EPISODE · Jun 5, 2026 · 14 MIN
E68: Sprinklr acquires ViralMoment, Asana Pays $75M for StackAI, Interluxe x adMixt
from Inorganic Podcast
our deals this week. One disclosed price. The same trade running through all of them — buyers acquiring capability quietly rather than building it.Christian and Ayelet break down what each deal actually signals about where the software and agency markets are heading — plus stick around for the live after-show with Kevin Simonson, CEO of adMixt, on the Interluxe Group acquisition.One deep dive. Three quick hits. One live after-show.What we cover: Why Sprinklr restarted M&A after nearly five years and what choosing ViralMoment first says about the market, the "tale of two cities" in AI exits — top 1% startups clearing the preference stack vs. capability tuck-ins sold as assets, why Asana's $75M StackAI deal is the other side of that coin, and how two ad tech and agency deals (Peer39/Adloox and Interluxe/adMixt) reflect the same buy-not-build logic.⏱️ TIMESTAMPS0:00 — Welcome to Market and Deals Friday0:30 — Quick market context: the data is backing up the thesis2:50 — Why corporate M&A is surging while PE volume drops4:11 — Deal #1: Sprinklr acquires ViralMoment — video-native social intelligence5:00 — The gap it fills: social moved to video, listening tools are still text-based5:50 — ViralMoment background: founded by Chelsea Hall, Carnegie Mellon, seed-stage6:27 — Sprinklr's earnings context and why this was a buy-not-build asset deal7:30 — The tale of two cities: top 1% AI startups vs. capability tuck-ins8:30 — Sprinklr is hiring an M&A role right now (and Christian's soapbox on the title)9:22 — Deal #2: Asana acquires StackAI for ~$75M — clearing the preference stack10:00 — Why this is the "right tech, right team, right investor" version of the same trade10:30 — The MIT startup angle and the agent execution layer Asana was buying11:01 — Deal #3: Peer39 acquires Adloox from Scope3 — walled garden verification11:50 — Why this matters against DoubleVerify and IAS11:55 — Deal #4: Interluxe Group acquires adMixt — performance firepower for luxury12:56 — The thread tying all four deals together: buy is beating build13:27 — Tease: big announcement next week + after-show with Kevin Simonson of adMixtLinks:Goldman report: https://www.goldmansachs.com/insights/articles/ma-volume-expected-to-surge-this-year-despite-economic-uncertaintyEY Parthenon report: https://www.ey.com/en_us/newsroom/2026/06/ey-parthenon-forecasts-resilient-8-percent-growth-in-us-dealmaking-in-2026-despite-geopolitical-and-economic-headwindsConnect 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
our deals this week. One disclosed price. The same trade running through all of them — buyers acquiring capability quietly rather than building it.Christian and Ayelet break down what each deal actually signals about where the software and agency markets are heading — plus stick around for the live after-show with Kevin Simonson, CEO of adMixt, on the Interluxe Group acquisition.One deep dive. Three quick hits. One live after-show.What we cover: Why Sprinklr restarted M&A after nearly five years and what choosing ViralMoment first says about the market, the "tale of two cities" in AI exits — top 1% startups clearing the preference stack vs. capability tuck-ins sold as assets, why Asana's $75M StackAI deal is the other side of that coin, and how two ad tech and agency deals (Peer39/Adloox and Interluxe/adMixt) reflect the same buy-not-build logic.⏱️ TIMESTAMPS0:00 — Welcome to Market and Deals Friday0:30 — Quick market context: the data is backing up the thesis2:50 — Why corporate M&A is surging while PE volume drops4:11 — Deal #1: Sprinklr acquires ViralMoment — video-native social intelligence5:00 — The gap it fills: social moved to video, listening tools are still text-based5:50 — ViralMoment background: founded by Chelsea Hall, Carnegie Mellon, seed-stage6:27 — Sprinklr's earnings context and why this was a buy-not-build asset deal7:30 — The tale of two cities: top 1% AI startups vs. capability tuck-ins8:30 — Sprinklr is hiring an M&A role right now (and Christian's soapbox on the title)9:22 — Deal #2: Asana acquires StackAI for ~$75M — clearing the preference stack10:00 — Why this is the "right tech, right team, right investor" version of the same trade10:30 — The MIT startup angle and the agent execution layer Asana was buying11:01 — Deal #3: Peer39 acquires Adloox from Scope3 — walled garden verification11:50 — Why this matters against DoubleVerify and IAS11:55 — Deal #4: Interluxe Group acquires adMixt — performance firepower for luxury12:56 — The thread tying all four deals together: buy is beating build13:27 — Tease: big announcement next week + after-show with Kevin Simonson of adMixtLinks:Goldman report: https://www.goldmansachs.com/insights/articles/ma-volume-expected-to-surge-this-year-despite-economic-uncertaintyEY Parthenon report: https://www.ey.com/en_us/newsroom/2026/06/ey-parthenon-forecasts-resilient-8-percent-growth-in-us-dealmaking-in-2026-despite-geopolitical-and-economic-headwindsConnect 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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E68: Sprinklr acquires ViralMoment, Asana Pays $75M for StackAI, Interluxe x adMixt
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