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Nov 7, 2025

nCino Banking Technology & Platform

Former Principal at nCino Inc
Partner Interview
nCino•US•Mid CapFiservAlkamiTemenosInformation TechnologyFinancials
Nov 7, 2025

Centene and Elevance Health: Business Model, Culture and Leadership

Former Regional Vice President at Centene Corporation
Partner Interview
Centene•US•Large CapElevance HealthHealth Care
Nov 7, 2025

Brown & Brown, Risk Strategies, & Accession Risk Acquisition

Founder and Former CEO of NICG (acquired by Risk Strategies)
Partner Interview
Brown & Brown•US•Large CapInsurers & FinancialsSerial AcquirerFinancials
Nov 7, 2025

Acme United: Cammilus and Cuda

Former Brand Manager at Acme United Corporation
Partner Interview
Acme United•US•Small CapIndustrialsConsumer Staples
Nov 7, 2025

BNSF & US Rail Roads: a Customer's Perspective

Former Manager at BNSF Railway
Partner Interview
Berkshire Hathaway•US•Mega CapUnion PacificCKPCBNSF RailwayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Nov 7, 2025

Thermo Fisher vs Danaher: Business Model and Competitive Positioning

Former Director, Corporate Strategy & Business Development at Thermo Fisher Scientific
Partner Interview
Thermo Fisher Scientific•US•Mega CapDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Nov 7, 2025

Asseco Poland: Polish Vertical Software Market

Former Healthcare Director at Asseco Poland
Partner Interview
Asseco Poland Socit Anonyme•PL•Large CapSygnityInformation Technology
Nov 7, 2025

Watches of Switzerland Group USA: A Brand's Perspective

Former VP at Van Cleef & Arpels, Richemont
Partner Interview
Watches of Switzerland Group•GB•Small CapRichemontKeringLVMHBrand EquityUnique IP & BrandsConsumer Discretionary
Nov 6, 2025

Ryerson: Value-Added Services & Operational Challenges

Former General Manager at Ryerson
Partner Interview
Ryerson•US•Small CapRelianceOlympic SteelKloeckner Metals CorporationRussel MetalsMaterialsIndustrials
IP Research Analysis
Nov 6, 2025

Danaher, Aldevron, Intangible & Goodwill Impairments

IP Research
IP ResearchDanaher•US•Large CapThermo Fisher ScientificSartoriusSartorius Stedim BiotechSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Nov 6, 2025

Paycom: AI Agent Strategy, Integration Trade-offs & the Upmarket Push

Former VP at Paycom
Partner Interview
Paycom Software•US•Large CapRipplingPaylocityPaycor HCMPaychexDayforceWorkdayOracleSap SeSwitching CostsB2B SoftwareIndustrialsInformation Technology
Nov 4, 2025

Accelerant Holdings: A One-Stop Insurance MGA Platform

Former Executive Vice President, Orchid Insurance, Brown & Brown
Partner Interview
Accelerant Holdings•KY•Mid CapRyan Specialty GroupChubbMarkelKinsale Capital GroupBrown & BrownW. R. BerkleyProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Nov 4, 2025

Root Inc: Telematics Commoditization & Incumbents Competition

Former Senior Vice President at GEICO
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Nov 4, 2025

Eurowag: Vertical Integration & UTA Competition

Former Director at UTA Edenred
Partner Interview
Eurowag•GB•Small CapEdenredWEXCorpayInformation TechnologyFinancials
Nov 4, 2025

Bloomsbury Publishing: Trade Books Market, AI & Nigel Newton's Legacy

Former Head of Marketing at Bloomsbury Publishing
Partner Interview
Bloomsbury Publishing•GB•Small CapLouis Hachette Group SASpringer Nature AG & Co. KGaA IJohn Wiley & SonsScholasticCommunication Services
Nov 4, 2025

Armstrong World Industries: Templok Acquisition

Former Senior Scientist at Armstrong World Industries
Partner Interview
Armstrong World Industries•US•Mid CapUSG CorporationCertainTeedTopBuildBuilders FirstSourceKnaufIndustrialsConsumer Discretionary
Nov 4, 2025

The Trade Desk: Strategic Value of Ventura OS

Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapRokuMagniteGoogleAmazonNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Nov 4, 2025

Medpace: CRO Customer Interactions

Former Clinical Trial Executive at Medpace
Partner Interview
Medpace•US•Large CapICONCharles River Laboratories InternationalIQVIAHealth Care
Nov 4, 2025

Computer Modelling Group: Customer Cost Pressures

CMG Customer
Partner Interview
Computer Modelling•CA•Small CapSchlumbergerConstellation SoftwareSwitching CostsB2B SoftwareInformation TechnologyEnergy
Nov 3, 2025

Eurowag: UTA’s Platform Overhaul & Tech Debt

Former Director at UTA Edenred
Partner Interview
Eurowag•GB•Small CapEdenredWEXCorpayInformation TechnologyFinancials