To give some idea of scale, the only other master toy license...

To give some idea of scale, the only other master toy license that I can find that is valued at US$100M (retail) was for the "DoReMi" line (which was a Japanese animated series) and was awarded to Bandai in 2005.

Seems like BRT can achieve $100M (retail value) with
brands that we adults may not consider to be "marquee".

I don't think it's Disney, simply because Disney doesn't have corporate offices in New York (see BRT ann 30/11/07 which states deal is being done in NYC).

My best guess is a deal with Marvel.