Industry Thesis

As the OTT market continues on its historic growth trajectory, a land grab spending spree is unfolding in the “Streaming Wars”. In this war, studios and production companies are the “bullet makers”; a finite group of suppliers servicing an unprecedented growth of demand. Increasingly, these companies are being offered 8-10 figure revenue opportunities via output pacts, licensing deals, and acquisition offers from streamers, studios, and networks in need of compelling content. Therefore, in the last several years, billions of investment capital — from venture, growth, and private equity — flooded into studios and production companies in order to flip these assets to their content-hungry partners over the next 12-36 months. But the “arms race” is far from over…

Testimonials

Case Studies

ViacomCBS

We specifically hired Chris and his team to support competitive landscape analysis, market intelligence and growth planning for branded ad sales ...

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XL Media

XL Media (LSE: XLMedia PLC) is a global performance publisher. It combines the power of people, data-driven behavioral insight, and captivating ...

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Team Coco / WarnerMedia

Team Coco is a digitally-native comedy brand, and a joint venture between Conan O’Brien and WarnerMedia. Entering 2020 Team Coco sought to ...

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Whistle

Team Whistle – comprising Whistle, Tiny Horse, New Form Digital and Vertical Networks – is a global digital sports and entertainment company. ...

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VERB Technology

VERB Technology Company, Inc. (NASDAQ: VERB) is rapidly emerging as the market leader in business-focused interactive video sales and marketing ...

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Atmosphere

Atmosphere is a free multi-channel TV streaming service with content designed for businesses offering 51 original and partner TV channels. ...

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Red Seat Ventures

Red Seat Ventures partners with talent, brands, and influencers to fund, build, and operate unique businesses. Founder and executive leadership ...

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FilmNation

FilmNation Entertainment, one of the world’s preeminent independent entertainment companies, sought to diversify and complement its core film and ...

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EffinFunny

EffinFunny is a full-service creative production company that makes award winning content targeted at the growing US born South Asian ...

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SquareOne

SquareOne Group is a leading international content and distribution company headquartered in Munich, Germany. The company develops, produces, and ...

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ViacomCBS

We specifically hired Chris and his team to support competitive landscape analysis, market intelligence and growth planning for branded ad sales solutions – as we better understood his broader capability set, we expanded our engagement to include new IP incubation ideas, IP valuation and more. I highly recommend RockWater to any client in need of sharp and actionable strategy advisory.

Thomas De Napoli, Sr. Director of Viacom Velocity

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Thomas De Napoli

Sr. Director of Viacom Velocity

XL Media

XL Media (LSE: XLMedia PLC) is a global performance publisher. It combines the power of people, data-driven behavioral insight, and captivating editorial content to build valuable connections between brands and consumers.

When we began looking for intelligence partners, we knew we wanted a group who would work with us as part of a team, not a vendor. We found exactly what we were looking for in RockWater. Starting from a very open place, they were comfortable with and capable of helping us identify and focus on the most advantageous areas of business for the group. The research they deliver is consistently contextual, actionable and valuable in driving strategic decisions and growth.

Elizabeth Carter, VP of Marketing and Taylor Quist, Head of Global Brand Strategy

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Elizabeth Carter

VP of Marketing

Taylor Quist

Head of Global Brand Strategy

Team Coco / WarnerMedia

Team Coco is a digitally-native comedy brand, and a joint venture between Conan O’Brien and WarnerMedia. Entering 2020 Team Coco sought to capitalize on incredible revenue and M&A market momentum. Their executive leadership required advisory to define their growth strategy and execution plan, board communications, and buy-side M&A diligence and valuation.

In my role as COO of Team Coco, when we decided we needed help strategizing and plotting new growth initiatives, RockWater was the first call I made.

