Olo Market Intelligence

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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

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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