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Weekly update
September 19, 2024
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
TeslaAirbnbZscalerTopBuildComputer ModellingHEICOSchlumberger
IP Research Analysis
September 19, 2024
Perimeter Solutions: Product Litigation & New Entrants
IP Research Analysis
IP ResearchPerimeter SolutionsCompass Minerals InternationalSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
September 17, 2024
TerraVest & the Propane Tank Market: Unit Costs and Legacy Tanks Conversion
Former VP of Business Development at TerraVest
Partner Interview
TerraVest IndustriesMaxfield Inc.TRIARC TANKManchester TankQuality Steel CorporationMetsa TanksSerial AcquirerEnergySeptember 16, 2024
Tesla Repair Network & Vertical Integration
Former Collision Repair Manager at Tesla
September 16, 2024
Zscaler: Sales Org & Competition in SASE
Former Sales Executive at Zscaler
Partner Interview
ZscalerPalo Alto NetworksFortinetNetskopeCheck Point SoftwareOktaInformation TechnologySeptember 16, 2024
Croda: Life Sciences Specialty Chemicals
Former Senior Executive as Croda
Partner Interview
Croda InternationalIMCDAzelisBrenntagBasfB2B MiddlemenMaterialsIndustrialsSeptember 13, 2024
Perimeter Solutions: Fighting Wildfires, PHOS-CHEK & Alternative Products
Former Director at SEI Industries & Wildfire Officer, British Columbia
September 13, 2024
Computer Modelling Group: Geographic Expansion & Sales
Former Executive at Computer Modelling Group
Partner Interview
Computer ModellingSchlumbergerSwitching CostsB2B SoftwareInformation TechnologyEnergySeptember 13, 2024
TopBuild, Owens Corning, Installed Building Products & US Building Insulation Market: Supplier Relationships and Pricing Dynamics
Former Executive VP of Strategic Accounts at Builders FirstSource
Partner Interview
TopBuildBuilders FirstSourceOwens CorningKnaufCertainTeedJohns ManvilleInstalled Building ProductsConsumer DiscretionaryIndustrialsSeptember 12, 2024
Airbnb: Org Structure, Culture, & Growth Challenges
Former Senior Executive at Airbnb
September 12, 2024
PMA Parts Competition and Threat to OEMs
at a Leading PMA Company
Partner Interview
HEICOJet Parts EngineeringTransDigm GroupThe BoeingRTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsWeekly update
September 12, 2024
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
BONESUPPORTFTAI AviationRyersonDynatraceTransDigm GroupSplunkPerimeter Solutions
IP Research Analysis
September 12, 2024
Perimeter Solutions vs Fortress: Aerial Fire Retardant Competition
IP Research
IP ResearchPerimeter SolutionsCompass Minerals InternationalTransDigm GroupSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials
September 9, 2024
TransDigm: Culture & Pricing
Former President at TransDigm
September 9, 2024
Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains
Urology Surgeon
September 9, 2024
Dynatrace: Cybersecurity & Observability Customer Perspective
VP of IT at Fox Rent-a-Car
Partner Interview
ZscalerDynatracePalo Alto NetworksDatadogSplunkSwitching CostsB2B SoftwareInformation TechnologySeptember 9, 2024
Capital One Auto Navigator: Defining Credit Policies
Former Business Director at Capital One
September 9, 2024
Ryerson, Reliance Steel & Metal Service Centers: M&A, Customer Mix and ERP Conversion
Former VP & General Manager at Ryerson
Partner Interview
RyersonKloeckner Metals CorporationReliance Steel & Aluminum Co.MaterialsCompany Profile
September 7, 2024
FTAI Aviation
IP Company Learning Journey
IP ResearchFTAI AviationSafranGeneral ElectricMTU Aero EnginesHEICOScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
September 6, 2024
Bonesupport: CERAMENT, Bone Infections & Use Cases
Former Sales Manager at Bonesupport