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Jun 1, 2026
Sygnity: VMS Switching costs, Mission Criticality & AI Impact
Partner Interview
Sygnity•PL•Small CapConstellation SoftwareTopicusAsseco Poland Socit AnonymeSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyMay 28, 2026
Constellation Software: Municipal Utility Tech Stack & CIS Switching Costs
Partner Interview
Constellation Software•CA•Large CapTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
Weekly update
May 28, 2026
AWS vs OpenAI, CoStar, & Constellation’s AI Risk
AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle
May 27, 2026
Constellation Software: Optimising Professional Services
IP Research Analysis
May 13, 2026
Constellation Software: Portfolio Analysis & AI Risk
IP Research
IP ResearchConstellation Software•CA•Large CapTopicusLumine GroupSygnitySwitching CostsB2B SoftwareSerial AcquirerInformation Technology
May 12, 2026
Constellation Software: TfL Customer Perspective on 17-Year Trapeze Contract
Partner Interview
Constellation Software•CA•Large CapSiemensContinentalTopicusIVU Traffic TechnologiesSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsConsumer DiscretionaryMay 11, 2026
Trapeze Margins, Standardisation, & Culture vs IVU
May 9, 2026
IVU Traffic: Managing Project Implementation
Apr 28, 2026
Constellation Software: Sales Organization Structure & Monthly BUSR Process
Weekly update
Apr 28, 2026
Q1 26 Top Interviews: SAP, SaaS & the Agentic ERP
Sap Se•DE•Large CapGoogleMicrosoftAnthropicOpenAIConstellation Software
Apr 26, 2026
Constellation & Trapeze US: ITCS Hardware Pricing
Apr 23, 2026
Tracsis: GTR Case Study & UK Rail Planning Software
Mar 31, 2026
Jonas Club: Private Club Software Moat & Customer Switching Costs
Partner Interview
Constellation Software•CA•Large CapOpenTableCHAPTERSTopicusRoperLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsMar 29, 2026
Constellation Software: M&A Deal Sourcing, Execution & Portfolio Management
Partner Interview
Constellation Software•CA•Large CapLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsMar 26, 2026
Harris Computer: Building a French Software Platform from €16M to €66M
Mar 6, 2026
Constellation Software: Vela Operating Strategy & Portfolio Management Approach
Partner Interview
Constellation Software•CA•Large CapLumine GroupTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyMar 6, 2026
Constellation Software: Trapeze & Transportation Software Customer Stickiness
Partner Interview
Constellation Software•CA•Large CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsMar 6, 2026
Constellation Software: Harris Computer Portfolio, Organic Growth & AI Impact
Partner Interview
Constellation Software•CA•Large CapTopicusCHAPTERSLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareWeekly update
Mar 3, 2026
IP Management Reference Checks: Carvana, Applovin, TransDigm, Airbnb, Judges Scientific
AirbnbCarvanaApplovinConstellation SoftwareAirbnbCarvanaApplovinConstellation Software
Feb 25, 2026
Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning
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