The FPC Podcast Episode 24: ATS / MadTechMoney round up & the latest M&A in AdTech
Sep 25, 2025
Dive into recent M&A frenzy with insights on Deep Intent's healthcare strategy and the impact of digital marketing shifts post-COVID. Explore Bending Spoons' blockbuster acquisition of Vimeo and the potential of first-party data. Discover DigiSeg's privacy-forward approach as it's scooped up by Hawk Infinity, and the ambitious merger of Spaceback and Rembrandt. Finally, unpack Verve's opportunistic acquisition of Captify and the challenges faced by the latter in a changing AI landscape. Get ready for an engaging discussion!
AI Snips
Chapters
Transcript
Episode notes
Verticalization Creates Defensible Value
- DeepIntent's vertical focus on healthcare created a defensible, privacy-compliant DSP niche with high value to pharma buyers.
- The majority investment by Vitruvian suggests M&A-fuelled expansion of data and analytics is likely.
Build Around Rare First-Party Data
- Focus on verticals where first-party data is rare and purchase cycles are specific to build differentiation.
- Tailor workflows, pricing, and measurement to the vertical rather than being a generalist platform.
COVID Accelerated Pharma Digital Shifts
- During COVID field reps couldn't visit doctors, which accelerated digital marketing for pharma and devices.
- That shift helped DeepIntent and similar players win share as in-person channels paused.