Steve Arhancet

Right Click Culture is headed to Gamescom in Cologne! We're headed out there with a large crew this year including Sam Alavi (CEO), Sahil Mehta 🔜 Gamescom (President, Right Click Brands), Tyler Malloy (President, Talent Management), Willy Wright 🔜Gamescom (Sr. Sponsorship Agent), and myself! Excited to connect with new folks & reconnect with familiar faces to bring everyone up to date on what we've been up to over here. Being a part of this industry has been an absolute privilege and looking forward to continuing that journey with friends & colleagues. If you'd like to get some time together with myself or any of my team, please email [email protected] and we'll make it happen! IYKYK but if you don't.... then here's some high level info on us 📽 Creative Agency: The team behind some heavyweight campaigns such as Amazon Prime Gaming's "Mr. Beast vs Ninja", Bella Poarch's "Level Up" series, and NRG x Rockstar Energy's Sound Series featuring artists such as The Kid Laroi, Don Toliver, That Mexican OT, -- AND, a brand new AAA campaign we are very excited to share with y'all 📈 Brand Partners: We represent some of the best and brightest creators in the games space (amongst other spaces), we pride ourselves in not just being another talent representation agency but an agency full of personailty looking to build meaningful relationships with brands and buyers alike. With over 50 creators totaling 150M+ followers, in-depth gaming focus via talent like Jynxzi, Will Neff, Caroline Kwan, PENTA, Noko, Jack Sather, and many more. 👨‍💻 Creator Management: Our approach to creator management is what sparked the inception of Right Click Culture just 4 years ago, our management company firmly believes that Agents and Managers are different jobs and creators should have access to both. Our full-service management approach starts from content and concept ideation, video/content packaging, proprietary editing technique and many other services 🎵 Music & Artist Management: Our backgrounds come from decades in the music industry, watching how the archaic system of labels and lack luster managers were constantly under-servicing talented and driven musicians/artists. Having only opened our music management arm just under 2 years ago we're tremendously proud of the roster of wonderful artists that choose to call Right Click their home, folks like; bbno$, YNG Martyr, Inverness (producer), Scene Queen, Rei Brown, and many more.

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Since merging with Ticketmaster in 2010, Live Nation Entertainment has exploded in growth—from a $2 billion market cap to over $25 billion today. CEO Michael Rapino has led the charge, reshaping the live music industry. Let’s look at how they got here: Vertical Integration: They control everything—tickets, promotion, artist management, and venues—allowing them to dominate the live music ecosystem. Global Expansion: By acquiring promoters and venues worldwide, they’ve locked in exclusive deals, now dominating concerts and festivals globally. The Shift to Live Experiences: As streaming income dropped, artists turned to touring for revenue, making Live Nation essential for big-name acts. Sponsorship & Advertising: VIP packages and brand partnerships have helped fuel growth beyond ticket sales. But their rise hasn’t been without controversy. Concerns have grown over monopolistic control, especially regarding ticket prices and competition. As more artists face challenges selling out their tours, it’ll be interesting to see how Live Nation navigates this potential issue. For more on Michael Rapino and Live Nation Entertainment, subscribe to my free newsletter, "The Bag" at www.newbagdrops.com

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Billion-dollar PE buyouts are ramping, just see today's Squarespace news. Investors in media x agency deals should pay attention... Global deal activity is up 24% for 2024 YTD, with a total deal volume of $726B. Could be the beginning of a cyclical M&A rally, since deal volume was super depressed over the past couple years... ...and investors need to put money to work! Below are some recent public-to-private highlights, including a large media co deal where I did a deep analysis 👇 May 13 • Permira buying website builder Squarespace • Went public in 2021, closed 1st trading day at $5.9B valuation • $6.6 billion May 6 • EQT Group buying US digital consultancy Perficient • EQT also backs UTA, which has grown through M&A • $3 billion April 2 • Silver Lake buying diversified media co Endeavor • WME / UFC parent co TKO Global will stay public • $13 billion April 1 • Advent International buying payments processor Nuvei • Nuvie backed by celeb Ryan Reynolds • $6.3 billion Similarities across these recent deals include... - founder / CEOs staying on post deal - belief that targets are undervalued in public mkts - desire for more flexibility to grow, do M&A, and drive ent value for new owners That last point is key, as I think there's a strong desire to grow through M&A in a market where there are many sellers who can get picked up at good/fair prices VS the crazyness of 2020/2021. This is timely because... Last month I wrote about public-to-private deal dynamics in my Silver Lake / Endeavor analysis, check it out here --> https://lnkd.in/gtprBx7U I'm also working on an active client deal with similar characteristics, and it's important to know where capital is flowing, and why. Are you all seeing a similar trend?? -- I'm the founder of RockWater Industries. We do M&A and strategy advisory for media, agencies, and creator economy. My DMs are open. #media #agency #creatoreconomy

