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IP Research Analysis is grounded in IP-hosted primary research interviews, surfacing insights into the value creation levers and risk factors of specific securities.
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IP Research Analysis
May 1, 2025
Carvana & DriveTime Relationship and Subprime Loan Performance Analysis
IP Research
CarvanaCarMaxCredit AcceptanceWestlakeExeter FinanceCapital One FinancialBridgecrestDriveTimeCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancialsMaterials
IP Research Analysis
April 1, 2025
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
IP Research
IP ResearchConstellation SoftwareVitec SoftwareRökoLagercrantz GroupBergman & BevingIDEXKelly Partners GroupJudges ScientificLifcoSwitching CostsProcess PowerB2B SoftwareSerial AcquirerMission Critical Products & ServicesInformation TechnologyIndustrials
IP Research Analysis
October 2, 2024
Danaher Cytiva: History, Moat, and Bundling Pall Filters
In Practise Research
IP ResearchThermo Fisher ScientificMerckRepligenLonza GroupSartoriusSartorius Stedim BiotechBio-Rad LaboratoriesDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
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
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
IP Research Analysis
September 2, 2024
FTAI Aviation CFM56 Module Swap Offering & Addressable Market
IP Research
IP ResearchFTAI AviationGeneral ElectricSafranRolls-RoyceScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
IP Research Analysis
August 27, 2024
FTAI, Chromalloy & the CFM56 HPT Blade PMA
IP Research
IP ResearchFTAI AviationChromalloyGeneral ElectricSafranMTU Aero EnginesScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
IP Research Analysis
July 30, 2024
Lifco vs Halma: M&A Team Structure & Incentives
IP Research
IP ResearchLifcoHalmaConstellation SoftwareJudges ScientificTransDigm GroupTeqnionLagercrantz GroupBergman & BevingIndutradeAddtechProcess PowerSwitching CostsSerial AcquirerB2B SoftwareMission Critical Products & ServicesIndustrialsInformation Technology
IP Research Analysis
June 13, 2024
Lifco vs Halma: Org Structure & Opco Incentives
IP Research
IP ResearchLifcoHalmaJudges ScientificLagercrantz GroupDanaherConstellation SoftwareBergman & BevingIndutradeTeqnionProcess PowerSwitching CostsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesB2B SoftwareIndustrialsInformation TechnologyHealth Care
IP Research Survey
April 23, 2024
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
IP ResearchWatscoFergusonCarrier GlobalLennox InternationalMitsubishi CorporationB2B MiddlemenIndustrials
IP Research Analysis
April 3, 2024
The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains
In Practise Research
IP ResearchThe GymBasic FitPlanet FitnessScale EconomiesLow Cost OperatorsConsumer Discretionary
IP Research Analysis
March 26, 2024
Evolution Gaming's Asia and Crypto Risk
In Practise Research
IP ResearchEvolutionPlaytechPragmatic PlaySwitching CostsB2B SoftwareConsumer Discretionary
IP Research Analysis
March 20, 2024
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Research
IP ResearchConstellation SoftwareVitec SoftwareDanaherHEICOTransDigm GroupLagercrantz GroupLifcoTeqnionSdiptechStorskogen GroupIndutradeRoperHalmaDiplomaJudges ScientificBergman & BevingAMETEKSwitching CostsProcess PowerB2B SoftwareSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesB2B MiddlemenInformation TechnologyHealth CareIndustrials
IP Research Analysis
March 12, 2024
Credit Acceptance vs Westlake: Loan Origination Process
In Practise Research
IP ResearchCredit AcceptanceWestlake Financial ServicesCapital One FinancialCornered ResourceProcess PowerInsurers & FinancialsFinancials
IP Research Survey
March 4, 2024
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
IP ResearchACV AuctionsManheimCarvanaCarMaxCox AutomotiveOPENLANEADESANetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary
IP Research Survey
February 27, 2024
Trupanion & TRUP Express: Vet Practice Owners
IP ResearchTrupanionInsurers & FinancialsFinancials
IP Research Analysis
February 20, 2024
Discount Gyms, Domino’s, & Hotelling’s Location Model
In Practise Analysis
IP ResearchBasic FitThe GymPlanet FitnessDominos PizzaDomino's Pizza EnterprisesWingstopRestaurant Brands InternationalScale EconomiesProcess PowerBrand EquityLow Cost OperatorsFranchisorsConsumer Discretionary
IP Research Survey
February 6, 2024
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
IP ResearchAshtead GroupUnited RentalsHerc RentalsSerial AcquirerIndustrials
IP Research Analysis
January 31, 2024
Burford Capital: Risk from Insurance-Backed Financing
In Practise Analysis
IP ResearchBurford CapitalOmni BridgewayCornered ResourceProcess PowerInsurers & FinancialsFinancials
IP Research Analysis
December 12, 2023
Burford Capital: Law Firm Survey
In Practise Surveys
IP ResearchBurford CapitalOmni BridgewayCornered ResourceProcess PowerInsurers & FinancialsFinancials