olo-market-intelligence

# 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 (strate...