Dow 49,500.93

Since last post we’ve seen 7 M&A deals, 2 funding rounds, 31 people moves & promotions, 7 roles, 4 articles, 1 2-part podcast, and 1 newly added upcoming event. Plus, last edition’s top clicked link (oops, it was my own post).

Special Event

I’m co-chairing the upcoming AXIS (Acquisition & eXpansion in Information Services) Leaders Summit, a curated event with some of the best networking opportunities, with a focus on investing in and acquiring information services businesses. Check it out here.

Update: Thrilled to see all of the initial responses. We had over 100 signups in less than a week with leaders from investment and advisory firms including: Barclays, Balyasny, Citadel, DC Advisory, Endicott Capital, Great Hill Partners, JEGI Leonis, JPMorgan, Motive Partners, Plural Strategy, Solomon Partners, UBS, and WorldQuant.

M&A

• Inveniam (data operations solutions) merged with MEASA Partners.

• Model ML acquired Captide (agentic AI for corporate filings).

• Nebius acquired Tavily (real-time web data).

• Rep Data acquired ReDem (survey data quality).

• ServiceNow acquired Pyramid Analytics (AI-powered business analytics).

• Singletrack acquired Mediasterling (content creation and distribution for investment research).

• Thomson Reuters acquired Noetica (AI-powered financial document extraction).

*Deals are announced but may not be closed.

Funding

• Electric Twin (synthetic audiences) raised $10M in a round led by Atomico.

• Matia (unified data ops) raised $21M in a Series A led by Red Dot Capital Partners.

Special Report

Inex One has published their annual Expert Network Market Sizing Report, highlighting ~$3B in revenue in 2025, growing ~12% annually (2023-25) after a quieter stretch (2021-23). The dataset can be purchased here.

People Moves, Promotions, and Appointments

• Will Breskman was promoted to Partner at Bregal Sagemount.

• Christina Clohecy joined Dun & Bradstreet as CFO.

• Avi Danda joined Carbon Arc as Product Manager.

• Tom Francis joined NN as Head of Data & AI.

• David Gelinas joined CB Insights as VP, Data Product & Operations.

• Brian Grover was promoted to Director of Product Insights & Solutions at Harmonya.

• Gabriella Hernandez joined Daloopa as VP of Partnerships.

• Kelso Holland was promoted to COO at System2.

• Catherine Howe joined Investment Reports as EVP.

• Jason Malatesta was promoted to Head of Media Partnerships and Licensing Strategy at The Wall Street Journal.

• Olivia Martin was promoted to Head of Partnerships at FINBOURNE.

• Paula Martinez Gutierrez was promoted to Head of Operations a Emporia Research.

• Fiona McBride was promoted to SVP, Insights at Dig Insights.

• Brett Miller joined Sodali & Co as Global Head of Data and Analytics.

• Brian Morin joined MFour Data Research as Chief Revenue Officer.

• Harsha Nadig joined Zema Global Data Corporation as Global Director of Data Operations.

• Rashad Naouchi joined iMAD Research as VP of Sales.

• William O’Connor was promoted to SVP, Head of Qualitative at Dig Insights.

• Frederik Pederson was promoted to VP, Global Data Operations at Octus.

• Toni Petra joined Kantar Media as Chief Operations and Technology Officer.

• Mark Ramsay joined Fiscal AI as Head of Sales.

• Daniel Slater was promoted to Quantitative Research Director at Qube Research & Technologies.

• Edouard Tavernier joined PEI Group as CEO.

• Jason Taylor joined Carbon Arc as Head of Forward Deployed.

• Kara Taylor was promoted to Chief Growth Officer at ATTOM.

• Ben Tegelaars joined Valu8 as Head of Sales, Growth Markets.

• Gregory Van Droogenbroeck joined Morningstar Sustainalytics as Chief Product Officer.

• Mario Vukadinovic joined Potloc as Associate Director.

• Eric Wagner joined Redpoint as VP, Research and Data.

• Toby Webb joined Wood Mackenzie as VP of Sales.

• Conor Wilcock joined Basis Global as Managing Partner, B2B.

*may not have started roles, but roles are announced or updates provided online.

Who’s Hiring

• Bloomberg is hiring a Product Manager - Alternative Data Analytics ($140K - $295K).

• Guidepoint is hiring a Head of Private Company Research ($200K - $240K).

• Hebbia is hiring a AI Strategist ($90K - $250K).

• OpenAI is hiring a Technical Program Manager, Human Data ($257K - $335K) and a Program Manager, Human Data ($162K - $240K).

• Owens & Minor is hiring a Data Strategy Lead ($113K - $210K).

• Sodali is hiring a Senior Data Analytics Engineer.

*salaries only listed where provided by the company and may vary based on location and other factors. See links for specific salary details.

What I’m Reading

• Proprietary Data Is Not What You Think It Is by Brian Lichtenberger.

• Data Companies: At the Table or On the Menu? by Jason DeRise.

• 419 Researchers Tried to Ban AI from Qual. A CEO responded. Here's What Everyone Is Missing by Constantine Papas.

• State of the Industry: The Great Recalibration of Insights by Tyler McMullen.

What I’m Listening To

• InsightPlatforms podcast featuring J.D. Deitch:

  • Judging Cheese; Representing the fan base at Man Utd; The Future Of Research and Researchers (part 1)

  • Market Research’s Quality Crisis....and what the industry can do to solve it (Part 2)

Upcoming Events

*new events added since last newsletter

• Samplecon, Mar 16-18, Lake Oconee, Georgia

• Eagle Alpha Alternative Data Conference, Mar 18, NYC

• QuantVision 2026: Fordham’s Quantitative Conference, Mar 19-20, NYC

• Future Alpha, Mar 31-Apr 1, NYC

• AI in Finance Summit, Apr 15-16, NYC

• Insights Association Ignite: B2B, Apr 22, Hoboken, NJ

• *IIEX North America, Apr 29-30, Washington D.C.

• World of DaaS Summit, May 7, Washington D.C.

• Monetising B2B Information & Events 2026, May 13, London

• BattleFin Discovery Day, May 14, NYC

Resources

• Deal Tracker for full M&A and funding rounds.

• Job Board for full listings.

• Market Map PDF, PNG, and Spreadsheet.

• Compensation Study Summary. Participate here.

Favor

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Views here are the author’s own and not of any employers or companies. The author may be compensated for pieces in this newsletter.