All Episodes

E77: Inside the Billion Dollar Salsify Deal: Where Was SAP?

E76: We Got the Criteo Deal Wrong: Here's the $2.9B Deal I'd Actually Do

E75: Vista Wants Criteo Private: A POV on PE's AdTech Land Grab

E74: Walmart x Vibe.co: A Direct Shot at Amazon and The Trade Desk, SPS Exits 3P, plus 8 Deals

E73: "They Sold the Engine and Kept the Garage" Chris Erwin on the Accenture/Whalar Deal

S3: The Boutique SI Eating Accenture's Lunch in PXM Services

E72: A 14-Deal Week: Residence buys GateMaker, plus Bluebird's Recap

E71: Executing M&A with No Cash Up Front ft. Erik Huberman

E70: Accenture x Whalar (Agency), plus Walker Sands, Channable, Sitecore Deals Announced

E69: "Just Ask, Was Good or Bad": Kevin Simonson on His Second Exit, Selling adMixt to Interluxe Group

E68: Sprinklr acquires ViralMoment, Asana Pays $75M for StackAI, Interluxe x adMixt

E67: Why NewEngen is Buying What Other Agencies Don't Understand ft. Justin Hayashi

E66: What the $100M Shetty Deal Means for M&A + $21M in funding for an AI-led Agency

E65: Four Acquisitions in 9 Months, $700M in Retail Media Spend: Podean's M&A Tear

S1: From Employee 20 to Bootstrap CEO: Joe Gadreau on Building the Data Layer Nobody Wanted to Build

E64: Anthropic Just Pulled Off Competitive Denial M&A + KPMG M&A Market Update

E63: Publicis Acquires LiveRamp: Data War, Holdco Identity Race and What It Actually Means

E62: 5 AI Tuck-Ins, & 3 Deals to Know: Brands at Work x Chorus, Smartly x INCRMNTAL & OpAd x Broad

E61: BREAKING: Accenture's Next M&A Imminent, Recharge x Skio for $105M & IREN x Mirantis for $625M

E60: The M&A Truths No One Tells Founders | Advice from an Operator w/Brenda Jacobsen

E59: A Mystery Strategic Buyer Is Coming for Independents, Brkthru's x Gigawatt & Instacart Deal

E58: AI Commerce is Coming, SaaS Moats, and Startup Survival with Scot Wingo

E57: Deal Review: Amex x Hyper, Viant x TVision, The Real Story Behind "Declining" Ad Tech M&A

E55: 3 Strategic M&A Deals: Harvest + Cartograph, Enginr + Nuqleous, and Carry’s $80M Exit

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

E56: AI Agents Are Coming for Agencies: EverWorker’s $10M Bet

E53: From No Fraud to Wyllo: A $1.3B Exit Vet on Tuck-In M&A & the Future of Risk Intelligence

E52: Who's Going to Pay $1B+ for a Scaled Independent Agency?

E51: The Origination Edge: How Herringbone is Buying Agencies at Velocity

E50: From Acquired Founder to Serial Acquirer at Veza Digital

E49: Silicon Valley's Next Target: Agencies, plus Details on the New Engen+Grapevine.ai Deal

E48: Scaling a Global Marketplace Agency ft. Travis Johnson, co-founder, Podean

E47: Solving Problems Through Acquisition ft. Tom Shipley

E46: The UK Independent Agency Scene w/Robin Skidmore, CEO Journey Further

E45: M&A Frenzy in the AI Era

E44: Inside a Social Media Agency Pioneers Exit: Earnouts, Post Close, Lessons Learned

E43: State of Holdcos and What it Means for Independents w/Chloe Cotoulas of Everos

E42: Deal Reveal - Wpromotes' Acquisition of Giant Spoon

E41: KPMG Tech M&A Conf & SaaS M&A Market Update

E40: The Art of Tuck-in Deals w/Brian Burt of Canopy Management

E39: The Future of Omni & Retail Media w/Jeff Cohen

E38: Valuations Deep Dive w/Matt Bodnar of Eidolon Capital

E37: DealCon Roundup Part 2: Earnouts in Agency M&A

E36: Deal Con Roundup: Capital Access, Culture Fit in Deals, and Access to Capital for Inorganic Growth

E35: Correction! Update on Details of Verisk's Planned Acquisition of Acculynx

E34: Syndigo & 1WorldSync Explainer: What do these companies do?

E33: Syndigo’s Billion $ Acquisition of 1WorldSync

E32: So, You Want to Be a Platform? ft. Anthony Costanzo

E31: Plan for Exit from Day One

E30: Agency Deal Report - August '25 ft. Podean & Accenture Song

E29: SaaS M&A Market Report - July '25 ft. Verisk & Descartes

E28: Digital Agency M&A Market Roundup Q225

E27: Agency Valuations & Structuring 201b w/Ayelet Shipley

Hot Take: First Time Sellers - Don't count your winnings until the deal docs are signed!

E26: Agency Valuations & Structuring 201a w/Ayelet Shipley

E25: The Art & Science of Sourcing Deals

E24: Centric SW $223M Acquisition of Contentserv ft. Armin Dressler

E23: The Take Private of a Zombie by Bending Spoons for $233M

E22: Case Study on Getting M&A Right in Early Stage SaaS ft. Crisp

E21: Deal Review - Amplitude's $45M Acquisition of Command.AI

E20: The How: Taking Smartsheet Private for $8.4 Billion with Erik Morton

E19: Kantar Divestment Deep Dive with Keith Anderson

E18: Why Mastercard Acquired Recorded Future for $2.6 Billion

E17: Deal Report: SPS Commerce $206M Acquisition of SupplyPike

E16: SaaS M&A Market Trends Q324

E15: Inside the Mind of a Serial Founder with 3 Exits

E14: Ecosystem Mapping 101 (f.k.a. Market Mapping)

E13: Getting the First SaaS M&A Hire Right

E12: Field Report from Deloitte M&A Exec Forum with Kimberly Baird

E11: Running a DIY Sale Process with Jon Gregg

E10: Integration Success for Team Sizes of Less Than 1,000

E9: Running a Rollup Play in a SaaS Co with Chris Barnes

E8: From Zero to One: M&A Function Basics with Loran Gutt

E7: Why SaaS M&A Will Skyrocket in 2024

E6: Getting Stock Deals Over the Line with Lesley Adamo and Meredith Beuchaw

E5:AM&A: Running Early Stage BD with an M&A Mindset with Alyshah Walki

E4: M&A Strategy for Category Defining SaaS with Rob Gonzalez

E3: Expanding from Europe to the U.S. with Marcel Hollerbach of Productsup

E2: Anatomy of a Sell Side Banker with Juan Mejia of Bright Tower

E1: Art of the M&A Funnel with Erik Morton of CommerceHub

E0: The "Why" on The Launch of this Podcast and What to Expect