SECTORS
Categories where positioning is a moat.
We work in industries where the buyer is sophisticated, the category is contested, and a five-year arc on brand is the difference between durable pricing power and the next reset.
Consumer Technology
Software, hardware, and consumer services where the buyer is fragmented, the switching cost is variable, and the brand is the only durable moat.
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Healthcare & Life Sciences
Regulated industries where positioning must be defensible to the regulator, the clinician, the payer, and the patient. Long cycles, durable equity.
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Financial Services
Asset management, banking, insurance, and fintech where the buyer is institutional, the committee is plural, and the position is the regulatory shield.
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Industrial & B2B
Capital equipment, industrial automation, and B2B services where the buying cycle is long, the reference is everything, and the press list is the analyst list.
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