From M&A to IPOs, this quarter proves capital is flowing again. But the winners aren’t just opportunistic, they’re ready.
The brands pulling ahead already clarified who they are and what they solve.
In this issue:
1. M&A Comes Roaring Back
2. NiCE: The nicest rebrand in B2B with Kristen Bell
3. Take our reader’s poll
4. The quiet comeback of in-person capture
5. Figma’s IPO: A $60B story about market appetite
—Jay & Adam
💼➡️💥
💥 MARKET MOVES:
M&A Comes Roaring Back
This past week marked the busiest U.S. M&A activity since 2021, with bankers canceling vacations to chase a wave of deals.

Illustration: Emil Lendof/WSJ, ISTOCK
Major deals included Union Pacific’s $71.5 billion acquisition of Norfolk Southern in the rail sector, Palo Alto Networks’ $25 billion purchase of cybersecurity firm CyberArk, and Baker Hughes’ $13 billion deal for energy infrastructure provider Chart Industries. IPO activity also showed signs of life, with Figma’s public debut making headlines as its stock price tripled on day one.
Key drivers:
Renewed economic confidence (despite literally everything)
Expectations of lower interest rates (not sure those will materialize)
Regulatory shifts under the Trump administration making megadeals more feasible
👉 Takeaway:
In this wave of dealmaking, differentiation just became mission-critical.
Large-scale consolidation is back on the table, reshaping industries and giving enterprise buyers new urgency around scale, tech integration, and competitive positioning.
✍️ THE MESSAGING LAB:
NiCE: The nicest rebrand in B2B with Kristen Bell
Historically, NiCE (formerly NICE Systems), has been a “Contact Center as a Service” stalwart. Solid tech. Deep integrations. But also, buried in a sea of sameness.
That changed this year with a new CEO, a renamed platform, and a rebrand built to stand out.
Kristen Bell unlocks the lesson B2B tech needs to learn
NiCE introduced Kristen Bell as “The Nicest Person in the World” in a global brand campaign.
Not because she’s famous. Because she’s familiar, and notably, nice.
In a category that tech has made feel cold and technical, she humanizes what the company is trying to build: AI that feels helpful. This is a lesson many B2B tech companies just can't seem to internalize: it's not about your tech, it's about how you make the customer feel.
The campaign doesn’t push features. It makes a point: this is what smart, kind customer service feels like.
Rebrand as growth lever
This is a textbook example of using brand to:
Clarify a category shift
Signal new leadership and new priorities
Align platform, positioning, and perception
Open the door to enterprise buyers looking for more than just features

The storytelling, visual identity, and go-to-market are tightly aligned. Perfect for reintroduction.
NiCE didn’t scramble to explain itself mid-pivot. It rebuilt the story first, so when the new platform launched, the perception landed.
👉 Takeaway:
This is how B2B messaging connects.
NiCE’s transformation underscores once again how B2B brands can (and should!) borrow from B2C playbooks, using storytelling, emotional clarity, and visual cohesion to create a brand that’s not just functional, but memorable.
🤝 If your company is evolving but your message hasn’t caught up, it’s time to realign
We help B2B teams build sharper narratives, clearer positioning, and brand systems that signal leadership.
Let’s make sure your next move lands.
🌋 DEMAND & GROWTH:
The quiet comeback of in-person capture
The headline trend is easy to miss: QR codes are becoming one of the most effective lead gen tools in B2B. For real.

You’re gonna have that song stuck in your head all day. You know the one.
65% of B2B companies now rate in-person events as their most effective tactic
And the real unlock isn’t the booth design or the branded swag. It’s how fast you capture and act on intent.
QR code scans at events now drive 3× more lead captures than manual badge scanning
Paired with SMS follow-ups and Slack notifications, teams are turning walk-bys into meetings on the spot
This isn't just digitizing analog behavior, it's removing the gap between interest and action
For companies burned out on slow-form-fill workflows and post-event lead lag, this is a playbook worth copying.
👉 Takeaway:
QR codes shorten the time to conversation.
Speed-to-lead is pipeline leverage, and QR-driven capture flows are turning physical events into high-conversion demand engines.
What kind of B2BOOM! content would be most helpful for you this quarter?
📊 DATA & INSIGHTS:
Figma’s IPO: A $60B story about market appetite
Figma’s public debut was a reveal of what the market is starving for: High growth tech companies.
IPO priced at $33 → opened at $85 → closed up 250%
Biggest first-day pop for a U.S. IPO of its size in 30+ years
Valuation temporarily topped $68B, trading at 20x revenue (vs. the public SaaS median of 6x)

It sure is, Buddy
So, what was all of that about?
The spike had less to do with Figma’s fundamentals and more to do with the vacuum left by three quiet years of tech IPOs. Investors are over-indexing on anything with growth, brand, and clarity.
Even industry insiders admit the pricing was off
Critics say underwriters misread demand and left billions on the table. Still, the outcome is clear: High-performing private companies are back in play.
And this wasn’t hype alone.
Figma’s positioning is key. It sits at the intersection of collaboration, creativity, and cloud-native design infrastructure.
It’s not just a design tool; it’s a platform for how modern product teams work together. That clarity of purpose showed up everywhere—from brand to user base to valuation multiple.
👉 Takeaway:
Expect more SaaS IPOs to follow and more B2B teams to realize that when growth, design, and story align with opportunity, valuation gets loud.
🤝 Your strategy isn’t broken. But your visibility might be.
AI search. Zero-click journeys. Algorithmic feeds.
The rules of digital discovery have changed and most funnels haven’t kept up.
We help B2B teams recalibrate: sharpening narrative, aligning brand and demand, and building content that actually gets seen.
Let’s make sure your message lands.
🔥 FAMOUS TAKE:
You don’t rise with the tide unless you’ve built the boat.
In markets like this, speed matters. But clarity compounds.
The companies getting bought, backed, or noticed all share one thing:
Their story is already working.
—Jay
Thanks for reading. You could be spending your time anywhere—we’re glad you’re here. 💥
—Jay & Adam
Heads Up: In each issue of B2BOOM!, we highlight services from our crew at FamousFolks or friends we trust. When you see the 🤝, it means we’re sharing something we genuinely back. We only shout out things we believe are truly valuable for your business—no shady promos, just stuff we stand behind.