No company has been able to massively scale vacation rental property management despite rollup strategies that have often worked in other sectors. Will Casago-Vacasa be able to do it through a hotel-like franchising model or will that have its own pitfalls?
Vacasa got hammered in the public markets and needed to go private. Whether Casago and Rootstock have the wherewithal to right the ship is an open question.
Years ago, it appeared as though Expedia Group would be a likely buyer of Despegar since Expedia had taken a significant minority stake in the company. But Expedia backed away, and now Prosus is claiming the prize.
Ever since Hyatt acquired Apple Leisure Group for $2.7 billion in 2021, it has been expanding its presence in the all-inclusive resort segment, which has gone upscale in recent years.
All signs point to the buyout offer being okayed, given that it has support of Soho House's largest shareholder, Ron Burkle, and that it values the company at an 83% premium to its most recent market closing price.
The thing about small lifestyle hotels is that they're supposed to be unique and special. But a new joint venture called Lark Hospitality claims it can help run these properties lucratively for owners by applying some best practices at scale.
As Oyo takes the wheel at Motel 6, it’s not just revamping operations. By expanding beyond OTAs and focusing on direct bookings and corporate demand, Oyo looks to cut commissions, boost margins, and build loyalty through better control of customer data.
In a market increasingly dominated by efficiency and integration, the long-overlooked airline tech sector might just become the travel industry’s next big story.
2025 is expected to be a banner year for travel tech M&A. Add-on acquisitions, particularly of companies with $5M-$50M ARR, are poised to set new records as platforms scale up and prepare for IPOs or acquisition by mega-cap firms.