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Found 1000+ results in 6ms
Nov 18, 2025

e.l.f. Beauty: Rhode Acquisition Rationale & Integration

Former Director of Marketing and Product Development at NARS Cosmetics
Partner Interview
e.l.f. Beauty•US•Mid CaprhodeUlta BeautySephoraRevlonShiseidoConsumer StaplesConsumer Discretionary
Nov 18, 2025

Klarna & BNPL Market: Credit Risk & Competitive Dynamics

Former Head of US Credit Risk at Klarna
Partner Interview
Klarna Group plc•GB•Large CapZipPayPalSezzleAfterpayAffirmFinancialsInformation Technology
Nov 18, 2025

The Middleby Corporation: Rational AG Strategy & Culture

Former Key Account Director at Rational AG
Partner Interview
The Middleby•US•Mid CapRATIONAL AGIllinois Tool WorksIndustrials
Nov 18, 2025

Vinted, Poshmark, & eBay: UK Second Hand Marketplaces

Former Managing Director of Poshmark
Partner Interview
Schibsted ASA•NO•Mid CapVintedeBayNetwork EffectsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Nov 18, 2025

DCC & Butagaz: French LPG Market Trends & M&As

Former Managing Director at DCC/Butagaz
Partner Interview
DCC•IE•Mid CapEnergyIndustrials
Nov 18, 2025

Centene Corporation & US Health Insurance

Former EVP at Centene Corporation
Partner Interview
Centene•US•Large CapElevance HealthHealth Care
Nov 18, 2025

Inter Cars: Soft-Franchise Economics, Logistics Moat, and Pricing Control

Former Head of Sales at Inter Cars
IP Interview
Inter Cars•PL•Mid CapOReilly AutomotiveAdvance Auto PartsAutoZoneNAPA Auto PartsAuto PartnerScale EconomiesB2B MiddlemenConsumer Discretionary
Nov 17, 2025

TSMC: Customer Switching Costs & Mature-Node Economics

Former VP of Foundry Operations and Technology at Analog Devices
Partner Interview
TSMC•TW•Mega CapIntelAnalog DevicesSamsung SDS Co.,Ltd.NVIDIAAppleUMC, Inc.Switching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryIndustrials
Nov 17, 2025

HomeServe: UK's HVAC M&A Market

Former Acquisitions Director at HomeServe
Partner Interview
HomeServe•GBIndustrials
Nov 17, 2025

The Middleby Corporation: Organic Growth Challenges & The Role of Distributors

Former GM at Middleby
Partner Interview
The Middleby•US•Mid CapRATIONAL AGIllinois Tool WorksWelbiltIndustrials
Nov 17, 2025

Geely & Chinese EV Penetration in Europe

Former Head of Future Mobility at Zeekr, Geely Group
Partner Interview
Geely Automobile•HK•Large CapBYDNIOXPengLi AutoTeslaFord Motor CompanyVolkswagenBrand EquityProcess PowerConsumer Discretionary
Nov 17, 2025

Swiss Marketplace Group: Swiss Real Estate Market & Brokerage Economics

Current Director at a Swiss Real Estate Brokerage
Partner Interview
SMG Swiss Marketplace GroupRightmoveHemnetBaltic Classifieds GroupVend Marketplaces ASAREA GroupNetwork EffectsAuctions & ClassifiedsCommunication Services
Nov 17, 2025

Heartland Express: Economics of Dedicated vs One-Way Truckload

Former Director at CFI
IP Interview
Heartland Express•US•Small CapSchneider NationalJB Hunt Transport ServicesFedExMainfreightUnited Parcel ServiceC.H. Robinson Worldwide IncPhysical Infra & NetworksIndustrials
Nov 17, 2025

Swiss Marketplace Group: AutoScout and the Swiss Used-Car Market

Former Automotive Director at Swiss Marketplace Group
Partner Interview
SMG Swiss Marketplace GroupAuto Trader GroupVend Marketplaces ASAAUTO1Baltic Classifieds GroupCommunication ServicesConsumer Discretionary
Nov 15, 2025

Monday.com vs Airtable, and AI Workflows

Former Vice President at Warner Bros Discovery Inc
Partner Interview
mondaycom•IL•Mid CapAirtableB2B SoftwareInformation TechnologyCommunication Services
Nov 15, 2025

Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation

Former Engineering Leader at American Airlines
Partner Interview
Google•US•Mega CapMicrosoftAmazonInternational Business MachinesOracleSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerB2B SoftwareInformation TechnologyCommunication ServicesConsumer Discretionary
Nov 15, 2025

KKR & Co: Reinsurance Strategy

Former Vice President at KKR
Partner Interview
KKR•US•Large CapApollo Global ManagementInsurers & FinancialsFinancials
Nov 15, 2025

Semiconductor Manufacturing & Packaging: Hybrid Bonding

Former IBM Engineering Manager & GlobalFoundries Executive
Partner Interview
BE Semiconductor Industries•NL•Large CapTaiwan Semiconductor Manufacturing Company LimitedApplied MaterialsNVIDIAASMLIntelAdvanced Micro DevicesSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Nov 15, 2025

James Hardie: AZEK Acquisition

Former Executive VP of Strategic Accounts at Builders FirstSource
Partner Interview
James Hardie Industries plc•IE•Large CapBuilders FirstSourceMaterialsIndustrials
Nov 15, 2025

IAA: Winning Share from Copart

Claims Manager at Progressive Insurance
Partner Interview
Copart•US•Large CapIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary