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Apr 28, 2026

Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning

IP Interview

Salesforce•US•Large CapAnthropicOpenAIDatabricksConstellation SoftwareCHAPTERSTopicusMicrosoftServiceNowSwitching CostsB2B SoftwareSerial AcquirerPhysical Infra & NetworksInformation TechnologyHealth Care

Feb 23, 2026

Constellation Software: UK Healthcare VMS & Selling to the NHS

Partner Interview

Constellation Software•CA•Large CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials

Jan 29, 2026

Topicus: Dutch Primary Education and AI Risks & Opportunities

Partner Interview

Topicus•CA•Mid CapConstellation SoftwareSwitching CostsSerial AcquirerB2B SoftwareInformation Technology

Jan 28, 2026

Roper Technologies: Leadership, AI Strategy Execution Challenges & Customer Retention Risks

Partner Interview

Roper•US•Large CapConstellation SoftwareTopicusLumine GroupSwitching CostsSerial AcquirerB2B SoftwareIndustrialsInformation Technology

Jan 19, 2026

Constellation Software, Trapeze & Private vs Public Customer Switching Costs

Partner Interview

Constellation Software•CA•Large CapTopicusLumine GroupSwitching CostsSerial AcquirerB2B SoftwareInformation Technology

Jan 15, 2026

Constellation Software: Public Sector Churn & Switching Costs

Partner Interview

Constellation Software•CA•Large CapTopicusAsseco Poland Socit AnonymeRoperLumine GroupSwitching CostsSerial AcquirerB2B SoftwareInformation TechnologyIndustrials

IP Research Analysis

Nov 11, 2025

Constellation Software: Incentive Structure & Organic Growth

IP Research

Constellation SoftwareLumine GroupTopicusRoperConstellation SoftwareLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials

IP References

Oct 24, 2025

Mark Miller, President of Constellation Software

IP Reference Checks

Management CheckConstellation Software•CA•Large CapTopicusLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation Technology

Oct 13, 2025

Constellation Software: Vela Operating Culture & AI Risk

Partner Interview

Constellation Software•CA•Large CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials

Sep 27, 2025

Constellation Software & Roper: AI Threats to VMS Stickiness

Partner Interview

Constellation Software•CA•Large CapRoperTopicusLumine GroupCHAPTERSSoftware CircleSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsHealth Care

Weekly update

Sep 9, 2025

Copart, GEICO vs Progressive, Meta, CSU AI Risk, TransDigm Demand Drivers

IAACopartTopicusThe AllstateConstellation SoftwareIAACopartTopicusThe AllstateConstellation Software

Sep 8, 2025

Topicus: Education Software AI Efficiencies

Partner Interview

Constellation Software•CA•Large CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials

Sep 8, 2025

Constellation Software: Modaxo and AI Impact on Transportation Software

Partner Interview

Constellation Software•CA•Large CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials

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Constellation Software: Sales Organization Structure & Monthly BUSR Process

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Constellation Software: M&A Deal Sourcing, Execution & Portfolio Management

Harris Computer: Building a French Software Platform from €16M to €66M

Constellation Software: Vela Operating Strategy & Portfolio Management Approach

Constellation Software: Trapeze & Transportation Software Customer Stickiness

Constellation Software: Harris Computer Portfolio, Organic Growth & AI Impact

Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning

Constellation Software: UK Healthcare VMS & Selling to the NHS

Topicus: Dutch Primary Education and AI Risks & Opportunities

Roper Technologies: Leadership, AI Strategy Execution Challenges & Customer Retention Risks

Constellation Software, Trapeze & Private vs Public Customer Switching Costs

Constellation Software: Public Sector Churn & Switching Costs

Constellation Software: Incentive Structure & Organic Growth

Mark Miller, President of Constellation Software

Constellation Software: Vela Operating Culture & AI Risk

Constellation Software & Roper: AI Threats to VMS Stickiness

Copart, GEICO vs Progressive, Meta, CSU AI Risk, TransDigm Demand Drivers

Topicus: Education Software AI Efficiencies

Constellation Software: Modaxo and AI Impact on Transportation Software