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November 22, 2024
CCC Intelligent Solutions: Culture & Net Dollar Retention Opportunity
Former Vice President at CCC Information Services
November 22, 2024
Daily Journal vs Tyler Technologies: A Customer's Perspective
Former Executive at the National Center for State Courts
Partner Interview
Daily JournalTyler TechnologiesEquivantSwitching CostsB2B SoftwareInformation Technology
Weekly update
November 21, 2024
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
LifcoADESAAddtechVitrolifeCettireCarvanaDanaherHalmaTeslaDiplomaAutoNationWestwingGXO LogisticsKeringBONESUPPORTFevertree DrinksOPENLANEManhattan AssociatesKinsale Capital Group
November 21, 2024
Kering, Gucci, & Selling Overstock through the Luxury Gray Market
Senior Executive at a Large Italian Wholesaler
November 19, 2024
Becton Dickinson: M&A History, Culture & Management
Former Senior Executive at Becton Dickinson
Partner Interview
Becton Dickinson andWest Pharmaceutical ServicesMedtronicJohnson & JohnsonStevanato GroupStrykerHealth CareNovember 19, 2024
Manhattan Associates: WMS Customer Switching Costs
Former Senior Executive at GXO Logistics
IP Research Resource
November 19, 2024
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
DanaherBergman & BevingLagercrantz GroupHalmaDiplomaLifcoSDI GroupJudges ScientificVeraltoAddtechPerimeter SolutionsSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerB2B MiddlemenHealth CareIndustrialsInformation TechnologyMaterials
November 19, 2024
Hermes: New Collections & European vs Asian Customer
Former Merchandising Executive at Hermes
Partner Interview
HermèsLVMHKeringBrunello CucinelliBrand EquityUnique IP & BrandsConsumer DiscretionaryNovember 18, 2024
Kinsale Capital: Management, Hiring Policy & Expansion
Former Senior Vice President at Kinsale Insurance
Partner Interview
Kinsale Capital GroupArch Capital GroupMarkelJames River GroupW. R. BerkleyProcess PowerInsurers & FinancialsFinancialsNovember 18, 2024
Cettire & the Luxury Goods Gray Market
Founder of Cettire Competitor
November 18, 2024
Vitrolife: Igenomix Economics & Insourcing Risks
Former Commercial Executive at Igenomix
November 15, 2024
Fever Tree vs Q Mixers: Off-Premise Sales & Distribution
Former Vice President of Sales at Q Mixers
November 15, 2024
Westwing: EU Online Furniture Market Opportunity
Former Senior Executive at Westwing
Partner Interview
WestwingWayfairMaisons du Mondehome24Counter PositioningVertically Integrated RetailerConsumer DiscretionaryNovember 15, 2024
Tesla: Gigacasting Manufacturing Fundamentals
Former Project Specialist at Å KODA
November 14, 2024
ADESA: Power Dynamics Post-Carvana Acquisition
Former Director at KAR Global
Partner Interview
CarvanaCarMaxManheimADESAOPENLANEAmerica’s Auto AuctionSonic AutomotiveAutoNationACV AuctionsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrialsNovember 12, 2024
Bonesupport: US Sales Process & Growth Opportunity
Former Sales Executive at Bonesupport
November 12, 2024
Kinsale Capital: Wholesale Partnership & Coverage
Senior VP at Brown & Riding Insurance
Partner Interview
Kinsale Capital GroupArch Insurance GroupMarkelJames River GroupProcess PowerInsurers & FinancialsFinancialsWeekly update
November 12, 2024
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
CellaVisionCarvanaCelsiusCarMaxL'OréalLVMHSysmexAirbusCCC Intelligent SolutionsPepsiCoCredit Acceptance
November 12, 2024
Constellation Software vs Private Equity Operating Strategies
Operating Partner at Thoma Bravo
November 11, 2024
CellaVision: Hematology Instruments Market
Former Sales Executive at Beckman Coulter