Episoder
-
Chapters
00:00 Introduction and Industry Overview
02:57 Paul Kang's Background and Role at Dentsu
05:49 Recent M&A Activity in ad tech
11:57 Impact of the Omnicom and IPG Merger
18:01 Dentsu's Corporate VC Strategy
30:14 The Algorithmic Era in Advertising
As Kevin Flood says, “the sun never sets on the ad tech horizon!"
Hosted on Acast. See acast.com/privacy for more information.
-
Chapters
00:00 Introduction
01:41 Andrew Buckman's Career Journey
02:10 Experian's Acquisition of Audigent
07:03 Insights on Experian's Strategy
10:52 Channel Factory Rumuors and Valuation Discussion
13:09 Holdco News: Omnicom and IPG Merger
14:15 Impact of Omnicom and IPG Merger on the Industry
20:43 Indie Agencies and Market Dynamics
24:11 Azerion and the Goldbach Acquisition
35:33 Strategic Partnerships and Future Outlook
37:29 Conclusion and Final Thoughts
Hosted on Acast. See acast.com/privacy for more information.
-
Manglende episoder?
-
Summary
Alvaro del Castillo, CEO of TapTap, shares insights from his journey scaling TapTap since 2010, the evolution of the ad tech landscape, and the playbook for scaling businesses in Europe. The conversation also highlights the growing interest from private equity firms in the ad tech space, as well as the explosion in strategic acquirers since 2021.
We also discuss BedRock Platform's latest hire, Austin Scott, who has joined from Microsoft as Chief Commercial officer and co-founder.
Chapters00:00 Introduction to the Podcast and Guests
01:49 M&A Activity in Ad Tech and MarTech
06:10 The Evolution of European Ad Tech
10:33 Challenges and Opportunities in Scaling in Europe
13:49 Insights on M&A Trends and Private Equity Interest
17:49 Navigating the European Market: Cultural and Operational Challenges
21:12 Expanding into Latin America
23:50 Early Days of TapTap and Fundraising Experiences
30:00 Austin Scott Joins Bedrock as Chief Commercial Officer
34:54 Advice for Founders in the Ad Tech Space
LinksFPC's M&A trackerTapTap announces partnership with bd capitalAustin Scott joins Bedrock Platform as CCOHosted on Acast. See acast.com/privacy for more information.
-
Summary
Another busy week for ad tech M&A! MediaOcean acquired Innovid for $500M, and Bending Spoons acquired Brightcove for $233M M&A activities.
In funding news, Zeotap announced a $25M Series D, a combination of debt and equity, reportedly taking the total amount raised to $117M.
We also examine the financial motivations behind the growing trend of Curation, and discuss Bedrock Platform's Closed Loop Curation approach.
Chapters00:00 Introduction to Ad Tech Trends
02:59 M&A Activity in Ad Tech
06:08 Emerging Players: Bending Spoons and Brightcove
09:01 Innovid and MediaOcean: A New CTV Powerhouse
12:09 Zeotap's Series D Funding and Market Position
15:00 Curation in Ad Tech: The Rise of Bedrock
17:57 The Financial Dynamics of Curation
20:58 Conclusion and Future Outlook
LinksFPC M&A TrackerBending Spoon's IPO plansClean room sketch by ExchangewireHosted on Acast. See acast.com/privacy for more information.
-
Summary
In this episode of the FPC podcast, the team discusses the latest financial news in ad tech, focusing on mergers and acquisitions, the rise of Super Signal Aggregators (SSAs), and the verticalisation of ad networks. The conversation features insights from industry experts on the importance of data and attention technology, as well as the evolving landscape of B2B marketing. In this conversation, Mike Follett discusses the evolution of Lumen's partnerships, the importance of simplicity in ad tech, and how attention metrics correlate with brand uplift and profit. He emphasises the future focus on signal aggregation and AI's role in enhancing creative capabilities. The discussion also touches on the challenges of navigating valuations and the importance of capital efficiency in building sustainable businesses.
Chapters00:00 Introduction and Team Dynamics
03:09 M&A Trends in Ad Tech
06:10 The Rise of Super Signal Aggregators
09:02 Verticalisation in Ad Tech
11:56 The Future of B2B Ad Networks
14:54 Lumen's Role in Attention Technology
20:42 Partnerships and Client Demand
23:31 The Importance of Simplicity in Ad Tech
24:52 Linking Attention to Brand Uplift
28:52 Future Focus: Signals Aggregation and AI in Creative
32:03 Navigating Valuations and Capital Efficiency
Hosted on Acast. See acast.com/privacy for more information.
-
Summary
In the inaugural episode of the FPC podcast, Rich, Ciaran and Alex discuss recent M&A activity, the emergence of super signal aggregators, and the potential impact of US election on the M&A landscape. They highlight the success of companies like AppLovin and The Trade Desk, delve into the growing retail media sector, and introduce Pixels, a company focused on transforming vertical video for the open web. The conversation emphasises the evolving nature of ad tech and the opportunities for investment and growth in the sector.
Key TakeawaysM&A activity is increasing in the ad tech space.The ad tech industry is bifurcating into signal and media execution.Super signal aggregators are becoming crucial in ad tech.Political changes may influence M&A activity in the coming years.AppLovin and Trade Desk are leading success stories in ad tech.Retail media is a growing sector with significant potential.Pixels aims to bring vertical video to the open web.The market for vertical video is growing rapidly.Generalist investors should be aware of the opportunities, but also the complexities in the ad tech space.Chapters00:00 Introduction to The FPC Podcast
01:49 M&A Trends in Ad Tech
06:10 The Rise of Super Signal Aggregators
09:48 Political Impacts on the M&A Landscape
14:10 Success Stories: AppLovin and The Trade Desk
17:56 Retail Media and Non-Traditional Ad Businesses
21:48 Pixels: The Future of Vertical Video
29:55 Market Potential and Future Plans for Pixels
Pixels - Additional InfoTo learn more about Pixels, check out the full video interview here, and the pitch deck here.
FirstPartyCapital - Additional InfoTo learn more about FPC, check out our website here, and subscribe to our newsletter here.
Hosted on Acast. See acast.com/privacy for more information.
