In/organic Podcast: Insights on M&A in Commerce & Media
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E80: Klaviyo Buys its Founder’s Mentor: Inside a $17M AI Acqui-Hire Deal
Plus,
Aug 12
•
Ayelet & Christian
16:37
E80: 7 Deals of the Last Two Weeks
Seven deals, no prices, but interesting moves in media and commerce.
Aug 12
•
Ayelet & Christian
July 2026
Salsify Exits to Cinven for ~$1B: Why This Is a Win for SaaS and SAP's Loss
and where were the strategics like SAP?
Jul 27
•
Ayelet & Christian
27:43
We Were Wrong About Criteo: Here’s the $2.9B Deal that Makes Sense.
A deep dive on a Criteo take-out scenario, plus a big week of deals, 8 in media and 3 in commerce.
Jul 20
•
Ayelet & Christian
22:58
Vista Wants Criteo Private: A Lowball Offer, or an Possible Escape Hatch?
plus, two venture rounds and the buy-vs-build deal structures worth studying
Jul 11
•
Ayelet & Christian
2
19:53
E74: Walmart Buys Vibe.co: A Direct Shot at Amazon and The Trade Desk
plus a venture market update, SPS Commerce divestment, and eight quick hits in the summer of add-ons
Jul 8
•
Ayelet & Christian
26:10
June 2026
E73: "They Sold the Engine and Kept the Garage" ... One Observers POV on the Accenture x Whalar Agency Deal
Deep dive discussion on Accenture Songs acquisition of Whalar Agency with Chris Erwin of Rockwater
Jun 26
•
Ayelet & Christian
19:38
E72: A 14-Deal Week: Inside Residence x GateMaker and the Pre-Cannes M&A Avalanche
A mad crazy week for
Jun 21
•
Ayelet & Christian
19:39
E71: Executing M&A with No Cash Up Front ft. Erik Huberman
Ayelet sat down with Erik Huberman, founder and CEO of Hawke Media to discuss his unique approach to M&A and how he is scaling a leading independent…
Jun 18
•
Ayelet & Christian
23:31
E70: Accenture Buys the Whalar Agency: Why the Structure Tells the Real Story
Also, listen to the podcast to hear our POV live, plus notes recent deals including Walker Sands, Channable, and Sitecore.
Jun 14
•
Ayelet & Christian
21:29
E69: "Was It Good or Bad?" — Kevin Simonson on His Second Exit and Why the Multiple Tells You Nothing
An interview with with Kevin Simonson, former CEO of adMixt (now President of Performance Marketing, Interluxe Group)
Jun 10
•
Ayelet & Christian
17:13
E68: Why Asana Paid $75M and Sprinklr Paid Almost Nothing for Nearly the Same Thing, plus Interluxe acquired adMixt
The Tale of Two Cities in AI M&A and a dive into the state of M&A markets as per Goldman and EY Parthenon.
Jun 7
•
Ayelet & Christian
14:38
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