Truist Securities’ Post

Companies in hospitality, gaming, and leisure face various challenges, including fluctuating consumer demand, competitive pressures, regulatory requirements, and operational complexities. Navigating these challenges requires strategic planning, innovation, and operational excellence. Management consultants play an essential role in supporting companies in the hospitality, gaming, and leisure sectors by providing industry expertise, strategic guidance, and innovative solutions to address their specific needs and challenges. https://lnkd.in/gDrQ6SNM #managementconsultants #consultinglife #hospitality

With a business model honed over 47 years of serving local communities, regional gaming leader Red Rock Resorts Inc. achieves operating margins among the highest in the gaming industry and is well prepared to capitalize on future growth opportunities. During #BaronConference24, Chairman and CEO Frank J. Fertitta III, along with Vice Chairman of the Board Lorenzo J. Fertitta, offered insights into the Las Vegas gaming market, highlighting the region’s rapid expansion and Red Rock’s strategic positioning within the Las Vegas Valley. Watch the Conference session at https://lnkd.in/e98iNKtV Disclosures: 𝘐𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘴𝘩𝘰𝘶𝘭𝘥 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘵𝘩𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦𝘴, 𝘳𝘪𝘴𝘬𝘴, 𝘤𝘩𝘢𝘳𝘨𝘦𝘴, 𝘢𝘯𝘥 𝘦𝘹𝘱𝘦𝘯𝘴𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘍𝘶𝘯𝘥 𝘤𝘢𝘳𝘦𝘧𝘶𝘭𝘭𝘺 𝘣𝘦𝘧𝘰𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨. 𝘛𝘩𝘦 𝘱𝘳𝘰𝘴𝘱𝘦𝘤𝘵𝘶𝘴 𝘢𝘯𝘥 𝘴𝘶𝘮𝘮𝘢𝘳𝘺 𝘱𝘳𝘰𝘴𝘱𝘦𝘤𝘵𝘶𝘴 𝘤𝘰𝘯𝘵𝘢𝘪𝘯 𝘵𝘩𝘪𝘴 𝘢𝘯𝘥 𝘰𝘵𝘩𝘦𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘍𝘶𝘯𝘥 𝘢𝘯𝘥 𝘤𝘢𝘯 𝘣𝘦 𝘰𝘣𝘵𝘢𝘪𝘯𝘦𝘥 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘍𝘶𝘯𝘥'𝘴 𝘥𝘪𝘴𝘵𝘳𝘪𝘣𝘶𝘵𝘰𝘳, 𝘉𝘢𝘳𝘰𝘯 𝘊𝘢𝘱𝘪𝘵𝘢𝘭, 𝘐𝘯𝘤., 𝘣𝘺 𝘤𝘢𝘭𝘭𝘪𝘯𝘨 1-800-99-𝘉𝘈𝘙𝘖𝘕 𝘰𝘳 𝘷𝘪𝘴𝘪𝘵𝘪𝘯𝘨 𝘉𝘢𝘳𝘰𝘯𝘊𝘢𝘱𝘪𝘵𝘢𝘭𝘎𝘳𝘰𝘶𝘱.𝘤𝘰𝘮. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘳𝘦𝘢𝘥 𝘵𝘩𝘦𝘮 𝘤𝘢𝘳𝘦𝘧𝘶𝘭𝘭𝘺 𝘣𝘦𝘧𝘰𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨. 𝐑𝐢𝐬𝐤𝐬: All investments are subject to risk and may lose value. The discussions of the companies at the Conference are not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed at the Conference reflect those of the respective speakers. Those views are not intended as recommendations or investment advice to any person and are subject to change at any time based on market and other conditions and Baron Capital has no obligation to update them. Baron Capital has provided website addresses of companies participating in our Investment Conference as a convenience to our attendees. Baron Capital is not responsible for the content of these sites. 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐡𝐨𝐥𝐝𝐢𝐧𝐠𝐬 𝐚𝐬 𝐚 𝐩𝐞𝐫𝐜𝐞𝐧𝐭𝐚𝐠𝐞 𝐨𝐟 𝐧𝐞𝐭 𝐚𝐬𝐬𝐞𝐭𝐬 𝐚𝐬 𝐨𝐟 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝟑𝟎, 𝟐𝟎𝟐𝟒 𝐟𝐨𝐫 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐞𝐝 𝐚𝐫𝐞 𝐚𝐬 𝐟𝐨𝐥𝐥𝐨𝐰𝐬: 𝐑𝐞𝐝 𝐑𝐨𝐜𝐤 𝐑𝐞𝐬𝐨𝐫𝐭𝐬, 𝐈𝐧𝐜.  - Baron Discovery Fund (1.4%), Baron Focused Growth Fund (3.6%), Baron Growth Fund (1.4%), Baron Partners Fund (1.4%*), Baron Real Estate Fund (1.5%), Baron Small Cap Fund (3.6%) *% of Long Positions 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐡𝐨𝐥𝐝𝐢𝐧𝐠𝐬 𝐚𝐫𝐞 𝐬𝐮𝐛𝐣𝐞𝐜𝐭 𝐭𝐨 𝐜𝐡𝐚𝐧𝐠𝐞. 𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐚𝐧𝐝 𝐟𝐮𝐭𝐮𝐫𝐞 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐡𝐨𝐥𝐝𝐢𝐧𝐠𝐬 𝐚𝐫𝐞 𝐬𝐮𝐛𝐣𝐞𝐜𝐭 𝐭𝐨 𝐫𝐢𝐬𝐤. BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).

