The FPC Podcast

Chapters 00:00 Introduction 03:00 IPO Trends in Ad Tech 06:09 Mountain's IPO Plans and Market Dynamics 08:59 DoubleVerify's Acquisition of Rockerbox 11:56 The Evolution of Ad Tech and Signal Aggregation 14:50 Keith's Journey with Lockr 17:59 Navigating Privacy Regulations in Ad Tech 20:56 The Role of Investors and The Importance of Good Communication 23:50 Lockr's Product Evolution 27:01 Closing T...

Four years ago, we launched FirstPartyCapital with a simple but bold thesis: adtech and martech are massive, underserved markets going through fundamental change. Since then, we’ve backed 17 companies , built a community of 200+ industry insider investors , and proved that an operator-led, community-driven VC model can move the needle in early-stage investing. Chapters 00:00 Introduction to FirstP...

Chapters 00:00 Intro 01:20 StackAdapt's $235M Funding Round 04:38 Insights on StackAdapt's Business Model 07:08 Serving the SMB & indie agency segment 12:47 Kevel's Acquisition of Nexta 15:29 The Evolution of Retail Media and Commerce Media 18:52 MIQ's Involvement in Retail Media 24:25 MIQ's Corporate Development Strategy 26:30 The Impact of AI on Advertising 33:43 What's next for MIQ? Hosted...

Chapters 00:00 Introduction and FPC Updates 06:00 tvScientific's $25M Series B Funding Round 12:01 Teads and Outbrain Acquisition merger 17:03 Horizon's Strategic Expansion Plans 25:07 Coinbase Acquires Spindl: A New Era in Web3 Advertising Hosted on Acast. See acast.com/privacy for more information.

00:00 Introduction to Evorra and Aaron Ritoper 02:49 The Evolution of Data Privacy in Ad Tech 06:11 Optimal's Series A Acceleration and Market Implications 08:52 Evorra's Unique Selling Proposition in Data Collaboration 11:56 Data Partnerships and Audience Activation 14:49 AI's Role in Data Management and Optimisation 20:54 The Impact of AI on Ad Tech and Market Dynamics 27:02 Evorra's Growth Stra...

00:00 2025 Financial Landscape: M&A and Funding Trends 06:56 Trade Desk's Acquisition of Sincera: Implications and Insights 14:08 Out of Home Advertising: T-Mobile acquires Vistar Media and Bauer acquires ClearChannel's Northern European business 20:58 Emerging Trends in Ad Tech: Casino Vertical Ad Networks and Beyond Hosted on Acast. See acast.com/privacy for more information.

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 Par...

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 h...

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...

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 convers...

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...