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Nov 3, 2025
Eurowag: UTA’s Platform Overhaul & Tech Debt
Former Director at UTA Edenred
Partner Interview
Eurowag•GB•Small CapEdenredWEXCorpayInformation TechnologyFinancialsNov 3, 2025
Incumbent Auto OEMs: Gigacasting Gaps, Legacy-Line Constraints & Cultural Bottlenecks
Former Project Specialist at ŠKODA
Partner Interview
BYDNIOXPengLi AutoTeslaRivian AutomotiveVolkswagenBYDNIOXPengLi AutoTeslaRivian AutomotiveVolkswagenBrand EquityProcess PowerConsumer DiscretionaryNov 3, 2025
Bloomsbury Publishing: Niche Content & Data VS. AI Threats
Former Digital Development Director at Bloomsbury Publishing
Partner Interview
Bloomsbury Publishing•GB•Small CapLouis Hachette Group SAScholasticJohn Wiley & SonsSpringer Nature AG & Co. KGaA ICommunication ServicesNov 3, 2025
Copart: International Growth, Dealer-Led Exports, and the ‘Pure Sale’ Advantage
Former Sales Manager at Lion Trans
Nov 3, 2025
Bruker: Products Overview
Former VP at Bruker
Partner Interview
Bruker•US•Mid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss MeditecSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation TechnologyNov 3, 2025
Root Inc: OEM Partnerships & Vehicle Data
Former VP, Insurance at Tesla
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesBrand EquityProcess PowerInsurers & FinancialsSerial AcquirerFinancialsConsumer DiscretionaryNov 3, 2025
Eurowag: DKV Platform & Telematics Fragmentation
Current VP at DKV
Partner Interview
Eurowag•GB•Small CapEdenredWEXCorpayInformation TechnologyFinancialsOct 31, 2025
Braze: SMB vs Enterprise Dynamics
Current Braze Partner
Partner Interview
Braze•US•Mid CapKlaviyoSalesforceAdobeSwitching CostsB2B SoftwareInformation TechnologyOct 31, 2025
HomeServe: HVAC Rollup Case Study
Former Executive at HomeServe
Partner Interview
HomeServe•GBTrane TechnologiesDaikin IndustriesCarrier EnterpriseIndustrialsOct 31, 2025
Wolters Kluwer: Pricing Vulnerabilities
Former Chief Medical Information Officer for an Academic Health System
Partner Interview
Wolters Kluwer•NL•Large CapRELXATHENAHEALTH INCNextGen HealthcareIndustrialsHealth CareOct 29, 2025
Global-E: Competitive Intensity & Market Share Shifts
Former VP as ESW
Partner Interview
GlobalE Online•IL•Mid CapShopifySwitching CostsB2B SoftwareConsumer DiscretionaryInformation TechnologyOct 29, 2025
Shift4: Processing-Led Expansion, Proprietary POS Stickiness and Global M&A
Former V.P. of Sales at Shift4
Partner Interview
Shift4 Payments•US•Mid CapIngenicoAdyenPayPalPARNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyOct 29, 2025
Cellebrite: Pathfinder Product Origins
Former Executive at Cellebrite
Oct 28, 2025
Bloomsbury Publishing: Academic Publishing & Digital Resources
Former Assistant Marketing Manager at Bloomsbury Publishing
Partner Interview
Bloomsbury Publishing•GB•Small CapLouis Hachette Group SASpringer Nature AG & Co. KGaA IJohn Wiley & SonsScholasticCommunication ServicesOct 28, 2025
InPost: Yodel’s Acquisition and the UK Out-of-Home Market
Former Director at Yodel
Partner Interview
InPost•LU•Mid CapRoyal MailAmazonDHLUnited Parcel ServiceAllegroScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer DiscretionaryOct 28, 2025
Bruker: Platform Structure, Moats and Challenges
Former VP at Bruker
Partner Interview
Bruker•US•Mid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss MeditecSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation TechnologyOct 28, 2025
GXO: WMS Standardization, SG&A Leverage and Launch Execution
Former Senior Executive at GXO Logistics
Partner Interview
GXO Logistics•US•Mid CapDHLFedExBlue YonderManhattan AssociatesPrologisPhysical Infra & NetworksIndustrialsInformation TechnologyReal EstateOct 28, 2025
FTAI Aviation: Vertical Integration Gains & PMA
Former Director at Korry Electronics
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral ElectricTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsOct 27, 2025
Wayfair: Multichannel Monetization & Competitive Positioning
Former Senior Operations Executive at Wayfair
Oct 27, 2025
Ashtead Technology: Operating Model, Vessel Relationships, and the Subsea Equipment Rental Value Chain
Former Account Manager at Halliburton