Investing in Sports: The Next Trillion Dollar Market?

投资体育:下一个万亿级市场?

Goldman Sachs Exchanges

商务

2024-11-15

37 分钟
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The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adjacent businesses taking on new dimensions. In the first episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross speaks to Apollo Co-Founder Josh Harris about what it means to own and run professional sports teams in the NBA, NHL, NFL, and English Premier League. She’ll also discuss the scale of the investment opportunity in sports with Dave Dase, Global Co-Head of Sports Investment Banking, and Elis Jones, Head of Sports Investment Banking for EMEA. Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • For years, owning a professional sports team was, in some form or another, a very personal investment.

  • When a team was sold and ownership changed hands, the new owner was usually just one person.

  • Sometimes that ownership would also include a few friends and family members.

  • Institutions, like hedge funds or private equity firms, were not allowed to participate in buying a team.

  • And those were still the rules in the National Football League when Apollo co-founder Josh Harris bought for Washington Commanders in 2023.

  • The NFL was quite restrictive as to they only would allow you a certain number of owners and then obviously their rules,

  • in essence, vast all of the power,

  • the control, if you will, in one person,

  • because they want to make sure that someone can make decisions on behalf of the teams.

  • But these teams are a lot more expensive than they used to be.

  • And the NFL alone, valuations have tripled in just 10 years.

  • In 2014, the Buffalo Bill was traded for $1.4 billion.

  • The Panthers traded for two and change.

  • And then in, I think, 2022, the Broncos traded for high fours.

  • Then obviously we bought the Commanders at six, 18 months ago.

  • So buying or investing in a team now requires quite simply a lot more capital.

  • And over the past 15 years,

  • the professional sports leagues in the U.S. and Europe have slowly loosened ownership rules to allow private equity and other institutional money to provide this capital.

  • And some leagues, institutions can buy a minority stake while in other leagues, it allows for full ownership.

  • But when Josh Harris was preparing a bid for the Washington Commanders, the NFL was the holdout.