Delinian -So much data under the hood

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Sometimes you are reading about one company and then you realize they are part of a rollup of many companies that you are familiar with. That is the case with Delinian.

Delinian is one of those data and information services companies that has slowly acquired and sold off data and events businesses over the years. Like many UK companies, data and events go together like peanut butter and jelly. Show me a data business in the UK and they likely own an events business. Always nice to own an events business where you can sell some data to the attendees.

Delinian, even though they are a private company, but since they are UK-based, have to file and share their revenue as well as many other interesting details. Some details:

• Revenue comes in at £271m.

• £335m in debt

• £174m of the revenue comes from subscriptions

• £80m comes from events

• £15m of the revenue comes from ‘other’. My guess is this is consulting or services revenue. One-time implementations.

Looks like they did some corporate restructuring in 2023 and have plans for further divestment. Given I have heard numerous corp dev teams hungry to buy data assets, I imagine they will have some very interested parties.

What are some of the companies that Delinian owns?

Boardroom Insiders, BoardEx, RelSci, BCA Research, AirFinance Global and many more as you can see here:

Then there are the events, many of which I have been to in the past when working in the hedge fund space. These events include: Global ABS, ABS East, Global Leaders Forum, Women in Tech World Series

As we can see there are a lot of assets under Delinian and they have been selling some pieces over the last few years. One really good data asset that they let go of was Fastmarkets.

As someone who has attended their events and been a client of numerous of their companies’ products (BCA Research & Boardex to name a few), I think there is some really rich datasets. They should definitely be listing these datasets to the larger community of buyers on InitialDataOffering.com and I can think of a lot of people that would also want to buy their data businesses if they sold off pieces.

What would I do if I was them?

I’d sell the events business. All of it. I am sure someone like Informa would be interested. Then go deep on data. Build the brand as data and technology first. Get more brand and data awareness. Work on distribution and buy more rich, unique data assets. Sell off some of the more research-focused products.

You have rich people and boardroom data all under the Altrata brand. Go deeper in this space. There are a lot of interesting wealth management use cases and Money in Motion datasets that would be good to bolt on.

You own aviation data under the Airfinance Global brand. Go deeper on aviation data. Make this data more accessible to the investment community. If you invest in and around the aviation industry, then this data should be more well-recognized.

To recap, there are a lot of interesting assets under the umbrella. Go deeper into data. Get rid of events. Get rid of products that are more research-focused. Expand into niche verticals like aviation. Maybe going into automotive. I can think of a lot of unique automotive datasets. In the end, tie everything together by selling to financial professionals.