Recently Michael Hill, Director at Arrowpoint Advisory, attended #GamesCom2024 - the largest European trade fair for the digital entertainment industry. The gaming market underwent a significant market correction towards the end of 2023 and through the first half of 2024 with many studios doubling down on core franchises, rationalising costs and limiting external investment. As the market recovers there are signs of green shoots with selective M&A and financings and significant budgets allocated to M&A over the next couple of years. At the event, Mike had the chance to discuss the future of the industry with other experts, including the attraction of investment from prominent VCs in the space where PE remains cautious of original IP favouring pure-play services businesses. Read Mike’s key takeaways and further insights into the industry here: https://lnkd.in/eDwU6xXA To find out more about how we can support founders, CEOs and owners in the industry, please contact our digital entertainment sector team - Stan Ruskov, Jake van Beever and Michael Hill. #privatequity #videogames #digitalentertainment

Delta Corp, operating across Casino Gaming, Online Gaming, Hospitality, and Real Estate, saw its shares jump over 8% on September 25 after announcing the demerger of its Hospitality and Real Estate divisions into Delta Penland Private Limited (DPPL). This strategic restructuring is designed to unlock value and boost growth for both segments. #tradabulls #stockmarket #stockmarketindia #marketnews #technews #deltacorp #stocksurge #demerger #hospitality #realestate #growthstrategy #investing

As consolidation reshapes the gaming industry, we’re seeing the rise of multinational giants dominating both digital and land-based channels. What’s driving these transformative M&A deals, and how can you stay ahead of the curve? Gaming M&A in 2024, an exclusive report by iGB Executive in collaboration with Ficom Leisure - Gaming Advisory & Investments, offers a deep dive into the key trends, opportunities, and market forces shaping the global gaming landscape—from Europe and North America to Latin America, Africa, and beyond. Whether you're looking to identify emerging opportunities or understand the strategic drivers behind major deals, this report provides the insights you need to stay competitive. This report is exclusive to iGB Executive members - contact me for more information. iGamingBusiness Christian Tirabassi #MergersAndAcquisitions #GamingIndustry #iGBExecutive #FicomLeisure #GamingM&A #2024Trends

