E54: Deal Review: Podean's 3rd Acquisition, Mountaingate's 4th Platform Play & MiQ Goes Mobile

Deal Review Fridays are here.No guests, no fluff. Just Christian and Ayelet live with market intel and the deals that closed this week — before everyone else is talking about them.This week: private debt markets are tightening (and it's freezing $100M+ deals), Podean just keeps buying, Mountain Gate is deploying out of Fund 3 at an alarming pace, and MIQ quietly built a mobile M&A stack nobody noticed.Three deals, one market signal, under 15 minutes.What we cover: the private debt compression from 4.5x to 3.0-3.5x EBITDA and what it actually means for deal flow, Podean's third add-on in under six months (UK-based AdMerge), Mountain Gate's fourth platform investment out of Fund 3 (Upswell Marketing), and MIQ's mobile capability gap-fill with Rocket Lab out of Latin America.TIMESTAMPS0:00 — Introducing Deal Review Fridays: why we're going live1:30 — Market signal: private debt compression and its downstream M&A impact4:11 — Ayelet on the ground: deals still closing sub-$50M EV4:54 — Deal #1: Podean adds AdMerge (UK) — third add-on, ~$30-35M revenue run rate7:37 — Deal #2: Mountain Gate platforms Upswell Marketing — Fund 3, fourth investment9:34 — Mountain Gate's portfolio thesis: multiple distinct platforms in parallel vertical lanes10:41 — Deal #3: MIQ acquires Rocket Lab — mobile gap fill + LATAM programmatic stack13:35 — Wrap: what Deal Review Fridays are (and what they're not)🔔 Subscribe — we're going live every Friday💬 Drop deals you want us to cover in the commentsConnect with Christian and AyeletAyelet’s LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.cohttps://www.youtube.com/@InorganicPodcast Hosted on Acast. See acast.com/privacy for more information.