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October 17, 2025

Thryv: SMB Data Advantage & Keap-Driven Expansion

Former EVP at Vendasta
Partner Interview
ThryvYextHubSpotSalesforceMicrosoftGoogleIntuitOracleGoDaddySwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
October 16, 2025

Gartner: Seat Strategy & Multi-Year Retention

Former Vice President of Sales Operations & Strategy at Gartner
Partner Interview
GartnerMicrosoftSalesforceAccentureOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareB2B MiddlemenInformation Technology
October 16, 2025

Heartland Express, Schneider, and the U.S. Truckload Market: Drivers’ Impact on OR

Former Operations Manager at Schneider National
IP Interview
Heartland ExpressSchneider NationalJB Hunt Transport ServicesFedExUnited Parcel ServiceA.P. Moller - MaerskKnightSwift TransportationWerner EnterprisesLandstar SystemPhysical Infra & NetworksIndustrials
October 16, 2025

Turning Point Brands: FRE Shelf Entry in a ZYN-Dominated Category

Former Category Manager at Family Dollar
Partner Interview
Turning Point BrandsPhilip Morris InternationalBritish American TobaccoConsumer Staples
October 16, 2025

Acme United: First Aid Market & Cintas Competition

Former VP at Acme United
Partner Interview
Acme UnitedCintas CorpHoneywellIndustrialsConsumer Staples
October 16, 2025

Latham Group: Fiberglass Focus & Dealer Challenges

Former Sales Manager at Latham Group
Partner Interview
LathamPoolLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
October 16, 2025

Avantor: Market Share Stability & Switching Costs

Former President at Avantor
Partner Interview
AvantorThermo Fisher ScientificCorningDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
October 16, 2025

ESCO Technologies: Operating Culture & Aerospace Subsidiary

Former Executive at ESCO Technologies subsidiary
Partner Interview
ESCOHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology
October 16, 2025

Avantor: Distribution Headwinds & Bioscience Portfolio

Former VP at Avantor
Partner Interview
AvantorThermo Fisher ScientificCorningSartorius Stedim BiotechDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
October 15, 2025

QXO: Manufacturer-Distributor Power Dynamics in US Building Product Market

Former EVP at Carlisle Construction Materials
IP Interview
Builders FirstSourceCarlisle CompaniesQXOThe Home DepotLowesGAF RoofingJohns ManvilleScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
October 15, 2025

Acuren: Energy Testing, Inspection & Certification

Former VP at Acuren
Partner Interview
Acuren CorporationAPi GroupIndustrials
October 15, 2025

Braze: E-Commerce Use Cases & Personalization

Braze Partner
Partner Interview
BrazeSalesforceAdobeSwitching CostsB2B SoftwareInformation Technology
October 13, 2025

Global-E: Cross Border E-Commerce & Shopify Bargaining Power

Former VP at Global-E
Partner Interview
GlobalE OnlineShopifyTHGSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
October 13, 2025

Kneat: Consumer Products Validation

Former VP at Johnson & Johnson
IP Interview
KneatcomVeevaHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials
October 13, 2025

Braze: Partner Perspective & Competitive Environment

Braze Partner
Partner Interview
BrazeAdobeSalesforceSwitching CostsB2B SoftwareInformation Technology
October 13, 2025

HBX Group: Wholesaler Margins & Pre-Buys

Former Director at WebBeds
Partner Interview
HBX Group International PlcExpediaWeb Travel Group LimitedTbo Tek LtdBooking HoldingsNetwork EffectsMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
October 13, 2025

Uber: Waymo GTM & Autonomous Vehicle Economics

Former Program Manager at Waymo
Partner Interview
UberWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer Discretionary
October 13, 2025

Constellation Software: Vela Operating Culture & AI Risk

Former Portfolio Manager at Vela Software
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
October 13, 2025

Franklin Covey: Sales Culture & AI

Former Executive at Franklin Covey
Partner Interview
Franklin CoveyIndustrials
October 13, 2025

Somero: Low-End Disruption & EU Competitive Landscape

Current Director at a Concrete Flooring Equipment Dealership
IP Interview
Somero EnterprisesDoverOEMs w/ Installed BaseIndustrials