Adam Sachs, COO

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Adam Sachs

COO

William Navarre

Sr. Director of BD & Revenue

Whistle

Team Whistle – comprising Whistle, Tiny Horse, New Form Digital and Vertical Networks – is a global digital sports and entertainment company. Team Whistle creates and distributes engaging content experiences for today’s audiences, boasting over 4.2 billion monthly video views, 629 million total aggregated social audience, and 1600+ network channels.

Chris’s team delivered sharp decision-making frameworks and actionable market intelligence for our leadership. Their work significantly accelerated our go-forward planning and new product development

I regularly bounce new business ideas off Chris, as he has a great mind for sustainable value creation vs short term distractions in the media, tech and commerce industries. I look forward to working with him again

Michael Cohen, CEO

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Michael Cohen

CEO

VERB Technology

VERB Technology Company, Inc. (NASDAQ: VERB) is rapidly emerging as the market leader in business-focused interactive video sales and marketing tools, including livestream ecommerce, CRM, and content management applications. With offices in California and Utah, VERB services clients in 60 countries and in 48 languages.

 

Founder and C-suite leadership sought market research, consumer and executive surveys, and go-to-market planning for a new livestream commerce product launch.

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Rory Cutaia

Founder, Chairman, & CEO

Atmosphere

Atmosphere is a free multi-channel TV streaming service with content designed for businesses offering 51 original and partner TV channels. Atmosphere offers an incredibly powerful advertising medium where brands can develop contextualized advertising campaigns with highly targeted delivery by venue-type, geography, or content channel type. The platform was developed using proprietary content, technology, and data to deliver unparalleled experiences for businesses, consumers, and advertisers. The business was incubated within Chive Media Group and spun out in 2019.

Chris and the RockWater team gave us the exact leverage we were looking for in an advisor. The team brings deep industry perspective, thoughtful frameworks, and a strong network of relationships.

Mike Grisko, CFO

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Mike Grisko

CFO

Eric Spielman

CSO

Red Seat Ventures

Red Seat Ventures partners with talent, brands, and influencers to fund, build, and operate unique businesses. Founder and executive leadership sought investment targets for a Content x Commerce investor roll-up strategy, optimization of their user acquisition “funnel” across 6+ digital channels, and an audience and marketing forecast model.

RockWater delivers something few others can: unique perspective. Chris and his team analyze the complicated playing field and cut through the BS to deliver actionable insights that add immediate value. RockWater acts as an extension of my own team, adding a tool to our toolbox at the exact moment we need it.

Chris Balfe, Founder & Partner

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Chris Balfe

Founder & Partner

FilmNation

FilmNation Entertainment, one of the world’s preeminent independent entertainment companies, sought to diversify and complement its core film and TV businesses by expanding into audio and digital, with the end goal of broadening its storytelling platform and driving additional enterprise value.

RockWater’s team dovetails incredibly sophisticated marketplace intelligence with an impressive, far-reaching network of leading professionals at nearly every top digital-focused company – with this powerful combination, they provide clients with invaluable strategic insights and guidance. Chris and the team helped us quickly identify and prioritize opportunity lanes for FilmNation as we expanded our global content platform into the digital space. We’d recommend them with the highest praise, in a heartbeat.

Milan Popelka, COO

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Milan Popelka

COO

Alyssa Martino

VP of Podcasts

EffinFunny

EffinFunny is a full-service creative production company that makes award winning content targeted at the growing US born South Asian demographic. Their team has developed, created, and produced content for Comedy Central, FX, TBS, Red Hour, and ABC digital.

 

The company’s leadership tapped RockWater to research whitespace opportunities and develop the go-to-market plan to drive new revenues and grow enterprise value.

 

Who to know

Sandeep Parikh

Founder and Chief Creative Officer

Anand Shah

Head of Development

SquareOne

SquareOne Group is a leading international content and distribution company headquartered in Munich, Germany. The company develops, produces, and distributes award-winning feature films, television series, podcasts, and digital programming.

Al Munteanu, Founder & CEO

Who to know

Al Munteanu

Founder & CEO

All OTT Video

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