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Ares Management: Direct Lending Deal Sourcing & Sponsor Coverage
Nov 6, 2026
Partner Interview
Ares Management•USKKRApollo Global ManagementNov 6, 2026
Weekly update
Rollins, Google TPU, Repligen, Brown & Brown
Nov 5, 2026
Rollins•US•Large CapBrown & Brown
Nov 5, 2026
Ares Management: Investment Committee Process & Culture
Oct 29, 2026
Partner Interview
Ares Management•USBlackstoneKKRApollo Global ManagementOct 29, 2026
Honeywell Aerospace: Casting Supply Chain Bottlenecks & Qualification Timelines
Oct 28, 2026
Partner Interview
Honeywell Aerospace Inc.•US•Large CapDoncastersChromalloyHowmet AerospaceGeneral Electric CompanyBerkshire HathawaySwitching CostsMission Critical Products & ServicesOct 28, 2026
Regional Jet Leasing: E190 Values, Engine Costs & the A220 Transition
Oct 28, 2026
Partner Interview
AerCap•IE•Large CapBombardierAir LeaseOct 28, 2026
Brown & Brown: Florida Condo Insurance Brokerage & Producer Economics
Oct 28, 2026
Partner Interview
Brown & Brown•US•Large CapArthur J GallagherAonOct 28, 2026
Ares Management: How the Credit Platform Sources and Underwrites Deals
Oct 26, 2026
Partner Interview
Ares Management•USApollo Global ManagementKKROct 26, 2026
Alliance Airlines & Fokker F100: Secondary Market Valuation & Fleet Transition
Oct 19, 2026
Partner Interview
AerCap•IE•Large CapQantas AirwaysAlliance Aviation ServicesOct 19, 2026
Embraer E190 Secondary Market: Valuation, Lease Rates & Supply Dynamics
Oct 12, 2026
Partner Interview
AerCap•IE•Large CapFinnairAir LeaseEmbraer S.A.BOC AviationOct 12, 2026
Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints
Oct 9, 2026
Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & ServicesOct 9, 2026
Ryan Specialty: Commission Structure, Soft Market Strategy & Global Expansion
Sep 21, 2026
Partner Interview
Ryan Specialty Group•US•Mid CapKinsale Capital GroupBrown & BrownAccelerant HoldingsProcess PowerInsurers & FinancialsSep 21, 2026
Business Wire, Cision & Access Newswire: IR vs PR Newswire Strategy
Sep 11, 2026
Partner Interview
Access Newswire•US•Small CapOpenAIAnthropicBerkshire HathawayScale EconomiesInsurers & FinancialsSep 11, 2026
Credit Acceptance vs Westlake: Subprime Dealer Profit Economics
Sep 3, 2026
Partner Interview
Credit Acceptance•US•Mid CapWestlake Financial ServicesExeter FinanceCarvanaCornered ResourceInsurers & FinancialsSep 3, 2026
Copart, Progressive & the Structural Shift in Auto Insurance Claims
Aug 27, 2026
Partner Interview
Copart•US•Large CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & ClassifiedsAug 27, 2026
BNSF & Aurora: Autonomous Trucking's Impact on Rail Intermodal
Aug 19, 2026
Partner Interview
BNSF RailwayAuroraUnion PacificBerkshire HathawayCanadian Pacific Kansas CityScale EconomiesInsurers & FinancialsAug 19, 2026
BNSF & Union Pacific: Autonomous Trucking Threat to Intermodal
Aug 18, 2026
Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCSouthern CompanyBerkshire HathawayScale EconomiesInsurers & FinancialsAug 18, 2026
Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication
Aug 10, 2026
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningInsurers & FinancialsAug 10, 2026
Progressive: Claims Operations, Culture & Pricing Discipline
Aug 6, 2026
Aug 6, 2026
Value Chain
CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain
Jul 30, 2026
IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawayNetwork EffectsAuctions & Classifieds
Jul 30, 2026
Weekly update
Copart & Progressive's Power, Meta's Culture
Jul 29, 2026
Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMetaNetwork EffectsAuctions & Classifieds
Jul 29, 2026
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