Terry Kawaja is the founder and CEO of Luma Partners, a media and technology investment bank. Terry has advised on over $300 billion in transactions, including some of the biggest deals in media, tech and advertising.
Auren and Terry discuss the changes in the markets over the last few months and what they expect from the M&A landscape in the near term. Terry shares his thoughts on the long-term outlook for consolidation in the media and advertising space and where he thinks the next innovative companies will appear in adtech.
You can find Auren Hoffman on Twitter at @auren and Terry on Twitter @tkawaja.
Glenn Fogel is CEO at Booking Holdings, a juggernaut in the travel industry. Glenn has a remarkable track record of completing successful acquisitions.
Auren and Glenn dive into the common pitfalls of M&A, the heuristics to apply when evaluating deals and why acquisitions can be transformative when done right. Glenn walks through the many acquisitions Booking Holdings has done in the travel space and their strategy over the years.
They also discuss the experience of being in the travel industry during the pandemic and how Glenn navigated the unprecedented circumstances.
You can find host Auren Hoffman on twitter @auren.
Or Offer is Co-Founder and CEO of Similarweb (ticker: SMWB), a digital intelligence data company.
Auren and Or dive into how data businesses actually work. They explore the problems every data company faces: build vs. partner, accuracy vs. coverage, how to think about data costs, and how to focus on your core competencies.
You can find Auren Hoffman on Twitter at @auren and Or at @oroffer.