The global sports ecosystem has been underpriced and misunderstood for years.
Over the past decade, the sports landscape has undergone a holistic transformation as heightened consumer interest, technological advances, and a diversified media engine have created a dynamic sports ecosystem that is integrated into our culture like never before. Investors deploying capital position themselves at the nexus of strategic decision-making, with the opportunity to shape the future of sports.
What trends are driving these opportunities?
An evolving media landscape is shaping a new era for sports rightsThe sports media landscape is at an inflection point, with seismic shifts underway. The rise of big tech and direct-to-consumer streaming platforms have ignited a new era of price discovery as companies learn how much fans will pay to watch their favorite teams—spurring a wave of bundling, unbundling and strategic partnerships.
Minority stakes are diversifying the capital stackMinority stakeholders have become an essential part of the capital structure as sports teams’ valuations have soared. As institutional investors continue to look outside traditional markets—opportunities in established franchises, emerging leagues, and women’s sports are attracting serious interest.
The breadth of sports-adjacent businesses is expandingAs the commercial and capital demands of sports ownership have skyrocketed, a surge of sports-adjacent businesses have formed to help leagues and teams improve operations, diversify revenue streams, and capture value.
Modern-day stadiums are generating new avenues for monetizationSports-adjacent businesses are becoming increasingly central to the investment landscape. While the recent legalization of sports betting in the United States has generated new revenue streams, investors are also capitalizing on emerging opportunities in data analytics, fan engagement platforms, and more.
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The days of just selling tickets and concessions are over; sports are rapidly expanding into 24/7 data management platforms that bring best-in-class customization — helping teams grow and increase the monetization of their fan base across all business verticals.”
Unlocking New Opportunities in SportsChanging the Game