{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/651b0df875e52b001192e36d/69fdfc742ba0ef2ccae7a0a8?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"E61: BREAKING: Accenture's Next M&A Imminent, Recharge x Skio for $105M & IREN x Mirantis for $625M","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/651b0df875e52b001192e36d/1778252713319-b8e1aafa-c1a7-4394-a28f-3f71c03ae067.jpeg?height=200","description":"<p>We've been saying one of the big strategics was going to move on a scaled independent agency. It's happening.</p><p><br></p><p>Christian and Ayelet are back for Deal Review Friday with breaking news on an imminent Accenture acquisition, two lower middle market deals that tell you exactly what the current M&amp;A environment looks like, and what all of this means for the scaled independents that were planning to go to market in 2027 or 2028.</p><p><br></p><p>The dam is breaking. Here's what you need to know.</p><p><br></p><p>⏱️ TIMESTAMPS</p><p>0:00 — Cinco de Mayo, Salsify's Digital Shelf Summit, and puppies</p><p>1:53 — 🚨 Breaking news: Accenture is imminently closing a ~$500M US agency acquisition</p><p>2:27 — The backstory: E52's Clay analysis and Accenture's $3B AI deployment plan</p><p>3:15 — What we know, what we're not saying yet, and why this is step two of a multi-step plan</p><p>4:43 — Why this deal will push Tata and others to move faster</p><p>5:30 — The forcing function effect: scaled independents planning 2027-28 exits may move sooner</p><p>5:56 — Why bilateral deal making is rising and what Accenture's move does to auction dynamics</p><p>6:45 — Deal #1: Recharge acquires Skio — $105M cash, 3.3x ARR, direct competitor consolidation</p><p>8:08 — What this multiple tells you about SaaS M&amp;A right now</p><p>8:35 — The COO announced the price on X — and why that's hilarious</p><p>9:17 — Shopify ecosystem turbulence and what it means for this deal</p><p>10:14 — Capital efficiency: Skio raised $4-8M and sold for $105M</p><p>11:05 — Deal #2: IREN acquires Mirantis — $625M all-stock, AI infrastructure play</p><p>11:30 — What Mirantis actually does and why NVIDIA is at the center of this</p><p>13:27 — The NVIDIA deal sequence: founding partner in March, $3.4B contract, $2.1B investment</p><p>14:30 — Why the timing of these events tells the real M&amp;A story</p><p>15:44 — 27 years to a $625M exit — what the AI era does for legacy infrastructure companies</p><p>16:04 — Wrap: ep 60 with Brenda Jacobsen dropped, Salsify content coming</p><p><br></p><p>🔔 Live every Friday — subscribe so you don't miss the big announcement</p><p>💬 Drop your guesses on the mystery buyer in the comments</p><p><br></p><p>Connect with Christian and Ayelet</p><p>Ayelet’s LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/</p><p>Christian's LinkedIn: https://www.linkedin.com/in/hassold/</p>","author_name":"Christian Hassold & Ayelet Shipley"}