The FPC Podcast

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The FPC Podcast

The FPC podcast covers the latest financial news in the ad tech sector, diving into the latest funding rounds, M&A transactions and economic trends. Each week we bring you the latest hot takes and interviews with leading entrepreneurs and investors. Hosted on Acast. See acast.com/privacy for more information.

Episodes

  1. 3 DAYS AGO

    Episode 5: M&A Frenzy with Andrew Buckman, VP Marketing & Investor Relations, Azerion

    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.

    40 min

  2. DEC 4

    Episode 4: The Ad Tech M&A Journey with TapTap's CEO, Alvaro del Castillo

    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. Chapters 00:00 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 Links FPC's M&A trackerTapTap announces partnership with bd capitalAustin Scott joins Bedrock Platform as CCO Hosted on Acast. See acast.com/privacy for more information.

    40 min

  3. NOV 27

    Episode 3: Is Bending Spoons The Next Adtech Powerhouse?

    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. Chapters 00:00 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 Links FPC M&A TrackerBending Spoon's IPO plansClean room sketch by Exchangewire Hosted on Acast. See acast.com/privacy for more information.

    38 min

  4. NOV 20

    Episode 2: Mike Follett, CEO & Co-founder, Lumen

    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. Chapters 00:00 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.

    38 min

  5. NOV 12

    Episode 1: Launching The FPC podcast

    SummaryIn 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.

    38 min
  • 5 Episodes

About

The FPC podcast covers the latest financial news in the ad tech sector, diving into the latest funding rounds, M&A transactions and economic trends. Each week we bring you the latest hot takes and interviews with leading entrepreneurs and investors. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    FirstPartyCapital
  • Years Active
    2K
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © FirstPartyCapital
  • Show Website
    The FPC Podcast

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