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IP Fieldwork Podcast
Feb 25, 2026

Markel Group: Capital Allocation

IP Fieldwork Podcast
MarkelUSLarge CapBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
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IP References
Feb 25, 2026

TransDigm: Mike Lisman References & TransDigm Culture Challenge

IP Reference Checks
Management CheckTransDigm GroupUSLarge CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Feb 25, 2026

Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning

Former Regional Vice President, Public Sector Digital Transformation, Salesforce
IP Icon
IP Interview
SalesforceUSLarge CapAnthropicOpenAIDatabricksConstellation SoftwareCHAPTERSTopicusMicrosoftServiceNowSwitching CostsB2B SoftwareSerial AcquirerPhysical Infra & NetworksInformation TechnologyHealth Care
Feb 23, 2026

Constellation Software: UK Healthcare VMS & Selling to the NHS

Former Senior Executive at Constellation Software
Partner Interview
Constellation SoftwareCALarge CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
Feb 23, 2026

DCC Energy: CleanEnergy Strategy, LPG Consolidation & Leadership Challenges

Former Senior Director at DCC
Partner Interview
DCCIEMid CapShellBPScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrials
Feb 12, 2026

Lonza vs WuXi Biologics: BIOSECURE Act & U.S. Manufacturing Strategy

Former Senior Business Development Executive at Lonza
Partner Interview
Lonza GroupCHLarge CapCharles River Laboratories InternationalWuXi BiologicsCatalentThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Feb 10, 2026

Murphy USA: Fuel Distribution, Tobacco Promotions & The Low-Cost Operating Model

Former District Manager at Murphy USA
Partner Interview
Murphy USAUSMid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer Staples
Feb 9, 2026

TransDigm: AvtechTyee, Equity Incentives & Operating as an Owner

Former President at TransDigm Subsidiary
Partner Interview
TransDigm GroupUSLarge CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Feb 4, 2026

DCC Plc: UK Energy Distribution Market

Former Commercial Director at Certas Energy (DCC)
Partner Interview
DCCIEMid CapShell plcBPScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrials
Feb 2, 2026

DCC Plc: German Energy Market & Environmental Legislation

Former Sales Director at DCC Germany
Partner Interview
DCCIEMid CapUGIShell plcScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilities
Jan 29, 2026

Topicus: Dutch Primary Education and AI Risks & Opportunities

Former Managing Director at Topicus
Partner Interview
TopicusCAMid CapConstellation SoftwareSwitching CostsSerial AcquirerB2B SoftwareInformation Technology
Jan 29, 2026

Kinsale Capital: Quote Speed, Authority Limits & Underwriting Strategy

Former Director at Kinsale Capital Group
Partner Interview
Kinsale Capital GroupUSMid CapMarkelW R Berkley CorpRyan Specialty GroupBrown & BrownChubbProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Jan 29, 2026

Profluent Bio: AI Protein Language Models for Gene Editor Design

Former Head of Business Development at Profluent Bio
Partner Interview
ProfluentDanaherSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jan 28, 2026

Root Inc: A Potential Data-Driven Advantage

Former Senior Executive at Root
Partner Interview
RootUSSmall CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Jan 28, 2026

DCC Plc: UK LPG Market, Pricing & Unit Economics

Former Head of Finance at Flogas
Partner Interview
DCCIEMid CapBPShell plcScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrials
Jan 28, 2026

Roper Technologies: Leadership, AI Strategy Execution Challenges & Customer Retention Risks

Former VP at Roper Technologies
Partner Interview
RoperUSLarge CapConstellation SoftwareTopicusLumine GroupSwitching CostsSerial AcquirerB2B SoftwareIndustrialsInformation Technology
Jan 27, 2026

Root Inc: New Partnerships & Quote-and-Bind APIs

Former Product Manager at Root Inc.
Partner Interview
RootUSSmall CapCarvanaGoosehead InsuranceHyundai MotorThe ProgressiveBerkshire HathawayCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Jan 22, 2026

DCC Plc: European LPG Market Dynamics

Former President at DCC LPG
Partner Interview
DCCIEMid CapUGIBP p.l.c.Scale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilities
Jan 22, 2026

DCC Plc: UK Energy Market & Lubricant Distribution

Former Head of UK at DCC Fuels
Partner Interview
DCCIEMid CapBP p.l.c.Shell plcScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrials
Jan 22, 2026

Murphy USA Inc: Fuel Retail Costs and Margins

Former District Manager at Murphy USA
Partner Interview
Murphy USAUSMid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer Staples

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