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June 21, 2025

ServiceNow: Innovation Pace & AI Agents

Former Product Manager at ServiceNow
Partner Interview
ServiceNowSalesforceWorkdayAtlassianMoveworksSwitching CostsB2B SoftwareInformation Technology
IP Fieldwork Podcast
June 21, 2025

Constellation Software & Proprietary M&A Sourcing

IP Fieldwork Podcast
Constellation SoftwareVitec SoftwareRökoLagercrantz GroupCHAPTERSRoperSwitching CostsProcess PowerB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsHealth Care
June 19, 2025

The Trade Desk: Navigating CTV Consolidation

Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixAlphabetGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
June 18, 2025

Zillow Rentals: Multifamily Monetization Model

Former General Manage at Zillow
Partner Interview
ZillowAppFolioCoStar GroupRedfinOpendoorSwitching CostsAuctions & ClassifiedsB2B SoftwareCommunication ServicesReal EstateInformation Technology
June 18, 2025

Cimpress: From Business Cards to Marketing Partner for Micro-businesses

Former Director at Cimpress
IP Interview
Cimpress4imprintShutterflyWixcomCanvaAdobeSwitching CostsMarketplaces & PlatformsB2B SoftwareIndustrialsCommunication ServicesInformation TechnologyFinancials
June 18, 2025

Keyence: Sales Process & Market Feedback

Former Sales Engineer at Keyence
Partner Interview
KeyenceCognexDatalogicInformation Technology
June 18, 2025

AENA, Ryanair, and Wizz Air: Offboarding, Fueling, and Boarding Processes

Former Airport Operations Manager at AENA
IP Interview
Aena SMEAéroports de PariseasyjetRyanairWizz AirFlughafen ZürichScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrials
June 18, 2025

Verra Mobility: Rental Car Tolling Management

Former Commercial Services Executive at Verra Mobility
IP Interview
Verra MobilityConduentConstellation SoftwareSwitching CostsB2B SoftwareIndustrialsInformation Technology
June 17, 2025

Rollins: Outpacing Rentokil - Organic Search & Local Scale

Former VP at Rollins
Partner Interview
RollinsRentokil Initial plcIndustrialsConsumer Discretionary
June 17, 2025

Adobe: Figma’s Dev Mode & Growth Beyond Designers

Former Product Manager at Figma
Partner Interview
FigmaAdobeMaterialsInformation Technology
June 17, 2025

Adobe: Price Hikes and Revenue Retention - Lessons From Japan

Former Adobe Director
Partner Interview
AdobeFigmaCanvaInformation TechnologyMaterialsFinancials
June 17, 2025

Carvana, SilverRock, and DriveTime: Warranty Claims Process

Former Warranty Claims Adjuster at SilverRock
IP Interview
CarvanaSilverRockDriveTimeCarMaxBridgecrestCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMaterials
June 17, 2025

ServiceNow: Customer Perspective

ServiceNow Engineer & Architect at Wayfair
Partner Interview
ServiceNowAtlassianSalesforceWorkdayMoveworksSwitching CostsB2B SoftwareInformation Technology
June 17, 2025

Coloplast: Reimbursements, Innovation & Local Operations

Former General Manager at Coloplast
Partner Interview
ColoplastMedtronicJohnson & JohnsonSmith & NephewConvaTec GroupBaxter InternationalHealth Care
June 16, 2025

Williams-Sonoma: Leadership & Strategic Sourcing

Former VP of Sourcing & Product Development at Williams-Sonoma
Partner Interview
Williams-SonomaWayfairRestoration HardwareArhaushome24WestwingAmazonBed Bath & BeyondCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
June 16, 2025

Casey’s General Stores: Store Economics & M&A

Former Director of Business Development / M&A at Casey's
Partner Interview
Casey's General StoresMurphy USAAlimentation Couche-TardSeven iViva EnergyFomento Econmico MexicanoSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesEnergy
June 13, 2025

Synopsys, Cadence Design Systems: Business Model Defensibility

Former VP of R&D at Cadence Design Systems
Partner Interview
Cadence Design SystemsSynopsysANSYSMetaAppleNVIDIAASMLTaiwan SemiconductorTSMCMicrosoftAlphabetGoogleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
June 12, 2025

Vista Equity: Value Creation Playbook

Former Value Creation Director at Vista Equity
IP Interview
Constellation SoftwareTopicusLumine GroupVitec SoftwareRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
June 11, 2025

QXO: Beacon Roofing M&A Blueprint

Former VP of Finance at Beacon Roofing
IP Interview
QXOBeacon Roofing SupplyThe Home DepotBuilders FirstSourceUS Lbm Holdings, LLC84 LumberGMSRexelInformation TechnologyIndustrialsConsumer Discretionary
June 11, 2025

Mips: US Industrial Head Protection Market

Former VP of Sales at US PPE Distributor
Partner Interview
MipsConsumer Discretionary