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Dec 28, 2025

Deere & Company: Culture Drift & Employee Morale

Former Lead Artchitect at John Deere
Partner Interview
Deere & CompanyUSLarge CapCNH IndustrialAGCOMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer Discretionary
Dec 28, 2025

FTAI Aviation: MRO Market Share and PMA Opportunity

Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
FTAI AviationUSLarge CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Dec 22, 2025

Honeywell Aerospace: APU and Avionics Business Jet Aftermarket

Former Vice President and General Manager at Honeywell Aerospace
IP Icon
IP Interview
HoneywellUSLarge CapTransDigm GroupHEICOThalesRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Dec 17, 2025

Somero: Reliability, Service & Switching Costs from a Customer View

Current Director at a Concrete Contractor
IP Icon
IP Interview
Somero EnterprisesUSSmall CapDoverOEMs w/ Installed BaseIndustrials
Dec 16, 2025

Somero: Topp & Screed History & Competitive Dynamics

Current Director at Topp & Screed
IP Icon
IP Interview
Somero EnterprisesUSSmall CapDoverOEMs w/ Installed BaseIndustrials
Dec 8, 2025

CNH vs Deere : Go To Market & Dual Brand Strategy

Former Sales Director at a CNH Equipment Dealer
IP Icon
IP Interview
CNH IndustrialGBLarge CapDeere & CompanyAGCOMahindra MahindraJCBTitan MachineryScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer Discretionary
Dec 6, 2025

GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements

Former Chief Engineer at GE Aerospace
Partner Interview
GE AerospaceUSMega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawaySwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Dec 3, 2025

FTAI Aviation: Competitive Advantage & Opportunities

Former Engineering Director, FTAI Aviation
Partner Interview
FTAI AviationUSLarge CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Nov 26, 2025

Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins

Former Senior Director at Honeywell
Partner Interview
HoneywellUSLarge CapTransDigm GroupGE AerospaceSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Nov 26, 2025

Medpace Holdings: Key Considerations in Selecting a CRO

Current VP of Clinical Operations at Biotech Company
Partner Interview
MedpaceUSLarge CapIQVIAICONThermo Fisher ScientificSyneos HealthParexel InternationalFortreaCharles River Laboratories InternationalLonza GroupSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
Nov 25, 2025

Cytiva vs Sartorius: A Vaccine Customer's Perspective

Vaccine Manufacturing Lead at Sanofi
Partner Interview
SartoriusDELarge CapDanaherThermo Fisher ScientificSartorius Stedim BiotechRepligenMerckAgilentSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
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Company Profile
Nov 24, 2025

Deere & Co: Precision Agriculture & Operations Center

IP Company Learning Journey
IP ResearchDeere & CompanyUSLarge CapAGCOCNH IndustrialBayer CropScience LimitedMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMaterialsConsumer Discretionary
Nov 20, 2025

Bruker and AI Applications in Mass Spectrometry

Former Director of Bruker
Partner Interview
BrukerUSMid CapNVIDIADanaherSartoriusThermo Fisher ScientificSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareInformation Technology
Nov 8, 2025

Porvair & Chromatography Lab Equipment: M&A Process & Culture

Former Senior Vice President Life Sciences at J.G. Finneran, Porvair plc
Partner Interview
Porvair plcGBSmall CapThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerIndustrialsHealth Care
Nov 8, 2025

Thermo Fisher Scientific Inc: Culture and Management

Former Director at Thermo Fisher Scientific
Partner Interview
Thermo Fisher ScientificUSMega CapDanaherSartoriusSartorius Stedim BiotechSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Nov 7, 2025

Thermo Fisher vs Danaher: Business Model and Competitive Positioning

Former Director, Corporate Strategy & Business Development at Thermo Fisher Scientific
Partner Interview
Thermo Fisher ScientificUSMega CapDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
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IP Research Analysis
Nov 6, 2025

Danaher, Aldevron, Intangible & Goodwill Impairments

IP Research
IP ResearchDanaherUSLarge CapThermo Fisher ScientificSartoriusSartorius Stedim BiotechSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Nov 3, 2025

Bruker: Products Overview

Former VP at Bruker
Partner Interview
BrukerUSMid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss MeditecSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation Technology
Oct 28, 2025

Bruker: Platform Structure, Moats and Challenges

Former VP at Bruker
Partner Interview
BrukerUSMid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss MeditecSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation Technology
Oct 28, 2025

FTAI Aviation: Vertical Integration Gains & PMA

Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
FTAI AviationUSLarge CapSafranGE AerospaceTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials

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