M&A is driven by corporate strategy. Corporate strategy is heavily influenced by larger trends. Our focus, the internet | mobile | digital media sectors, are rapidly converging and a number of major themes are influencing corporate strategy. We find it helpful to think about M&A in the context of these themes. Each quarter we publish the AP M&A Snapshot which identifies key themes and summarizes related M&A activity. Over the course of the next week or so we’ll take a look at M&A activity driven by 5 well established themes:
1. Marketing & advertising monetization
2. The proliferation of video
3. Voice is just an application
4. The importance of location-awareness
5. The proliferation of games
We’ll also assess an emerging theme, television as an application platform.
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