Skill: aniebyl/olo-market-intelligence (version 1.0.0)

--- name: olo-market-intelligence version: 1.0.0 description: Competitive landscape and market intelligence for M&A due diligence — TAM/SAM/SOM, competitor mapping, and industry analysis author: ololand.ai author_url: https://ololand.ai license: MIT triggers: - market intelligence - competitive landscape - tam sam som - market sizing - industry analysis - competitor mapping - market research - commercial due diligence tags: - finance - market-research - m-and-a - due-diligence - competitive-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 (strategic vs. financial sponsor) - Deal volume trend (accelerating, stable, declining) - Notable failed deals and reasons ## Output Format ``` Market Intelligence Report: [Industry/Sector] Target: [Company Name] Market Size: TAM: $12.4B (2025) → $18.7B (2030), 8.5% CAGR SAM: $4.2B (North America + Europe) SOM: $180M (target's realistic capture) Competitive Position: Market Share: ~4.3% of SAM Rank: #5 of 12 tracked competitors Moat: [proprietary data / switching costs / network effects / none] Top Competitors: 1. CompetitorA — $520M rev, 12% share, well-funded 2. CompetitorB — $310M rev, 7% share, PE-backed 3. CompetitorC — $190M rev, 4.5% share, recently acquired Industry Health: Growth Stage: Growth → Early Maturity Consolidation Trend: Accelerating (12 deals in last 18 months) Regulatory Climate: Favorable (no pending restrictive legislation) Comparable Transactions: Median EV/Revenue: 3.2x Median EV/EBITDA: 14.5x Premium to Public Comps: +25-35% (control premium) ``` ## Quality Standards - Cite sources for all market size estimates - Distinguish confirmed data from estimates (mark with ~) - Date-stamp all competitive intelligence (stale data is dangerous) - Flag low-confidence assessments explicitly - Cross-reference at least 2 sources for market size claims


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