I’ll admit it - I had my doubts about joining the iGaming industry. I thought it was just about casinos and gambling. And while that type of entertainment is what the industry is built on, what I found at Game Lounge is a team of driven, professional people - many with families, dreams, and ambitions - working hard to build a dynamic, innovative, and sustainable industry. A team of people that want to challenge conventional thinking - that want to bring transparency and openness to a field not traditionally known for its ability to foster trust in its audience. We want to take the industry to the next level. And one of the principal ways we’ve moved towards this goal is to bring in talent from outside of it. Some argue that the most valuable members are those that have been in the industry for a long time. And while the experience they bring is essential, we’ve found that bringing highly talented industry newcomers has supercharged our innovation. If iGaming wants to invest in its longevity, we need to change the narrative. The future lies in embracing diverse talent to redefine what’s possible. #iGaming #Innovation #DiversityAndInclusion #gameloungelife

How Will Bally’s Corporation $4.6 Billion Buyout Impact the Gaming Industry? Bally’s has just been acquired by Standard General L.P. in a deal valued at $4.6 billion. This acquisition is more than just a financial transaction; it’s a strategic move that could reshape the gaming landscape. 🔍 Key Highlights: Expansion Strategy: Merging with The Queen Casino & Entertainment Inc. (QC&E) extends Bally’s reach to 19 casinos across 11 states. Financial Power: Standard General’s $500 million support demonstrates a robust financial strategy. Major Projects: Key developments include the Chicago casino resort and the new MLB stadium in Las Vegas. I'm learning more and more each day by industry veterans, hit me up so we could share some knowledge 🤝 #GamingIndustry #Fintech #BusinessAcquisition #Innovation #MarketTrends

🎮 Exciting news in the gaming and leisure sector! Gaming and Leisure Properties Inc. (GLPI) has announced a significant deal to acquire Pinnacle Entertainment Inc.'s real estate assets. This move underscores the robust growth and evolving landscape of the casino industry. The acquisition not only enhances GLPI's portfolio but also positions them strategically in the market as they continue to lease real estate to casino operators. For a deeper dive into this development, check out the full article here: [Reuters](https://lnkd.in/e4VGrxZB) Stay tuned for more updates in the gaming world! 🏢✨

🌟 Explore Stephen Crystal's Legendary Gaming Journey and Schedule a meeting with Stephen at ICE Barcelona 2025 Clarion Gaming Meet at nanocosmos Booth #5F32: https://lnkd.in/gawU4qyw 🎥 Video Highlights: This must-watch video takes you through the extraordinary career of Stephen Crystal, founder of SCCG Management, narrated by an industry expert: ✅ Decades of Innovation: From revolutionizing tribal and riverboat gaming to owning iconic Las Vegas casinos, Stephen’s vision has transformed the gaming industry. ✅ Game-Changing Leadership: Led $3 billion in project finance and M&A. Co-founded Barrick Gaming Corporation, acquiring six Las Vegas casinos, including the #GoldSpike and #Plaza. ✅ SCCG’s Global Mission: With a presence on six continents, SCCG Management continues to expand gaming markets through strategic partnerships and advisory services. ✅ Trailblazing Sports Betting: Stephen played a key role in launching sports betting operations for tribal casinos and securing deals with top sports teams like the Bengals and Golden Knights. ✅ Enduring Legacy: This video celebrates Stephen’s commitment to innovation, his influence on gaming technology, and his dedication to supporting 120+ client-partners. 📅 Don’t miss the opportunity to connect with one of the gaming industry’s most influential leaders at ICE Barcelona 2025! #GamingIndustry #Innovation #SportsBetting #MergersAndAcquisitions #ICE2025 #StephenCrystal #SCCGManagement #TribalGaming #CasinoLeadership #GlobalGaming #GamingTechnology Nick Giangreco Peter Kula Rosa Ochoa Alan Peters Conor Paravia George Vonapartis Dave Antony