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October 2, 2025

Latham Group: Fiberglass Strategy & Dealer Dynamics

Pool Dealer
Partner Interview
LathamPoolLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
October 2, 2025

Blackline Safety: GTM & Distribution Strategy

Current Blackline Safety Distributor
Partner Interview
Blackline SafetyHoneywellMSA SafetyFortive CorporationDrgerwerkIndustrialsInformation TechnologyHealth Care
October 2, 2025

Heartland Express & the U.S. FTL Market: Partials and Dedicated Contracts

Former VP of Transportation at Walmart
IP Interview
Heartland ExpressJB Hunt Transport ServicesWerner EnterprisesKnightSwift TransportationThe Home DepotXPOOld Dominion Freight LineMainfreightSaiaFedExUnited Parcel ServicePhysical Infra & NetworksIndustrialsConsumer Discretionary
October 2, 2025

Middleby Corporation: Rational AG Competition

Former Director at Rational AG
Partner Interview
The MiddlebyRATIONAL AGIllinois Tool WorksIndustrials
October 2, 2025

US Homebuilding: Power Home Remodeling Group & Vinyl Siding Competition

Former VP at Power Home Remodeling
Partner Interview
Builders FirstSourceJames Hardie IndustriesLouisiana-PacificCertainTeedBeacon Roofing SupplyQXOScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsMaterialsInformation Technology
October 2, 2025

CertainTeed, Hardie, & Vinyl Siding Competition

Former Sales Manager at CertainTeed
Partner Interview
CertainTeedBuilders FirstSourceSaint-GobainLouisiana-PacificJames Hardie IndustriesScale EconomiesIndustrialsMaterials
October 2, 2025

Nebius Group: Toloka & GenAI Data

Former Executive at Toloka
Partner Interview
Nebius GroupMetaOpenAIMicrosoftAmazonGoogleNetwork EffectsSwitching CostsScale EconomiesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary
October 2, 2025

Grifols: Family Management Culture

Former Divisional Executive at Grifols
Partner Interview
GrifolsHealth Care
October 2, 2025

Global-E: Shopify Relationship & Competition

Former VP at Global-E
Partner Interview
GlobalE OnlineShopifySPS CommerceSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
October 2, 2025

Blue Owl Capital: Direct Lending Competition

Former Executive at Blue Owl Capital
Partner Interview
Blue Owl CapitalApollo Global ManagementKKRBrookfieldThe CarlyleAres ManagementBlackstoneInsurers & FinancialsFinancials
October 1, 2025

Wayfair: CastleGate Multichannel Fulfillment

Former Head of Product at Wayfair
Partner Interview
WayfairAmazonWilliams-SonomaRHhome24ArhausThe Home DepotBeyond, Inc.WalmartDHLFedExCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer StaplesIndustrials
September 30, 2025

Avantor: Lab Distribution Market Structure

Former Director at Thermo Fisher Scientific
Partner Interview
AvantorThermo Fisher ScientificCorningSartoriusDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
Weekly update
September 30, 2025

Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk

IAASafranCopartAmazonAirbusRoperRTX
September 29, 2025

GXO Logistics: CEO Transition Impact on Operations & Culture

Former VP, Life Sciences & Healthcare at DHL Supply Chain
Partner Interview
DHLGXO LogisticsFedExAmazonShopifyUnited Parcel ServiceScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerB2B SoftwareIndustrialsConsumer DiscretionaryInformation Technology
September 29, 2025

Avantor: Prime Distributor Relationships & Fisher Scientific Competition

Former Director at Thermo Fisher Scientific
Partner Interview
AvantorThermo Fisher ScientificCorningSartorius Stedim BiotechDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
September 29, 2025

Avantor: Post-Pandemic Bioprocessing Competitive Landscape

Former President at Cytiva
Partner Interview
AvantorCytivaDanaherSartorius Stedim BiotechMerckThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerMaterialsHealth Care
September 29, 2025

Games Workshop: IP Development & Amazon Deal

Former Director at Games Workshop
Partner Interview
Games WorkshopAmazonScale EconomiesNetwork EffectsSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
September 29, 2025

Copart, IAA and the International Salvage Market: A Buyer’s Perspective

Former International Vehicle Buyer (Copart)
IP Interview
CopartIAARitchie Bros AuctioneersCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsPhysical Infra & NetworksVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary
September 27, 2025

Constellation Software & Roper: AI Threats to VMS Stickiness

Former VP at Roper Technologies
Partner Interview
Constellation SoftwareRoperTopicusLumine GroupCHAPTERSSoftware CircleSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsHealth Care
September 25, 2025

Safran, Zodiac, & Aerospace Seats & Interiors

Former Executive at Safran
IP Interview
SafranRTXAirbusThe BoeingProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials