Analysts have widely speculated that we're going to soon see merger and acquisition activity grow in the CDN space, but to date, little has taken place. CDNs continue to raise large amounts of VC money, and each quarter more CDNs enter the market. What are the current valuations for CDN companies, and where will VC money be directed in the future? What types of deals are being pitched to bankers, which ones are they having the most success selling, and what are the characteristics of the ones they are searching for. Come hear speakers discuss the current M&A and VC environment and assess whether the economics of the CDN industry make it ripe for rapid consolidation.
Moderator: Colby Synesael, SVP, Equity Research, Kaufman Bros.
James Henry, Senior Managing Director, Investment Banking, BankStreet Group
Jonathan Seelig, Managing Director, Globespan Capital Partners
Blake Warner, Managing Director, Software, Media & Telecom Investment Banking, Thomas Weisel Partners
David Aronoff, General Partner, Flybridge Capital