GTCR

ATEF Podcast Episode #101

Quo Vadis News previews AdTech Economic Forum London 2025, detailing 11 early-stage adtech companies pitching to a growing audience and four investor fireside chats with Remi Lemonnier, Giovanni Strocchi, Claire Houry, and Sir Martin Sorrell. The event format includes two-minute memos, eight-minute founder theses, and five minutes of rapid-fire Q&A from a panel including Lemonnier, Strocchi, Houry, Joanna Burton, Rich Ashton, and Sir Martin Sorrell. The piece lists 11 pitching firms (Adbridge, Nodals, Welect, Paapi, Scope3, 4Screen, Compliant, Anonymised, Olyzon, Swym, C Wire) and mentions Rui de Fruites as co-founder/CEO of SSP Tech. The article also highlights episodes in the ATEF Podcast series, sponsor details (Yahoo Advertising and Rise!), and references to past AdTech events (NYC 2025 and April 2024 forum). Special emphasis is placed on GTCR’s private equity thesis as discussed by Stephen Master and Michael Pappas.

AdTech Startups Pitch at London Forum: Countdown to ATEF!

AdTech Economic Forum London 2025 (ATEF) is 12 days away, featuring 11 early-stage adtech startups pitching to a growing audience. The day includes four fireside chats with investors—Remi Lemonnier, Giovanni Strocchi, Claire Houry, and Sir Martin Sorrell—followed by 11 founder pitches. Each founder will deliver a two-page memo, present an eight-minute thesis, and face five minutes of rapid-fire questions from an investor panel including Lemonnier, Strocchi, Houry, Joanna Burton, Rich Ashton, and Sorrell. Participating startups include Adbridge, Nodals, Welect, Paapi, Scope3, 4Screen, Compliant, Anonymised, Olyzon, Swym, and C Wire. The episode also promotes the ATEF podcast series and features Stephen Master, Managing Director at GTCR, discussing private equity approaches in adtech. Special thanks to sponsors Yahoo Advertising and Rise; a New York City edition is noted for March 19, 2025.

LUMA: Ad Tech Had A Bad Q2, But There Were A Few Bright Spots

Ad tech finished Q2 2022 on a weak note, according to LUMA Partners' market report, with public ad tech and martech stocks down over 30% year-to-date and roughly one-third of companies down 50% or more. The quarter saw limited M&A activity, though OpenWeb acquired Adyoulike for $100 million in April and Dreamscape bought Standard Media Index in June. In contrast, Unity announced a $4.4 billion acquisition of ironSource, signaling continued consolidation. Netflix also announced plans to launch ad-supported tiers in April 2022, signaling more premium inventory entering connected TV as Disney+ follows suit. Analysts note macro uncertainty (recession fears, inflation, supply-chain issues) is driving valuations and deal-making dynamics, with performance advertising expected to remain resilient during downturns.