Motley Fool Money Squarespace’s $6.9B Takeover, First of Many?
May 13, 2024
Jason Moser, a Motley Fool analyst, dives into the recent $6.9 billion acquisition of Squarespace by Permira and discusses its implications for the website-building sector. He also examines the Biden administration’s plans for tariffs on EVs, noting how that might shape future trade dynamics. Meanwhile, Asit Sharma sheds light on Pubmatic's impressive ability to generate trillions of ad impressions, exploring its competitive stance against major players in the advertising industry and focusing on growth strategies amid privacy challenges.
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Permira's Investment Thesis
- Private equity firm Permira sees Squarespace's large market opportunity in website building.
- They believe the online retail and commerce market is growing and Squarespace can capitalize on this.
Squarespace's Potential
- Website building alone may not be attractive, but adding features like ads and payments enhances it.
- The key is building additional value-add features and revenue streams.
Private Equity Landscape
- Private equity firms hold substantial dry powder, suggesting more deals are likely.
- Many companies with interesting prospects and young business models could become acquisition targets.