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QXO & Beacon Roofing: Distribution Model, M&A Strategy & Competitive Dynamics

Partner Interview
QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesCertainTeedFloor & DecorThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer Discretionary
Jul 29, 2026

ChemoMetec NC-200 vs Cytiva Vi-CELL BLU: Cell Counter Preference in Viral Vector CDMO

Partner Interview
ChemoMetec•DK•Mid CapDanaherRocheThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 27, 2026

Sdiptech & Resource Data Management: Refrigeration Controls Business Quality

Partner Interview
Sdiptech•SE•Mid CapLagercrantz GroupLifcoBergman & BevingProcess PowerSerial AcquirerIndustrialsInformation Technology
Jul 23, 2026

Lemonade, GEICO & the Durability of Incumbent Auto Insurers

Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Jul 23, 2026

Cytiva & Purolite: Competition in Bioprocessing Chromatography Resins

Partner Interview
Danaher•US•Large CapSartorius Stedim BiotechRepligenMerckThermo Fisher ScientificAstraZenecaGenmabEcolabSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareMaterials
Jul 21, 2026

QXO & ABC Supply: Commercial Roofing Distribution Competitive Dynamics

Partner Interview
QXO•US•Mid CapScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation Technology
Jul 17, 2026

ChemoMetec NucleoCounter: Cell & Gene Therapy CDMO Adoption & Market Share

Partner Interview
ChemoMetec•DK•Mid CapDanaherRocheThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 17, 2026

Danaher & Abcam: Research Antibody Catalog, Commercial Customers & Competitive Moat

Partner Interview
Danaher•US•Large CapSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 14, 2026

Cepheid: DBS Integration, Point-of-Care Growth & Competitive Menu Strategy

Partner Interview
Danaher•US•Large CapDiaSorinAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 13, 2026

Constellation Software & PharmaPartners: Dutch Pharmacy Software Competitive Dynamics

Partner Interview
Constellation Software•CA•Large CapTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
Jul 13, 2026

BNSF & Union Pacific: Autonomous Trucking Threat vs. Intermodal Network Opportunity

Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCBerkshire HathawayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Jul 13, 2026

Momentum Group: Nordic Industrial O&M Market Dynamics

Partner Interview
Momentum Group•SE•Mid CapBergman & BevingLagercrantz GroupProcess PowerSerial AcquirerIndustrialsConsumer DiscretionaryInformation Technology
Jul 13, 2026

ChemoMetec & J&J: Cell Counting in CAR-T Manufacturing

Partner Interview
ChemoMetec•DK•Mid CapThermo Fisher ScientificDanaherRocheSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Jul 13, 2026

Woodward Inc: Winning Airbus Content & Aftermarket Economics

Partner Interview
Woodward•US•Large CapSpaceXTriumph GroupAirbusTransDigm GroupProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Jul 6, 2026

ChemoMetec: Cell Counting Accuracy, GMP Workflows & CAR-T Market Position

Partner Interview
ChemoMetec•DK•Mid CapDanaherRocheThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 6, 2026

Beckman Coulter Hematology: Turnaround, Reliability Fixes & Sysmex Competition

Partner Interview
Danaher•US•Large CapSysmexRocheAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 1, 2026

Lemonade & Root: Telematics Strategy & Pricing Advantage in Auto Insurance

Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Jun 30, 2026

Howmet, PCC & the Single Crystal Blade Bottleneck

Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancials
Jun 29, 2026

Sartorius, Cytiva & Repligen: Destocking & Competitive Dynamics in Bioprocessing

Partner Interview
Danaher•US•Large CapSartorius Stedim BiotechRepligenMerckThermo Fisher ScientificSanofiSartoriusSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jun 26, 2026

Lennar's Even-Flow Strategy: Origins, Implementation & Cost Structure

Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancials
Jun 25, 2026

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