This piece breaks down a shift I call channel inflation — attention across the internet has been repriced, and every format now carries higher expectations than it did even a few years ago. Content types have traversed across platforms. What used to live in paid courses, blog posts, or polished media now shows up inside feeds — Reels, threads, newsletters, landing pages — with the same level of depth and clarity expected. That raises the baseline. People judge everything against the best thing they’ve seen recently, so average content blends in immediately.

The edge comes from understanding the expectation of each channel, then going past it. There’s also an arbitrage layer — some formats lag behind others, so bringing a higher standard into those environments creates a gap that attracts attention.

The practical takeaway is simple: study the format, track the current ceiling, and deliver more value than the format typically holds. Volume increases attempts, and over-deliverance determines which ones actually move.

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Breakdowns on SaaS growth, GTM systems, and content-driven revenue ↴

🔗 http://contentcapitalist.substack.com

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#BusinessGrowth #SaaSGrowth #B2BMarketing #GoToMarketStrategy #DemandGeneration

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The new playbook on how breakout SaaS companies become everywhere at once ↴

🔗 https://michaelbecker.org/ubiquityenginebook/

📩 SUBSCRIBE: CONTENT CAPITALIST (SUBSTACK)

Breakdowns on SaaS growth, GTM systems, and content-driven revenue ↴

🔗 http://contentcapitalist.substack.com

🎓 WORK WITH ME: B2B SAAS ADVISORY

I build pipeline, conversion, and expansion systems for SaaS companies — from early-stage to $100M+ ↴

🔗 https://michaelbecker.org/

📖 GET MY 1st BOOK, CONTENT CAPITALIST

How to turn content into a revenue engine that compounds ↴

🔗 https://michaelbecker.org/product/content-capitalist-how-to-create-a-content-business-so-exclusive-customers-beg-to-buy-and-never-want-to-leave/

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In 2019, SAP acquired lifecycle personalization provider Emarsys for $500M. At the time, Emarsys had grown from $135M ARR in 2017 (when I joined) to $175M ARR in 2019, a ~14% CAGR that valued the deal at roughly a 3x revenue multiple.

In this episode, I break down why SAP made the move, how Emarsys fit into the CX portfolio, and what perspective investors like Summit Partners and Vector Capital (likely) had in pushing for the exit. I’ll also explain why the price reflected Emarsys’ mid-market growth ceiling.

On a personal note, I share what it felt like inside the company — from the chatter about what might change, to the reality that almost nothing did — and how watching that exit firsthand sparked my obsession with M&A as the higher-level game behind SaaS.

Disclaimer: None of this is private or insider information. Everything shared can be found in, or reasonably inferred from, publicly available sources.

#BusinessGrowth #SaaSGrowth #B2BMarketing #GoToMarketStrategy #DemandGeneration

========================

📒 RESOURCES

========================

🚀 PRE-REGISTER: THE UBIQUITY ENGINE

The new playbook on how breakout SaaS companies become everywhere at once ↴

🔗 https://michaelbecker.org/ubiquityenginebook/

📩 SUBSCRIBE: CONTENT CAPITALIST (SUBSTACK)

Breakdowns on SaaS growth, GTM systems, and content-driven revenue ↴

🔗 http://contentcapitalist.substack.com

🎓 WORK WITH ME: B2B SAAS ADVISORY

I build pipeline, conversion, and expansion systems for SaaS companies — from early-stage to $100M+ ↴

🔗 https://michaelbecker.org/

📖 GET MY 1st BOOK, CONTENT CAPITALIST

How to turn content into a revenue engine that compounds ↴

🔗 https://michaelbecker.org/product/content-capitalist-how-to-create-a-content-business-so-exclusive-customers-beg-to-buy-and-never-want-to-leave/

🌐 CONNECT

🔗 IG: https://www.instagram.com/officialmbecker

🔗 LI: https://www.linkedin.com/in/mjbecker

◉ Subscribe. Share with someone building.

Hosted on Acast. See acast.com/privacy for more information.