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Ryan Specialty: Commission Structure, Soft Market Strategy & Global Expansion

Partner Interview
Ryan Specialty Group•US•Mid CapKinsale Capital GroupBrown & BrownAccelerant HoldingsProcess PowerInsurers & Financials
Sep 21, 2026

Cytiva & Danaher: Chromatography Resin Order Delays Explained

Partner Interview
Danaher•US•Large CapThermo Fisher ScientificMerckEcolabSwitching CostsMission Critical Products & Services
Sep 15, 2026

QXO: M&A Growth Strategy & Margin Structure

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCarlisle CompaniesGAF RoofingJohns ManvilleSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Sep 14, 2026

James Hardie: Fiber Cement Price Elasticity & Contractor Economics

Partner Interview
James Hardie Industries plc•IE•Large CapQXOLouisiana-PacificScale EconomiesB2B Middlemen
Sep 11, 2026

Business Wire, Cision & Access Newswire: IR vs PR Newswire Strategy

Partner Interview
Access Newswire•US•Small CapOpenAIAnthropicBerkshire HathawayScale EconomiesInsurers & Financials
Sep 11, 2026
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Weekly update

Domino's, Copart, Danaher, Veeva, Disney, POOL

Dominos Pizza•US•Mid CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026

TransDigm & Prince & Izant: Brazing Alloy Economics & Aerospace Aftermarket

Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & Services
Sep 4, 2026

Copart, Progressive & the Structural Shift in Auto Insurance Claims

Partner Interview
Copart•US•Large CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & Classifieds
Aug 27, 2026

Cytiva & Purolite: Resin Competition & Workflow Integration Strategy

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IP Interview
Danaher•US•Large CapMerckRocheThermo Fisher ScientificEcolabSwitching CostsMission Critical Products & Services
Aug 20, 2026

TopBuild & QXO: Distribution, Installation & Building Products Integration

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCertainTeedSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Aug 20, 2026

BNSF & Aurora: Autonomous Trucking's Impact on Rail Intermodal

Partner Interview
BNSF RailwayAuroraUnion PacificBerkshire HathawayCanadian Pacific Kansas CityScale EconomiesInsurers & Financials
Aug 19, 2026

BNSF & Union Pacific: Autonomous Trucking Threat to Intermodal

Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCSouthern CompanyBerkshire HathawayScale EconomiesInsurers & Financials
Aug 18, 2026

TopBuild & IBP: Insulation Contracting M&A Multiples and Deal Dynamics

Partner Interview
QXO•US•Large CapTopBuildScale EconomiesB2B Middlemen
Aug 12, 2026

QXO & Roofing Distribution: Contractor Economics & Growth Limits

Partner Interview
QXO•US•Large CapMenardsBeacon Roofing SupplySRS Holdings Co.,Ltd.Scale EconomiesB2B Middlemen
Aug 9, 2026

Progressive: Claims Operations, Culture & Pricing Discipline

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IP Interview
The Progressive•US•Large CapUSAACopartRitchie Bros AuctioneersIAABerkshire HathawayBelronCCC Intelligent SolutionsNetwork EffectsAuctions & Classifieds
Aug 6, 2026
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Weekly update

Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check

Danaher•US•Large CapWiseSwitching CostsMission Critical Products & Services
Aug 5, 2026

QXO, Kodiak & the Challenges of LBM Distribution Integration

Partner Interview
QXO•US•Large CapCertainTeedBuilders FirstSourceScale EconomiesB2B Middlemen
Jul 31, 2026
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Value Chain

CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain

IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawayNetwork EffectsAuctions & Classifieds
Jul 30, 2026

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

Partner Interview
QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesCertainTeedFloor & DecorThe Home DepotScale EconomiesB2B Middlemen
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 CostsMission Critical Products & Services
Jul 27, 2026

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