Skip to content

Engraved illustration of a rough sea. The picture is decorative; the site works without it.

Reading Room

Read the arguments shaping this field: original letters and essays, independent reporting, interviews, and podcasts. Every item says whether the text is available here or should be read at its publisher.

ReadingNews timelineArticlesNewsPodcastsLetters
Reset
Event typeunspecified (20)partnership (6)acquisition (6)operating evidence (4)funding (4)acquisition announcement (3)launch and funding (2)funding announcement (2)product announcement (2)acquisition agreement (2)leadership (2)product (2)integration (1)expansion (1)funding and expansion (1)thesis update (1)investor announcement (1)investment announcement (1)technology selection (1)technology partnership (1)product business acquisition (1)company launch announcement (1)thesis publication (1)technical publication (1)rebrand (1)acquisition reported (1)strategic partnership (1)platform addition (1)launch (1)financing (1)law firm launch (1)labor dispute (1)funding and acquisition announcement (1)shareholder approval (1)listing (1)financial forecast (1)commercial policy (1)company launch (1)fundraising announcement (1)technical collaboration (1)

Developments (5)

Multiple reports about the same development are grouped; each source is retained.
  1. Thrive Holdings agrees to acquire ADTacquisition agreementAnnounced

    Thrive Holdings signed a definitive agreement to buy ADT for $10.00 a share in cash, about $7.6B in equity value and $15.3B in enterprise value, with financing committed solely by Apollo-managed funds. Announced, not closed: closing is expected in Q1 2027, subject to ADT shareholder and antitrust approval, and ADT may solicit other bids until Nov 28.

    Thrive HoldingsADT 8-K (U.S. SEC (EDGAR))ADT release (ADT Inc.)Thrive statement (Thrive Holdings)
  2. CEO transitionleadership

    Andy Lee appointed CEO; founding CEO Matt Price transitions to board strategic adviser.

    CrescendoCrescendo leadership change (Crescendo)
  3. Amex GBT agreementacquisition agreementAnnounced

    Amex GBT agreement: $9.50/share cash, approximately $6.3bn transaction value.

    Long LakeLong Lake’s scaled acquisition (Reuters)Amex GBT acquisition agreement announcement
  4. Europe and ARR updateexpansion

    April 2026 release says ARR exceeded $100m in under two years.

    CrescendoEuropean expansion
  5. Sales appointmentsleadership

    Mitch Loquaci appointed US regional sales VP; Stephen Mulholland EMEA sales VP.

    EudiaGlobal sales leadership