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Nov 14, 2025

Root Inc: Embedded Distribution vs D2C

Former Product Manager at Root Inc.
Partner Interview
RootUSSmall CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsVertically Integrated RetailerSerial AcquirerFinancialsConsumer Discretionary
Nov 14, 2025

Zip Co Ltd: US Market, M&A & Customer Acquisition

Former Chief Growth Officer at Zip Co
Partner Interview
ZipAUMid CapSezzleFinancials
Nov 13, 2025

Flywire Corporation: UK University Customer Perspective

Head of Student Services at UK University
Partner Interview
FlywireUSSmall CapWiseAirwallexPayoneer GlobalWestern UnionEburyScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
Nov 13, 2025

The Middleby Corporation: Distributor Perspective

President of Tri-Mark
Partner Interview
The MiddlebyUSMid CapIndustrials
Nov 13, 2025

RBC Bearings & US Industrial Bearing Products & Market

Strategic Account Manager at RBC's Bearning's distributor
IP Interview
RBC BearingsUSMid CapScale EconomiesSwitching CostsMission Critical Products & ServicesIndustrials
Nov 13, 2025

Elevance, Centene & US Health Insurance

Former Network Management Director at Elevance Health
Partner Interview
Elevance HealthUSLarge CapCenteneHealth Care
Nov 13, 2025

Secure Energy Services & the Canadian Industrial Waste Market

Former Business Development Executive at Secure Energy Services
Partner Interview
Secure Energy ServicesCAMid CapSecure Waste InfrastructureEnergyIndustrials
Nov 13, 2025

Floor & Decor: Container Economics & Stockout-Smart Logistics

Former Manager - Process and Solutions & International Logistics - Floor & Decor
IP Interview
Floor & DecorUSMid CapThe Home DepotBuildDirectcomQXOLowesMenardsScale EconomiesB2B MiddlemenSerial AcquirerConsumer DiscretionaryInformation Technology
Nov 12, 2025

Vend Marketplaces,. Blocket, & Competition in the Nordics

Former EVP Technology at Schibsted
Partner Interview
Schibsted ASANOMid CapVend Marketplaces ASABaltic Classifieds GroupAUTO1Auto Trader GroupHemnetNetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer Discretionary
Nov 11, 2025

Floor & Decor: Direct Sourcing & Retail Strategy

Former Merchandising Vice President at Floor and Decor
IP Interview
Floor & DecorUSMid CapBuildDirectcomQXOLowesThe Home DepotMohawk IndustriesMenardsScale EconomiesB2B MiddlemenSerial AcquirerConsumer DiscretionaryInformation Technology
Nov 11, 2025

RBC Bearings, Dodge, & Industrial Bearing Components

Former Sales Engineer at Dodge Industrial, RBC Bearings
Partner Interview
RBC BearingsUSMid CapThe TimkenScale EconomiesSwitching CostsMission Critical Products & ServicesIndustrials
Nov 11, 2025

Fever-Tree, Molson Coors, & US Retail Distribution

Former VP, National Retail at Fever-Tree Drinks
Partner Interview
Fevertree DrinksGBSmall CapQ MixersBrand EquityUnique IP & BrandsConsumer Staples
Nov 11, 2025

Watches of Switzerland Group: Tariffs & the Evolving Distribution Landscape

Former World Service Logistics Manager at Rolex
Partner Interview
Watches of Switzerland GroupGBSmall CapRichemontKeringLVMHRolexBrand EquityUnique IP & BrandsConsumer Discretionary
IP Research Analysis
Nov 11, 2025

Constellation Software: Incentive Structure & Organic Growth

IP Research
Constellation SoftwareLumine GroupTopicusRoperConstellation SoftwareLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
Nov 11, 2025

Cellebrite: European Market Procurement

Former Sales Executive at Cellebrite
IP Interview
Cellebrite DIILSmall CapNuixPalantirMagnet ForensicsThoma BravoInformation Technology
Nov 11, 2025

Games Workshop: North America Operations & Capacity Constraints

Former Director at Games Workshop
Partner Interview
Games WorkshopGBMid CapAmazonScale EconomiesNetwork EffectsSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Nov 11, 2025

Mercado Libre: Mexico’s Fulfillment Buildout

Former Operations Director at Mercado Libre
Partner Interview
MercadoLibreUYLarge CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 11, 2025

Mercado Libre: Mercado Pago Buildout & Nubank Competition

Former Executive at Mercado Libre
Partner Interview
MercadoLibreUYLarge CapRevolutNuConsumer DiscretionaryFinancials
Nov 10, 2025

nCino: Cross-Selling & US vs International Growth

Former Chief Marketing Officer at nCino
Partner Interview
nCinoUSMid CapTemenosFiservInfosysOracleFidelity National Information ServicesBlend LabsSwitching CostsB2B SoftwareInformation TechnologyFinancialsConsumer Discretionary
Nov 10, 2025

Blackline Safety: Aramco Opportunity & Regulatory Pathway

Current Sales Manager at Total Safety
IP Interview
Blackline SafetyCASmall CapHoneywellMSA SafetyFortive CorporationDrgerwerkIndustrialsInformation TechnologyHealth Care