{"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/6a3568dadb494ef85cbeed07?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"E72: A 14-Deal Week: Residence buys GateMaker, plus Bluebird's Recap","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/651b0df875e52b001192e36d/1782069462782-c8c88cc5-983d-44ee-850c-53549e72a77b.jpeg?height=200","description":"<p>Fourteen deals worth mentioning in a single week. And those are just the ones that surfaced.</p><p><br></p><p>The week before Cannes, the dam broke. Christian and Ayelet break down the deepest deal review we've done yet — anchored by a transaction Ayelet's team actually advised on the sell side: Residence acquiring GateMaker, a female-founded creator and influencer agency with a blue-chip beauty roster.</p><p>Plus a sponsor-to-sponsor recap in commerce services (Bluebird Group + Bertram Capital), and a rapid-fire run through 12 more deals across creator, beauty, luxury PR, B2B, and commerce.</p><p><br></p><p>One platform investment. One deep dive. Twelve quick hits. Under 20 minutes.</p><p><br></p><p>⏱️ TIMESTAMPS</p><p>0:39 — Welcome to Market and Deals Friday — and a 14-deal week</p><p>1:12 — Did everyone wait until the week before Cannes to announce?</p><p>1:37 — Coming up: a special edition with Chris Erwin of RockWater on the Accenture/Whalar deal</p><p>2:00 — Market update: Bluebird Group partners with Bertram Capital</p><p>2:20 — Bertram's buy-and-build model and the Bertram Labs tech advantage</p><p>3:00 — Reading the deal size from a $1.6B control fund with a 43% IRR</p><p>4:00 — Why a relationship-driven commerce services business resists AI disruption</p><p>5:35 — Deep dive: Residence acquires GateMaker — a sell-side deal Ayelet's team ran</p><p>6:05 — GateMaker's founders, blue-chip beauty roster, and creator economy pedigree</p><p>7:20 — Did Residence already have creator capability? (No — this was the capability buy)</p><p>7:50 — Second acquisition in under five months: Residence is now a 9-agency network</p><p>8:44 — The Gemspring-backed platform build and why Residence is now an active acquirer</p><p>9:28 — The \"anti-holdco\" model — and Christian's pushback on the framing</p><p>10:42 — Why creator and influence relationships command a premium right now</p><p>11:30 — The cross-industry pattern: do-no-harm PMI for people-heavy businesses</p><p>11:56 — Advisors: Palazzo and Speed M&amp;A on the sell side</p><p>12:32 — Brinkley the deal-finding agent and a 20-deal week</p><p>13:20 — Quick hit: Front Row acquires Carbon Beauty (second deal this year)</p><p>13:57 — Quick hit: Mazarine acquires Bacchus — luxury PR and UHNW access</p><p>14:10 — Quick hit: Huge acquires Rotate — composable commerce</p><p>14:27 — Quick hit: Motion Agency acquires LKHNS — B2B and video (Kim Everl's 7th)</p><p>15:30 — Quick hit: Akeneo acquires Pricing Hub — PIM moves into pricing</p><p>16:33 — Rapid fire: Mile Marker/Lyfe, Legion Advertising, Factual/Intelsio, Everything Branding/Darlington</p><p>17:44 — The week's only disclosed number: 2X acquires KnownWell at a $400M combined valuation</p><p>18:09 — Quick hit: Scorpion acquires One SEO Digital</p><p>18:32 — 14 deals, one disclosed price: the lower middle market buying capability quietly</p><p>18:52 — Don't miss the Erik Huberman interview (Ep. 71) + the Chris Erwin special coming up</p><p><br></p><p>🔔 Subscribe for weekly M&amp;A coverage on In/Organic</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><p>Web: https://www.inorganicpodcast.co</p>","author_name":"Christian Hassold & Ayelet Shipley"}