Info on LionTree’s Pornography IB group?
Does anyone know much about the Adult Media & Entertainment group (I think that’s what it’s called) at liontree. I know it’s a new group, and the only thing I’ve heard of is that they’ve recruited people from JPM who’ve had experience doing financings for MindGeek (parent company of pornhub, brazzers, RedTube, etc) and other companies in the space.
Site visits should be interesting.
Following. I feel like I’m very familiar with this sub-vertical
Giving new meaning to CIMs
EV / Nuts Busted
Actually a very interesting space right now.
Porn was basically monopolized by Mindgeek and the regulators didn't stop them because well...it's porn (seriously they own pornhub, redtube, digital playground, Mofos, twistys, men.com, reality kings). They are the standard oil of Porn.
However they completely failed to see the trends of the average porn consumer and are losing market share and revenue at an increasingly precipitous rate. Consumers either want personalized/intimate experiences (Onlyfans) or extremely high quality 4k glam porn in exquisite locations (Vixen, Blacked.com - Both owned by the same competitor by the way).
Simply put, Onlyfans is to Mindgeek as Tik Tok is to Facebook.
People would rather pay money to simp on onlyfans than watch free porn on pornhub. That's how out of touch in the market Mindgeek was. They are trying to catch up with their own version of personalized pay to play content but they are too late in my opinion.
A merger between Onlyfans and Mindgeek would be extremely synergystic and crush nearly all the remaining competition, and again, the regulators will not touch this. Add in a high profile bolt on acquisition of a VR headset provider and you get vertical market synergies that would be very valuable and cover the whole porn supply chain from content creator to end user.
If I was in the LionTree Porn group I'd be pitching this idea 24/7 to them on the merits of a strategic merger of equals between the two companies. Onlyfans could probably get a decent deal for them as the Mindgeek CEO is currently dealing with personal issues to include religious groups lighting his 16mm dollar mansion in Toronto on fire (SRS) https://www.dailymail.co.uk/news/article-10417683/Pornhub-CEO-breaks-si…; Always negotiate in a position of strength!
Yeah, that's enough internet for me today. Logging out now.
Damn bro you went more in depth than a bbc
Based porn-addicted IB analyst
Imagine watching so much porn that you end up mapping out the entire industry and dreaming up potentials mergers and acquisitions between the different websites that you jerk off to, probably purely out of the synergy you get from masturbating on one website just after the other.
I'm not making fun of you. I'm impressed.
The only guy who doesn't lie when asking for girls @ for research purposes
Email [email protected], he’s an MD in the group
Bounced
yeah, lots of things bounce off of him if you catch my drift
If you go in for your interview and it's on a black leather couch run for the fucking hills
Fr. Project gang bang: a consortium of PE buyers make an unsolicited bid for the assets of an adult entertainment studio
I take it they’re the first boutique to penetrate this market
All this talk is getting me hyped to be a pornography coverage banker. Does Liontree actually cover the industry? How should I make an approach? I feel like messaging the 24 year blonde hr recruiter that "id like to set up a call to discuss my interest in porn banking" wouldn't go over well....
***Coffee meeting with 24 year old blonde hr recruiter***
Her: So I think you have a really interesting background, do you have any specific industry you are looking to cover or have experience in?
You: Porn.....(make sure you are staring into her cleavage)
Either she laughs in your face, you get me too'd, or she says she wants to see how much you know by taking her back to your place
This excellent SNL/Netflix Documentary/Porn Scene just wrote itself
Cover letter template for SAs trying to recruit for the group.
My name is Liontree Applicant X, and I am a rising sophomore at California Upstate Montclair. I'm writing to express my interest in Liontree's porn roup. I'm not a complicated man. I like porn. In particular, I like to watch people fuck on the internet. But I don't want to work at a BB and I don't want to exit to Apollo. I like simple pleasures, like butter in my ass and lollipops in my mouth. That's just me. That's just something that I enjoy. Call me crazy, call me a pervert. But there's one little thing that I want to do in this life and that is to make a dollar and a cent in this business.
I look forward to being in touch to discuss next steps.