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Mobile Gaming Studios and Publishers sector

Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Mobile Gaming Studios and Publishers

1.1 - About Mobile Gaming Studios and Publishers sector

Companies in the Mobile Gaming Studios and Publishers category design, launch, and operate games for iOS and Android, combining content creation with data-driven monetization. They build franchises, optimize user acquisition, and run live operations to maximize retention and lifetime value. These firms provide global distribution, localization, and cross-promotions, making them key strategic buyers in mobile gaming for assets that expand genre coverage, geographic reach, and monetization depth.

Typical offerings include free-to-play titles with sophisticated in-app purchase systems and rewarded video ad stacks, supported by analytics dashboards and player telemetry to guide live operations. Many provide cross-platform publishing, cloud save, and multiplayer or social services, plus in-house user acquisition and ad mediation to control cost of installs and yield. Studios invest in content pipelines, A/B testing, economy design, and app store optimization, underpinned by backend infrastructure for events, progression, and personalization.

They serve mass-market mobile players seeking casual, midcore, and social experiences, as well as brand advertisers and IP owners leveraging in-app inventory and licensed content. Outcomes include larger active user bases, improved retention and ARPDAU, diversified revenue through IAP and ads, and more efficient user acquisition via data-driven targeting. Their scale and live-ops expertise reduce hit volatility and extend product lifecycles.

2. Buyers in the Mobile Gaming Studios and Publishers sector

2.1 Top strategic acquirers of Mobile Gaming Studios and Publishers companies

PLAYSTUDIOS Logo

PLAYSTUDIOS

HQ: United States Website
  • Description: Provider of casual casino mobile games, including slot machines, bingo and blackjack, and of the playAWARDS loyalty platform that links a network of brand partners to a broad community of players who can earn real-world rewards.
  • Key Products:
  • Slot Machines mobile games: Mobile slot titles delivering casual casino gameplay, frequent spins and progressive features to replicate real slot experiences for entertainment on smartphones
  • Bingo mobile games: Digital bingo apps offering live number draws, interactive cards and social play so users compete in classic bingo sessions on mobile
  • Blackjack mobile games: Smartphone blackjack games simulating casino table action with strategic card decisions, betting variations and realistic dealer interactions for immersive solo play
  • playAWARDS loyalty platform: Loyalty ecosystem integrating brand partners with game players, issuing tangible real-world rewards in exchange for in-app engagement and continued gameplay.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
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2.2 - Strategic buyer groups for Mobile Gaming Studios and Publishers sector

M&A buyer group 1: Mobile Game Developers

23 companies View group →
Description: Companies in this category design, build, and operate mobile games for iOS and Android, managing full lifecycle from concept to live operations. Gaming Mobile Game Development Studios deliver scalable free‑to‑play titles and premium experiences, optimizing gameplay, monetization, and retention through analytics-driven updates. They blend creative design with technical engineering to reach global audiences and sustain engagement and revenue over time.
Niantic

Niantic

Website HQ: United States
  • Type: N/A
  • Employees: ●●●●●
  • Description: Provider of augmented reality software and location-based mobile gaming platforms that encourage real-world exploration, delivering AR experiences, development tools and services that enrich physical-world interaction for consumers and enterprises.
  • Key Products:
  • Peridot Beyond: Mobile AR pet experience enabling users to care for virtual “Dots”, play cooperatively and explore outdoor environments with friends for shared real-world engagement
  • Scaniverse: 3D scanning application that lets users capture, share and digitally document real-world scenes and objects, aiding preservation and community storytelling after events such as wildfires
  • Morpheus: Text-driven method that transforms Gaussian-Splat captured 3D scenes, allowing independent geometry and color edits, consistent multi-view stylization and user-aligned outputs
  • 3D Scanning & Localization Platform: Enterprise technology that instantly positions real-world objects inside mixed-reality environments like Sphere without QR codes, streamlining remote spatial collaboration.
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Mobile Gaming Studios and Publishers sector

3.1 - Buyout funds in the Mobile Gaming Studios and Publishers sector

Buyout Funds investing in Mobile Gaming Studios and Publishers companies

51+ funds
Description: Buyout funds focused on Mobile Gaming Studios and Publishers companies globally.

