Common sense says there will be a lot more M&A deals in the coming few quarters in the media and Internet sector. The Comcast-NBCU deal talks is on the biggest end of the spectrum. On the Internet side of things, Collins Stewart analyst Sandeep Aggarwal came out with a research note today outlining some of his picks on possible companies that are ripe for picking. His view: “all of the top 5 largest Internet Co’s (AMZN, EBAY, GOOG, MSFT, and YHOO) will likely be acquisitive during the remainder of ’09 and ’10 with YHOO and GOOG leading the pack.”
Top 10 themes for M&A? 1) Cloud computing; 2) Mobile Internet; 3) Social media; 4) Vertical ad networks; 5) Vertical content Sites; 6) eBook reader; 7) International; 8) Web analytics; 9) Interactive agencies including SEM agencies and other marketing servicing companies; and 10) Comparison shopping.
Top private companies that could be bought or IPO: Facebook, LinkedIn, Twitter, Coremetrics, EyeBlaster, EyeWonder, Education Dynamics, Glam Media, eFrontier, JumpTap, Meebo, Zillow, eHarmony, Digg, Exact Target, Rock You, Slide, Foresee, and Yelp. Public companies list is smaller: Comscore (NSDQ: SCOR), TechTarget (NSDQ: TTGT), and Valueclick.
Interestingly, Techcrunch is also on the list of possible companies that could be bought, and Yahoo (NSDQ: YHOO) as most likely buyer followed by Google (NSDQ: GOOG) (really? AOL (NYSE: TWX) is still the top pick, my opinion, following their talks last year).
Chart about possible companies for sale and buyers after the jump: