Short pieces drawn from our work — sector studies, field notes, and executive briefs. We publish on a deliberate, low cadence. Every piece is primary, sourced, and short enough to be read in a single sitting.
A primary-source study of fourteen North American sensor and optical assembly manufacturers and their customers. We find a durable, measurable price premium for domestically engineered assemblies in regulated end-markets — and we map the conditions under which that premium persists, contracts, or disappears. Includes the full interview protocol and respondent count.
Read the studyA pattern observed across five companies migrating from razor-blade economics to software-attached recurring revenue. What worked. What didn't. What the next operator should expect.
ReadA short note on cross-accreditation economics, customer concentration, and where the value actually compounds in testing, inspection, certification, and calibration roll-ups.
ReadWhy the most durable industrial-monitoring businesses are the ones whose hardware ends up in a safety case — and how to engineer the commercial motion to get there.
ReadCompliance software is most often the cheapest line item in a regulated workflow and the most expensive line item to lose. The pricing implications are not what most leaders assume.
ReadA practitioner's view of why aftermarket and service attach is the single highest-leverage commercial lever available to mid-market industrial-tech management teams.
ReadA close read of fifteen companies whose revenue depends on being specified into a customer's next-generation product. What separates the leaders from the rest.
ReadWe publish a quarterly letter — one essay, two field notes, no graphics. Subscribers are CEOs, CFOs, board members, and operators in our sectors of focus. No marketing, no sales drip; we will write to you four times a year and then stop.