CVC Capital Partners

Website HQ: Luxembourg
  • Type: Buyout
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: Technology companies in Mobile Gaming Studios and Publishers
  • Relevant M&A transactions / similar portfolio companies:
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2.2 - Strategic buyer groups for Mobile Gaming Studios and Publishers sector

Growth Equity Funds in Mobile Gaming Studios and Publishers companies

41+ funds
Description: Growth equity funds focused on Mobile Gaming Studios and Publishers companies globally.

Idinvest Partners

Website HQ: France
  • Type: Growth
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: High-growth companies in Mobile Gaming Studios and Publishers
  • Relevant investments / similar portfolio companies:
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4 - Top valuation comps for Mobile Gaming Studios and Publishers companies

4.2 - Public trading comparable groups for Mobile Gaming Studios and Publishers sector

Valuation benchmark group 1: Mobile and Browser Game Publishers

8 companies View group →
Description: Companies in this trading comparable group are public publishers and developers of mid-core mobile and browser games, operating global portfolios of online titles. They monetize primarily through free-to-play in-app purchases, virtual currency, advertising, and, at times, subscriptions and licensing. They are grouped as comparables due to similar live-ops models, user acquisition engines, cross-platform distribution, and recurring content updates that drive engagement, payer conversion, and revenue scale.
Tencent logo

Tencent

  • Enterprise value: $●●●m
  • Market Cap: $●●●m
  • EV/Revenue: ●.●x
  • EV/EBITDA: ●●.●x
  • Description: Provider of internet services and portals, offering cloud computing, fintech, social networks, music, e-commerce, mobile gaming, and online advertising services, with significant investments in various tech startups, focusing on user value and technological innovation.
  • Key Products:
  • Cloud Computing: Scalable cloud solutions for businesses of all sizes
  • Fintech Services: Financial technology solutions including payment systems
  • Social Networks: Platforms for social interactions and media sharing
  • Mobile Gaming: Extensive portfolio of mobile games and online multiplayer games
  • E-commerce Solutions: Comprehensive e-commerce services for online retail
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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4.3 - M&A Transactions in the Mobile Gaming Studios and Publishers sector

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

Buyers & Acquirers in Mobile Gaming Studios and Publishers sector

Who are the top strategic acquirers of Mobile Gaming Studios and Publishers companies?

Top strategic buyers in this sector include PLAYSTUDIOS, a provider of casual casino mobile games, including slot machines, bingo and blackjack, and of the playawards loyalty platform that links a network of brand partners to a broad community of players who can earn real-world rewards. .

Which buyer groups are most relevant for Mobile Gaming Studios and Publishers companies?

Relevant strategic buyer groups similar to the Mobile Gaming Studios and Publishers sector include Mobile Game Developers because they share similar customer segments and product capabilities.

Financial Investors in Mobile Gaming Studios and Publishers sector

Which are the top PE firms investing in Mobile Gaming Studios and Publishers companies?

Potential investors in the broader Mobile Gaming Studios and Publishers space include Idinvest Partners and CVC Capital Partners.

Who are the top buyout funds acquiring Mobile Gaming Studios and Publishers companies?

Active PE funds and buyout funds acquiring companies in the Mobile Gaming Studios and Publishers space include CVC Capital Partners.

Who are the top growth equity funds investing in Mobile Gaming Studios and Publishers companies?

Growth funds investing in the broader Mobile Gaming Studios and Publishers sector include Idinvest Partners.

Valuation of Companies in Mobile Gaming Studios and Publishers sector

Which are the key public companies that are relevant trading comps for Mobile Gaming Studios and Publishers companies?

Key trading comparable groups include Tencent, a provider of internet services and portals, offering cloud computing, fintech, social networks, music, e-commerce, mobile gaming, and online advertising services, with significant investments in various tech startups, focusing on user value and technological innovation..

Which are the key trading comparable groups for Mobile Gaming Studios and Publishers companies?

Similar trading comparable companies include Mobile and Browser Game Publishers. Our platform tracks detailed trading comparable groups in the Mobile Gaming Studios and Publishers sector with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in the Mobile Gaming Studios and Publishers sector?

Our platform tracks M&A transactions in the Mobile Gaming Studios and Publishers sector with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Mobile Gaming Studios and Publishers?

Access recent funding rounds in the Mobile Gaming Studios and Publishers sector including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors, valuations, and use of proceeds.

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