『How Private Equity Is Buying Up Data Broker Firms』のカバーアート

How Private Equity Is Buying Up Data Broker Firms

How Private Equity Is Buying Up Data Broker Firms

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Episode 34 of The Buyout Show with Fexingo. Lucas and Luna dive into the quiet but massive roll-up of data broker companies by private equity. They focus on the 2021 acquisition of Neustar by Golden Gate Capital and the 2023 merger of Acxiom and LiveRamp, revealing how consolidators build data 'moats' by combining consumer information assets. The hosts break down the economics: data broker firms generate high recurring revenue with sticky contracts, often boasting gross margins above 70 percent and EBITDA multiples that attract PE firms willing to pay 12 to 15 times earnings. They also discuss the regulatory climate under the current FTC and the growing push for federal privacy legislation. Lucas and Luna debate whether these roll-ups create genuine value or just bundle databases that become harder to regulate. A grounded look at an industry most consumers don't even know exists, yet one that touches nearly every online interaction. #DataBroker #PrivateEquity #GoldenGateCapital #Neustar #Acxiom #LiveRamp #RollUp #Consolidation #Privacy #FTC #DataMoats #RecurringRevenue #EBITDA #Business #Acquisitions #FexingoBusiness #BuyoutShow #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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