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May 5, 2026

Home Depot, Mingledorff's & Strategic Entry into HVAC Distribution

Partner Interview
The Home Depot•US•Mega CapCarrier EnterpriseDaikinWatscoFergusonB2B MiddlemenConsumer DiscretionaryIndustrials
Apr 20, 2026

Auto Partner: Export Model, Growth Ceiling & Structural Pricing

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IP Interview
Auto Partner•PL•Mid CapInter CarsLKQMEKOScale EconomiesB2B MiddlemenConsumer Discretionary
Mar 22, 2026

POOLCORP: Branch Density, Pricing Power & Regional Market Share

Partner Interview
Pool•US•Mid CapFluidraThe Home DepotLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
Mar 3, 2026

Inter Cars: Franchise Model & Eastern European Parts Distribution

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IP Interview
Inter Cars•PL•Large CapAuto PartnerLKQMEKOScale EconomiesB2B MiddlemenConsumer Discretionary
Feb 23, 2026

Franklin Covey: Sales Model Transition & Content as a Differentiator

Partner Interview
Franklin Covey•US•Small CapKorn FerrySkillsoftAccentureB2B MiddlemenIndustrialsConsumer DiscretionaryInformation Technology
Feb 17, 2026

Franklin Covey: Sales Model Frictions, AI & Leaderships Changes

Partner Interview
Franklin Covey•US•Small CapKorn FerrySkillsoftAccentureCourseraUdemyB2B MiddlemenIndustrialsConsumer DiscretionaryInformation Technology
Feb 5, 2026

Franklin Covey: Experts Coaching & AI Impact

Partner Interview
Franklin Covey•US•Small CapSkillsoftCourseraUdemyKorn FerryAccentureB2B MiddlemenIndustrialsConsumer DiscretionaryInformation Technology
Feb 4, 2026

Mueller Industries: Supplier Bargaining Power

Partner Interview
Mueller Industries•US•Large CapFergusonB2B MiddlemenMaterialsIndustrials
Jan 23, 2026

Core & Main Inc: M&A Strategy & Opportunity

Partner Interview
Core & Main•US•Mid CapWatscoFergusonB2B MiddlemenIndustrials
Jan 13, 2026

IMCD: Portfolio Defensibility & China’s Price Deflation

Partner Interview
IMCD•NL•Mid CapAzelisBrenntagB2B MiddlemenMaterialsIndustrials
Jan 13, 2026

Core & Main: Market Structure & Local Execution

Partner Interview
Core & Main•US•Mid CapFergusonAdvanced Drainage SystemsB2B MiddlemenIndustrials
Jan 8, 2026

Johnson Controls International: Culture & HVAC Competitive Landscape

Partner Interview
Johnson Controls International•IE•Large CapTrane TechnologiesCarrier GlobalDaikin IndustriesLennox InternationalWatscoB2B MiddlemenIndustrials
Jan 7, 2026

IMCD, Azelis : Western vs Chinese Principals, Margin Mix and Switching Costs

Partner Interview
Azelis•BE•Mid CapIMCDBrenntag SEB2B MiddlemenMaterialsIndustrials
Jan 7, 2026

Johnson Controls International & Tyco Merger

Partner Interview
Johnson Controls International•IE•Large CapTrane TechnologiesLennox InternationalCarrier EnterpriseWatscoB2B MiddlemenIndustrials
Jan 6, 2026

Trane Technologies: Business Systems, Lean Culture & Value Stream Mapping

Partner Interview
Trane Technologies•IE•Large CapJohnson Controls InternationalWatscoB2B MiddlemenIndustrials
Dec 30, 2025

IMCD: Exclusive Distribution Relationships

Partner Interview
Azelis•BE•Mid CapIMCDB2B MiddlemenMaterialsIndustrials
Dec 17, 2025

Amazon.com & European Auto Parts Retail

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IP Interview
Amazon•US•Mega CapInter CarsLKQAuto PartnerNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B MiddlemenConsumer Discretionary
Dec 5, 2025

SoftwareONE: US Market, Governance & Crayon Acquisition

Partner Interview
SoftwareONE•CH•Small CapInsight EnterprisesSoftcatSHI InternationalCDWBechtleBytes TechnologyMicrosoftSwitching CostsB2B MiddlemenPhysical Infra & NetworksInformation TechnologyMaterials
Dec 5, 2025

SoftwareONE: Leadership Transition, Cultural & Strategic Changes

Partner Interview
SoftwareONE•CH•Small CapInsight EnterprisesCDWSHI InternationalBechtleSoftcatB2B MiddlemenInformation TechnologyMaterials
Dec 4, 2025

IMCD, Azelis, & Chinese Competition

Partner Interview
Azelis•BE•Mid CapIMCDB2B MiddlemenMaterialsIndustrials

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