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In one click you can get the license for even 500 Copyrighted Movies/Sports/Music brands directly to your FAST/SVOD/Mobile app/AVOD/CTV/Payment & Billing Systems. Many companies have Raised Funds or made Exit based on our content. #raisingcapital #developmentfunding #commercialrealestate #syndications #brokerdealers #equityinvesting #tradepaltform #venturecapital #growthcapital #familyoffice #mergeracquitision #mining #preciousmetals #financialadvisor #lineofcredit #realestatefinance #hotelinvestor #oilandgas #greenenergy #carboncredit #consultant #privatedebt #limitedpartner #equityinvestor #privatejet #yachts #hospitality #opportunity #success #privacy #development #investing #hnwi #assetmanagement #capitalmarkets #moneymanagement #patriarchy #bankingandfinance #structuredfinance #privateplacement #offmarket #mergersandacquisitions #generalpartner #corporate #institutionalinvestor #assetsfinance

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The OpEd piece by Bill Miller (President, American Gaming Association) asking for federal action against illegal online gambling operators in the Pittsburgh-Tribune is spot on (see link). It's time for "the Feds" (Department of Justice and FBI) to take comprehensive action to block / disable illegal gambling sites that US players are accessing. The Feds were super effective at dismantling the illegal online prescription drug business in the 1990's. They can do the same for illegal online gambling sites and apps and help our industry protect players in the United States of America. https://lnkd.in/gb8mm7gp

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TikTok ban is jet fuel for $4B Triller / AGBA reverse merger. But this is financial engineering to salvage 2 struggling companies. Retail investors, be wary! Let’s break it down… TARGET: Triller • “AI-powered” music-focused social video platform • Founded 2015 by Bobby Sarnevesht and Ryan Kavanagh • Owns Bare Knuckle league, Amplify.ai, Julius, Thuzio, FITE • Raised $218M+ and TBD debt • Biz model = rev share, ticket sales / PPV / subs / merch, advertising, platform fees • Rapid US and int'l growth via TikTok bans (e.g. India) • 200 est employees PERFORMANCE • 2.2M creators, 450M+ user accounts • 2023 revenue of $45M, down from $54M in 2022 • Q3 YTD showed $104M loss, $378M in debt / liabilities vs $6M current assets • $1M cash & equivalents CONTROVERSIAL HISTORY • 2022 Sony sued for unauthorized music use • 2023 UMG sued for same reason  • Owes music rightsholders $23.6M in unpaid fees • 2022 called off $5B reverse merger with video ad platform SeaChange • 2022 missed M&A payment to Verzuz owners • Filed for NASDAQ IPO in Aug 2023 and Jan 2024 • Reputation for inflating users and usage TARGET: AGBA • Tech-driven wealth mgmt and financial services • 4 biz lines: Platform, Distribution, Healthcare, Fintech  • Founded 1993 by TBD • Focuses on the Guangdong-Hong Kong-Macao Greater Bay Area • Biz model: interest income, commissions, asset mgmt fees • Publicly listed on NASDAQ, holding co registered in BVI, operates in HK  PERFORMANCE • Stock fell 80% 4Q 2022, has traded < $1 since July • $140M market cap, $19M of cash ($17M is restricted), $18M debt • 400k individual and corp customers • 2023 revenue of $54M, up 74% YoY, but a loss of $43M • 176 est employees DEAL DETAILS • All stock deal, AGBA acquiring Triller in reverse merger • New combined AGBA will be 80% owned by current Triller stockholders and RSU holders • Current AGBA shareholders will own 20% of new combined co • Expected May close VALUATION • Triller at $3.2B and AGBA at $800M, for $4B total • …BUT seeking alpha estimates as of 4.23 AM stock price, Triller’s real valuation is $1.3B •….and based on TikTok share repurchase valuation of 17x revenue, implies $765M Triller valuation • As of 4.23 AM stock trading at $2.40, up 500% from $0.40 the day pre announcement DEAL RATIONALE / SYNERGY • Leverage Triller’s large social audience to drive traffic to AGBA’s financial services and create more engagement via live events, webinars, etc  • Create personalized AGBA financial services via Triller user analytics and insights • But IMO here’s the real angle… • “access public capital markets and secure the liquidity needed for rapid growth” – aka a cash grab from retail investors • Triller is being aggressive when competitor TikTok faces US regulatory challenges (senate vote is today, Tuesday!) More analysis to come in my Friday newsletter! --- I’m the founder of RockWater Industries. We do m&a and strategy advisory for #media #agency #creatoreconomy. DMs are open.

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PGA Tour Tasked Freshcut with enhancing its presence in Roblox. So, we implemented three fundamental changes: — Forge a strategic partnership to understand key goals — Leverage Freshcut's innovative UGC Community and Tools — Capitalize on PGA Tour major events for campaign timing This partnership lead to groundbreaking results: — A 108% increase in game plays, exceeding goals — 17,000+ new members in the PGA TOUR Roblox group — Game favorability jumps from 68% to 93% These strategic moves reshape engagement: — PGA TOUR Scramble becomes a community favorite on Roblox — Your brand establishes new digital engagement benchmarks How I guide you to similar success: — Cultivate powerful partnerships like with FreshCut — Utilize peak events for maximum impact — Continuously innovate to stay ahead in digital spaces Are you looking for a game-changing strategy? DM me to enhance your Roblox engagement dramatically. #Roblox #Brandpartnerships #Innovation #Metaverse

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