It's Gonna Be May

Since last post we’ve seen 6 M&A deals, 7 funding rounds, 17 people moves & promotions, 2 roles, and 2 articles. Plus, last edition’s top clicked link.

M&A

• Fitch Group acquired Trepp (commercial real estate data)

• iAltA acquired Precept (AI-powered wealth-tech integration).

• OSTTRA acquired HUB (AI-enabled investment management operations).

• Performance Improvement Partners acquired AlphaAdvisors (AI & data advisory).

• SAP acquired Dremio (data lakehouse).

• VertiGIS acquired 1Spatial (location master data management).

*Deals are announced but may not be closed.

Funding

• Blockworks (crypto data platform) raised a Series A led by ParaFi and Reciprocal Ventures.

• definity (agentic data engineering) raised $12M in a Series A led by GreatPoint Ventures.

• Hightouch (marketing AI and data platform) raised $150M at a $2.75B valuation in a Series D led by Goldman Sachs Growth Equity and Bain Capital Ventures.

• LakeFusion (master data management) raised $7.5M in a Seed round led by Silverton Partners.

• Redpine (data platform for agentic AI) raised €6.8M in a Seed round led by NordicNinja

• Rogo (AI for finance) raised $160M in a Series D led by Kleiner Perkins.

• Versana (syndicated loan and private credit data) raised $43M in a round led by BNP Paribas.

People Moves, Promotions, and Appointments

• Steven Bravo joined Massive as Head of Growth.

• Kevin Buehler joined Rogo as Chief Innovation Officer.

• Cyrus Choksey joined Finster AI as VP of Data & Risk.

• Jess Fiegleman was promoted to Head of Product, AI Platform at Point72.

• Ethan Geismar joined Penumbra Investment Group as Head of Data.

• Lisa Gudding was promoted to Chief Growth Officer at Ipsos.

• Cheryl Jordan-Aguilera joined InnovateMR as VP, Business Development.

• Nick Kapur joined Wood Mackenzie as SVP of Product Strategy & Operations.

• Mark Murphy joined Omnisient as Chief Data Officer.

• Harry Norman joined Mercer as Head of Analytics and Portfolio Solutions, Private Markets.

• John Platner joined APX Stream as CEO.

• Ian Roberts joined OvationMR as SVP, Insights and Strategy.

• Erin Salisbury was promoted to Head of Insights & Analytics, UK at FleishmanHillard.

• Jason Saltzman joined Andreessen Horowitz as Head of Insights.

• Christine Tan was promoted to Head of Data Standards & Governance at FactSet.

• Michael Targett joined LSEG Risk Intelligence as Head of Data.

• Paul Zimmerman joined Google as MD and Global Head of Private Equity.

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

Who’s Hiring

• Altrata is hiring a Senior Director of Account Management.

• Morningstar is hiring a Head of Sustainalytics Sales, Americas ($179K - $322K).

*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

• Building a Defensible Data Business: The Publisher’s Playbook by A Media Operator.

• In Search of the Perfect Roll-up by Richard Owen.

Upcoming Events

*new events added since last newsletter

• Bloomberg Alternative Data Forum, May 12, NYC

• Sohn Investment Conference, May 12, NYC

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

• BattleFin Discovery Day, May 14, NYC

• Data Intelligence Summit, May 20-21, NYC

• Asia Financial Information Conference (AsiaFIC), May 20-22, Singapore

• Knowledge & Information Management, Research & Analysis (KIMRA), Jun 3, London

• Neudata Summer Data Summit, Jun 11, NYC

• BattleFin Montauk, Aug 10-11, Montauk, NY

• World Financial Information Conference (WFIC), Oct 11-14, Copenhagen

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.