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Dec 28, 2025
FTAI Aviation: MRO Market Share and PMA Opportunity
Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsDec 22, 2025
Honeywell Aerospace: APU and Avionics Business Jet Aftermarket
Former Vice President and General Manager at Honeywell Aerospace
Dec 16, 2025
Accelerant Holdings: Insurance MGAs & Differentiation
Insurance Broker
Partner Interview
Accelerant Holdings•KY•Mid CapAXAAllianz SEMarkelKinsale Capital GroupBerkshire HathawayLloyd's of LondonBrown & BrownW R Berkley CorpRyan Specialty GroupProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancialsDec 6, 2025
DCC Plc: Flogas and Naturgy Ireland
Former Senior Manager at Flogas Energy Ireland, DCC Plc
Partner Interview
DCC•IE•Mid CapScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsDec 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Former Chief Engineer at GE Aerospace
Partner Interview
GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawaySwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsDec 3, 2025
Murphy USA: Management & Culture
Former District Manager at Murphy USA
Partner Interview
Murphy USA•US•Mid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesDec 1, 2025
Root Inc: Growth Outside the DTC Channel
Former Director of State Management at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryNov 27, 2025
SmartCraft: Rollup Opportunities in the Finnish ERP Market
Former Manager at Congrid/Smartcraft
Partner Interview
Smartcraft•NO•Mid CapVismaVitec SoftwareCHAPTERSSwitching CostsSerial AcquirerB2B SoftwareInformation TechnologyHealth CareNov 26, 2025
Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins
Former Senior Director at Honeywell
Partner Interview
Honeywell•US•Large CapTransDigm GroupGE AerospaceSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsNov 26, 2025
SmartCraft: Competitor's Perspective
Former Account Executive at Hantverksdata
Partner Interview
Smartcraft•NO•Mid CapVismaVitec SoftwareSwitching CostsSerial AcquirerB2B SoftwareInformation TechnologyNov 25, 2025
Cytiva vs Sartorius: A Vaccine Customer's Perspective
Vaccine Manufacturing Lead at Sanofi
Partner Interview
Sartorius•DE•Large CapDanaherThermo Fisher ScientificSartorius Stedim BiotechRepligenMerckAgilentSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareNov 25, 2025
Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings
Former Executive VP of Strategic Accounts at Builders FirstSource
Nov 24, 2025
Floor & Decor: Pro-Driven Growth, Import-Cost Pressure & Soft-Flooring Opportunity
Former Executive at Floor & Decor
Nov 21, 2025
Carlisle Companies Incorporated: Distributor's Perspective
Former VP of Finance at Beacon Roofing
Partner Interview
Carlisle Companies•US•Large CapAmrize LtdBeacon Roofing SupplyHolcimQXOScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsMaterialsInformation TechnologyNov 20, 2025
Bruker and AI Applications in Mass Spectrometry
Former Director of Bruker
Partner Interview
Bruker•US•Mid CapNVIDIADanaherSartoriusThermo Fisher ScientificSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareInformation TechnologyNov 19, 2025
Copart: Purple Wave Integration and the Primacy of Buyer Density
Former Territory Sales Manager at Purple Wave Auction
Nov 18, 2025
DCC & Butagaz: French LPG Market Trends & M&As
Former Managing Director at DCC/Butagaz
Partner Interview
DCC•IE•Mid CapScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsNov 15, 2025
Root Inc: Carvana Partnership Detailed Analysis
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryNov 14, 2025
Root Inc: Embedded Distribution vs D2C
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerSerial AcquirerFinancialsConsumer DiscretionaryNov 13, 2025
Floor & Decor: Container Economics & Stockout-Smart Logistics
Former Manager - Process and Solutions & International Logistics - Floor & Decor
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