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Jun 1, 2026

Sygnity: VMS Switching costs, Mission Criticality & AI Impact

Partner Interview
Sygnity•PL•Small CapConstellation SoftwareTopicusAsseco Poland Socit AnonymeSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
Jun 1, 2026

Judges Scientific: GDS Growth History & Commercial Business

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IP Interview
Judges Scientific•GB•Small CapHalmaProcess PowerSwitching CostsSerial AcquirerIndustrialsInformation Technology
May 29, 2026

Avantor: Process Chemicals Penetration & Pipeline Challenges

Partner Interview
Avantor•USMerckCytivaDanaherSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerMaterialsHealth Care
May 28, 2026

Constellation Software: Municipal Utility Tech Stack & CIS Switching Costs

Partner Interview
Constellation Software•CA•Large CapTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
May 28, 2026

Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth

Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
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May 28, 2026

AWS vs OpenAI, CoStar, & Constellation’s AI Risk

AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle
May 27, 2026

Constellation Software: Optimising Professional Services

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IP Interview
Constellation Software•CA•Large CapIVU Traffic TechnologiesTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
May 19, 2026

Arxis / Qnnect: Price Leverage vs Volume Growth in Defense Interconnects

Partner Interview
ArxisTransDigm GroupAMETEKSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
May 18, 2026

TransDigm: CPI Electron Device Acquisition Strategy & Vacuum Tube Aftermarket

Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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IP Research Analysis
May 13, 2026

Constellation Software: Portfolio Analysis & AI Risk

IP Research
IP ResearchConstellation Software•CA•Large CapTopicusLumine GroupSygnitySwitching CostsB2B SoftwareSerial AcquirerInformation Technology
May 12, 2026

Constellation Software: TfL Customer Perspective on 17-Year Trapeze Contract

Partner Interview
Constellation Software•CA•Large CapSiemensContinentalTopicusIVU Traffic TechnologiesSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
May 6, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 6, 2026

TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket

Partner Interview
TransDigm Group•US•Large CapGeneral ElectricCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 4, 2026

Avantor vs Thermo Fisher: Distribution Competition & Supply Chain Visibility

Partner Interview
Avantor•USMerckPPDThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth Care
May 4, 2026

Judges Scientific: Armfield Operations & Engineering Challenges

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IP Interview
Judges Scientific•GB•Small CapHalmaProcess PowerSwitching CostsSerial AcquirerIndustrialsInformation Technology
May 1, 2026

TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A

Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 28, 2026

Constellation Software: Sales Organization Structure & Monthly BUSR Process

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IP Interview
Constellation Software•CA•Large CapRoperLumine GroupTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
Apr 23, 2026

Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria

Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 20, 2026

Kinsale Capital: Broker Perspective on Coverage, Commission & Market Position

Partner Interview
Kinsale Capital Group•US•Mid CapMarkelBrown & BrownRyan Specialty GroupW R Berkley CorpProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Apr 20, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials

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