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June 17, 2025

Rollins: Outpacing Rentokil - Organic Search & Local Scale

Former VP at Rollins
Partner Interview
RollinsRentokil Initial plcIndustrialsConsumer Discretionary
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
June 11, 2025

Wise: Platform Foundations From B2C to B2B

Former Director at Wise
Partner Interview
WiseRevolutJPMorgan ChaseWestern UnionRemitly GlobalFinancialsInformation Technology
Weekly update
June 11, 2025

Deere Dealership Economics, Adobe vs Figma, Copart, Verra Mobility, Cellavision

FigmaAdobeCopartIAAHalmaDanaherThe AllstateGEICO
June 10, 2025

Constellation Software vs Private Equity Software Strategy

Former Portfolio Manager at Volaris
IP Interview
Constellation SoftwareTopicusLumine GroupRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
June 9, 2025

Verra Mobility: Government Solutions Contracts & Economics

Former Senior Sales Executive at Verra Mobility
IP Interview
Verra Mobility CorporationConstellation SoftwareConduentSensys GatsoKapsch TrafficComSwitching CostsB2B SoftwareIndustrialsInformation Technology
June 9, 2025

Adobe: Figma Competition

Former Senior Executive at Figma
Partner Interview
AdobeFigmaInformation TechnologyMaterials
June 9, 2025

Adobe: Canva’s SMB Surge

Former Product Manager at Adobe
Partner Interview
AdobeCanvaFigmaInformation TechnologyFinancialsMaterials
June 9, 2025

Danaher: Tariffs Impact & China Supply Chain

Former Supply Chain Executive at Pall
Partner Interview
DanaherThermo Fisher ScientificRepligenSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
June 6, 2025

Judges Scientific PLC: Geotek’s BoxScan Customer Workflow

Current Director at Tempest Minerals
IP Interview
Judges ScientificEpirocSDI GroupBentley SystemsProcess PowerSerial AcquirerIndustrialsInformation Technology
IP Research Resource
June 6, 2025

CellaVision: Proprietary Hematology Equipment & Distribution

IP Research Roundup
CellaVisionDanaherSysmexSiemens HealthineersAbbott LaboratoriesShenzhen Mindray BioMedical ElectronicsSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care