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Apr 9, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
Former Senior Vice President at GEICO
Weekly update
Apr 7, 2026
TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn
ToastHEICOTransDigm GroupToastHEICOTransDigm Group
Apr 6, 2026
Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling
Former International Demonstration/Instructor Pilot at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsApr 4, 2026
Markel: UK National Markets vs London Market Structure
Former Managing Director, Markel UK
Apr 1, 2026
TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket
Former Director at Boeing & Jet Parts Engineering
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMar 31, 2026
Jonas Club: Private Club Software Moat & Customer Switching Costs
Forner VMS Industry Executive
Partner Interview
Constellation Software•CA•Large CapOpenTableCHAPTERSTopicusRoperLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsMar 29, 2026
Constellation Software: M&A Deal Sourcing, Execution & Portfolio Management
Former Portfolio Head, M&A at Constellation Software
Partner Interview
Constellation Software•CA•Large CapLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsMar 27, 2026
bioMérieux vs Cepheid: Point of Care Molecular Testing Competition
Former Chief Medical Officer, bioMérieux
Partner Interview
bioMrieux•FR•Large CapRocheBio-Rad LaboratoriesDanaherAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareMar 26, 2026
Harris Computer: Building a French Software Platform from €16M to €66M
Former Executive at Harris Computer, Constellation Software
Mar 23, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Former Director of National Accounts, Progressive
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 20, 2026
Halma: Global Fire History & Acquisition
Former Global Fire Founder
Mar 19, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Former Chief Engineer at Rolls-Royce
Mar 18, 2026
Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession
Former Senior Claims Director, The Progressive Corporation
Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 16, 2026
TransDigm: Operational Playbook & Post-COVID Margin Expansion
Former VP at TransDigm
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMar 12, 2026
Markel: Underwriting Culture & Insurance Reorganisation
Former Global Executive Underwriting Officer at Markel
Mar 11, 2026
Loar Group: Acquisition Strategy & Operating Philosophy
Former Chief Operating Officer at SCHROTH, Loar Group
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMar 6, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Former CFO, Americas at Honeywell Aerospace International Inc.
Mar 6, 2026
Constellation Software: Vela Operating Strategy & Portfolio Management Approach
Former M&A Executive at Constellation Software
Partner Interview
Constellation Software•CA•Large CapLumine GroupTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyMar 6, 2026
Constellation Software: Trapeze & Transportation Software Customer Stickiness
Former Portfolio Manager, Trapeze US
Partner Interview
Constellation Software•CA•Large CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsMar 6, 2026
Constellation Software: Harris Computer Portfolio, Organic Growth & AI Impact
Former Portfolio Leader at Harris Utilities
Partner Interview
Constellation Software•CA•Large CapTopicusCHAPTERSLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareShowing 20 of 1000 results