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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.

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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 (9)

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. Beacon Holdings acquires Ganazacquisitionreported or published

    Ganaz, a Seattle maker of payroll and HR software for farmworkers, has been acquired by Beacon Holdings, according to a post by its CEO Hannah Freeman, who is stepping away; terms were not disclosed. Beacon has not issued its own release.

    Beacon SoftwareGeekWire (GeekWire)
  3. Closed 2026-10-28
    Inkle acquires Finally's bookkeeping divisionacquisitionClosed

    Inkle, an AI-native small-business tax and accounting firm, says it has acquired the bookkeeping division of Finally in an all-cash deal, its first acquisition; terms were not disclosed. Inkle says the deal makes it a top-500 U.S. CPA firm by revenue.

    Inkle post (Inkle)
  5. Dwelly reportedly makes its tenth UK lettings acquisition of 2026acquisitionreported or published

    Trade press reports that Dwelly acquired London agency Paramount Properties, its tenth deal of 2026, and has secured $170M in funding from investors including EQT Growth and General Catalyst. Trade-press report only: we have not seen a Dwelly or investor release, and when the funding round took place is unverified.

    DwellyAI PropTech News (AI PropTech News)
  7. 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
  8. Long Lake Amex GBT agreementacquisitionannounced close unverified

    Reuters reports a $6.3B Amex GBT agreement announced May 4.

    Long LakeLong Lake’s scaled acquisition (Reuters)
  9. Funding announcementfinancing

    Company announced $50m cumulative venture financing, latest round Series C, at $500m valuation.

    CrescendoFinancing announcement