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.
⏱️ TIMESTAMPS
0:00 — Welcome to Market and Deals Friday
0:30 — Quick market context: the data is backing up the thesis
2:50 — Why corporate M&A is surging while PE volume drops
4:11 — Deal #1: Sprinklr acquires ViralMoment — video-native social intelligence
5:00 — The gap it fills: social moved to video, listening tools are still text-based
5:50 — ViralMoment background: founded by Chelsea Hall, Carnegie Mellon, seed-stage
6:27 — Sprinklr's earnings context and why this was a buy-not-build asset deal
7:30 — The tale of two cities: top 1% AI startups vs. capability tuck-ins
8:30 — 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 stack
10:00 — Why this is the \"right tech, right team, right investor\" version of the same trade
10:30 — The MIT startup angle and the agent execution layer Asana was buying
11:01 — Deal #3: Peer39 acquires Adloox from Scope3 — walled garden verification
11:50 — Why this matters against DoubleVerify and IAS
11:55 — Deal #4: Interluxe Group acquires adMixt — performance firepower for luxury
12:56 — The thread tying all four deals together: buy is beating build
13:27 — Tease: big announcement next week + after-show with Kevin Simonson of adMixt
Links:
Goldman report: https://www.goldmansachs.com/insights/articles/ma-volume-expected-to-surge-this-year-despite-economic-uncertainty
EY 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-headwinds
Connect with Christian and Ayelet
Ayelet’s LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/
Christian's LinkedIn: https://www.linkedin.com/in/hassold/
Web: https://www.inorganicpodcast.co
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