Panel: 2020 M&A and Investment Overview, Expectations & Consequences
summary
Deals keep closing despite COVID with acquirers shifting strategy: Zynga buys Peak and public Stillfront pays about $190M for BitLife, a largely organic #1-download game that scaled virally by reading contacts. Buyers range from app networks like AppLovin to PE firms (KKR, Silver Lake) and publishers sitting on billions in cash; acquisitive activity focuses on distribution assets and live‑ops games. Due diligence slows without travel, investors want 24+ months runway and studios that solve discoverability by building community as a product.
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chapters (16)
- 0:00Intro
- 2:25Mike
- 3:18David
- 6:38Shanti
- 8:35Jim Yang
- 9:32Will things change going forward
- 12:38How to get to know a management team remotely
- 14:28Is there a lot we dont know about 2020
- 18:48How will your plans evolve over the next 12 24 months
- 23:13Is there anything youd like to add to the panel
- 24:31Mergers and Acquisitions
- 31:21Social Discovery
- 34:08Buyers Investors
- 37:16Key Trends
- 40:48Mindsets
- 47:03Keys to Scale