EPISODE · May 15, 2026 · 19 MIN
E62: 5 AI Tuck-Ins, & 3 Deals to Know: Brands at Work x Chorus, Smartly x INCRMNTAL & OpAd x Broad
from Inorganic Podcast
The Accenture agency acquisition is still in progress. Five AI tuck-ins closed this week across fintech, crypto, process mining, hardware, and spend management. And three deals that tell you everything about where the lower middle market is heading right now.Christian and Ayelet are back for Deal Review Friday — and this one is packed.Three deals. Five AI tuck-ins. One major tease still in progress. Running a little over 15 minutes. Worth it.⏱️ TIMESTAMPS0:00 — Welcome, May 15th 2026, and what's on the agenda0:45 — Accenture update: deal still in progress, silence is golden1:42 — AI tuck-in #1: Carta acquires Avantia — AI-native legal services + UK international play3:47 — AI tuck-in #2: MoonPay acquires Dawn Labs — autonomous AI trading agents5:38 — AI tuck-in #3: Celonis acquires Ikigai Labs — MIT spin-out, AI professor joins as chief scientist7:30 — AI tuck-in #4: Nominal acquires Fid Labs — AI agents connecting to dev environments and physical hardware8:20 — AI tuck-in #5: Coupa acquires Rossum — document ingestion layer completes source-to-pay stack8:39 — Deal #1: Brands at Work acquires Chorus — two London independents bet on integrated model9:45 — Why experiential has shifted from discretionary to core marketing strategy11:53 — Two independents, no banker, no PE: why this deal is worth celebrating13:05 — Deal #2: Smartly finalizes acquisition of INCRMNTAL — LOI to close in 7 weeks13:30 — What INCRMNTAL actually does and why Smartly needed it15:26 — Smartly manages $7B in media spend — and now has the measurement layer to match16:00 — Props to the INCRMNTAL founders and Smartly's Head of Corp Dev17:16 — Deal #3: OpAd Media acquires Broad Agency — two women-owned independents join forces18:30 — How Carrie Kerpen brought the two teams together at dinner19:30 — Ayelet was at the table when it happened20:30 — Same theme as Brands at Work / Chorus: independents on their own terms21:01 — Girl dinner confirmed. Christian not invited.21:57 — Wrap + episode 60 reminder🔔 Live every Friday — subscribe so you don't miss the big announcement💬 Drop your guesses on the mystery buyer 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.co Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
The Accenture agency acquisition is still in progress. Five AI tuck-ins closed this week across fintech, crypto, process mining, hardware, and spend management. And three deals that tell you everything about where the lower middle market is heading right now.Christian and Ayelet are back for Deal Review Friday — and this one is packed.Three deals. Five AI tuck-ins. One major tease still in progress. Running a little over 15 minutes. Worth it.⏱️ TIMESTAMPS0:00 — Welcome, May 15th 2026, and what's on the agenda0:45 — Accenture update: deal still in progress, silence is golden1:42 — AI tuck-in #1: Carta acquires Avantia — AI-native legal services + UK international play3:47 — AI tuck-in #2: MoonPay acquires Dawn Labs — autonomous AI trading agents5:38 — AI tuck-in #3: Celonis acquires Ikigai Labs — MIT spin-out, AI professor joins as chief scientist7:30 — AI tuck-in #4: Nominal acquires Fid Labs — AI agents connecting to dev environments and physical hardware8:20 — AI tuck-in #5: Coupa acquires Rossum — document ingestion layer completes source-to-pay stack8:39 — Deal #1: Brands at Work acquires Chorus — two London independents bet on integrated model9:45 — Why experiential has shifted from discretionary to core marketing strategy11:53 — Two independents, no banker, no PE: why this deal is worth celebrating13:05 — Deal #2: Smartly finalizes acquisition of INCRMNTAL — LOI to close in 7 weeks13:30 — What INCRMNTAL actually does and why Smartly needed it15:26 — Smartly manages $7B in media spend — and now has the measurement layer to match16:00 — Props to the INCRMNTAL founders and Smartly's Head of Corp Dev17:16 — Deal #3: OpAd Media acquires Broad Agency — two women-owned independents join forces18:30 — How Carrie Kerpen brought the two teams together at dinner19:30 — Ayelet was at the table when it happened20:30 — Same theme as Brands at Work / Chorus: independents on their own terms21:01 — Girl dinner confirmed. Christian not invited.21:57 — Wrap + episode 60 reminder🔔 Live every Friday — subscribe so you don't miss the big announcement💬 Drop your guesses on the mystery buyer 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.co Hosted on Acast. See acast.com/privacy for more information.
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E62: 5 AI Tuck-Ins, & 3 Deals to Know: Brands at Work x Chorus, Smartly x INCRMNTAL & OpAd x Broad
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