Reading Room

Reports nearly $70 million committed equity, a first closed acquisition, and work with ten agencies before acquisition. Describes a specialty brokerage growth platform.

Names cofounder Andy Lee CEO, with founding CEO Matt Price moving to strategic adviser to the board.

Announced July 9, 2026, from Somerset, New Jersey. RRBB announced its fifth tuck-in acquisition since joining Current in August 2023, growing from roughly $20 million in revenue at the time it joined to a $44 million platform. RRBB was Current's first partner firm. Two months after joining, it added Mendonca & Partners Certified Public Accountants LLC, an international tax firm in Union, New Jersey with import/export expertise and approximately $8 million in revenue. The release frames RRBB as a pioneer within the network, presenting its sequence of tuck-ins as a repeatable model combining integration, technology enablement, access to capital, and global service delivery to drive both inorganic and organic growth. RRBB offers accounting, advisory, and consulting services from offices in New Jersey and New York. Current, founded by Jake Sloane and Frank Zhang and backed by Thrive Holdings, is described as a national partnership of more than 30 accounting and advisory firms built on local leadership and entrepreneurial autonomy, and was named to Accounting Today's list of best firms for technology.

Episode page highlights trust, permanent capital, the acquisition machine, and the operating platform. Includes useful chapter timestamps.

Announced June 25, 2026, from Palo Alto. Eudia announced a collaboration with Microsoft covering product integrations across Microsoft 365 via add-ins and APIs, technical deployment on Microsoft Azure infrastructure, and joint go-to-market with Microsoft's enterprise sales organization. The stated purpose is to bring Eudia's Expert Digital Twins and specialized agents to in-house legal departments and adjacent business teams inside the applications they already use. Enterprises named as already running Eudia within Microsoft 365 — including Word, Outlook, SharePoint, and OneDrive — are ServiceNow, Cargill, Toshiba, Ecolab, and Bayer. The release describes Eudia's platform as built around the Enterprise Brain, which captures and codifies the judgment of an organization's top experts across contracts, policies, precedents, and prior decisions, and embeds it into the systems where legal work happens. Eudia positions the combination of domain-specific AI with enterprise governance and self-serve access as a way to accelerate deal cycles, strengthen compliance, and reduce reliance on outside counsel.

Describes a strategic partnership, joint development, and Alorica’s ability to resell and deploy Crescendo’s platform.

Announced June 18, 2026, from Washington, DC. Consilio and Eudia announced a strategic partnership pairing Eudia's Expert Digital Twins and AI agents with Consilio's operational and technology capability across eDiscovery, document review, risk and compliance, and legal transformation for large corporations and law firms. The two companies will co-develop AI tools powered by Eudia's digital twin technology, with stated aims of faster contract and matter cycles, more defensible review, stronger compliance posture, and reduced reliance on outside counsel. As an additional element, both sides will explore future integrations between Eudia and Aurora Legal AI, Consilio's legal intelligence platform. The release cited Consilio's 2026 Global Survey, in which 54 percent of legal professionals named technology selection and deployment as their top challenge, ahead of work volume for the first time. Emron Pratt is Consilio's chief strategy officer. Eudia was founded by Omar Haroun with chief technology officer Ashish Agrawal and chief operating officer David Van Reyk, and its named clients include ServiceNow, Cargill, Toshiba, Ecolab, Bayer, and the US Air Force.

Describes permanent ownership alongside a central operating platform, engineering help, and local company continuity.

Headline reports a $225 million round; visible text describes permanent ownership and more than 30 acquisitions.

Argues that relationships and professional judgment become more valuable as routine work gets cheaper. Makes permanent ownership, practitioner ownership, and organizational change central.

Confirms the rename and continuity of the accounting platform. Describes local ownership, branding, leadership, and the Tax AI initiative.

Describes a practitioner-feedback and evaluation loop for Tax AI. Reports a 7,000-return pilot, roughly one-third less preparation time, and about 50% greater throughput.

Announced May 2026. OpenAI and Eudia formed a strategic partnership to co-build for the legal and acquisition teams of the Department of War and other US government agencies, integrating OpenAI's frontier models into Eudia's platform. The stated aim is to improve efficiency for contracting officers, legal counsel, and program managers. The partnership expands and formalizes work already underway: in August 2025 Eudia had won a $1.25 million contract-handling engagement with the US Department of the Air Force. Eudia characterized the collaboration as government-focused and purpose-built for the mission space, distinct from its broader commercial footprint, and declined to comment on OpenAI's product roadmap when asked about Codex for Legal. Eudia also operates an alternative legal services provider in Ireland and an alternative business structure law firm in Arizona, and had recently signed a partnership with ServiceNow, which it describes as the workflow layer government already runs on. Coverage noted the timing against a contemporaneous dispute involving Anthropic and the former Department of Defense over use of its models.

Announced May 4, 2026. Long Lake Management agreed to acquire American Express Global Business Travel in an all-cash take-private valued at approximately $6.3 billion, with support from General Catalyst and Alpha Wave; Koch Equity Development was also reported in the syndicate. Shareholders receive $9.50 per share, a 60.2 percent premium to the May 1 closing price. The transaction is expected to close in the second half of 2026, subject to customary conditions and regulatory clearances. American Express is selling its roughly 30 percent stake for $1.5 billion and expects to record a pre-tax gain of about $975 million; its brand license and other commercial agreements with Amex GBT remain in place. Paul Abbott is chief executive of Amex GBT, which operates in more than 140 countries. Ken Chenault, General Catalyst chairman and former American Express chief executive, commented on the deal. Long Lake was founded in 2023.

Reports an agreed $6.3 billion cash acquisition at $9.50 per share, with closing expected in H2 2026.

Announced April 22, 2026, from London. Crescendo launched its expansion into the UK and Europe, positioning the move as the introduction of an AI-native customer experience category into a large and, in its framing, underserved market. The company cited more than $100 million in annual recurring revenue reached in under two years, a global footprint built partly through acquisition, and delivery across six continents under a 24/7 model. UK and European customers named include Dr. Martens, Funky Pigeon, Mention Me, RealVNC, and Sweet Bee Organics. London was chosen as the European anchor on the basis of its talent and technology base; co-founder and chief executive Matt Price was raised in the UK and previously scaled Zendesk's European operations. The release framed European demand around fragmented legacy infrastructure, multi-market and multi-language operations, and regulatory pressure on trust, accountability, and demonstrable AI performance. A UK launch event in London was planned to mark the expansion. Crescendo was founded in 2023 and is headquartered in San Francisco.

Announced March 24, 2026, from Palo Alto. Eudia launched Expert Digital Twins, which it describes as governed replicas of how an organization's best subject matter experts make decisions, deployed at enterprise scale, and positioned the launch as defining a category it calls the System of Intelligence. The platform's core is the Enterprise Brain, an intelligence layer that captures and codifies expert judgment across contracts, policies, precedents, and prior decisions. Within it, specialized decision engines called MINDs generate the Digital Twins, made available across the enterprise as self-service. Eudia states three intended outcomes — accuracy, consistency, and scale — and describes a feedback loop in which every decision, correction, and expert input returns to the MIND. Forward-deployed engineers build the integration patterns and ontology structures, a model Eudia says it has run since its founding in 2023. The launch included a ServiceNow partnership extending the Twins into ServiceNow's Legal Service Delivery and Contract Management Pro products. Cited customer results include Graybar reporting legal due diligence moving 98 percent faster and Duracell reporting a 50 percent reduction in contracting time and cost. Omar Haroun is chief executive and co-founder.

Reported $1 billion-plus fundraising target; completion unverified.