMedia($100M),DudePerfect($100M)andLiveMode($85M).Topinvestorsfocusedon