Market Intelligence

What is actually moving in the market, and what it means for you.

Market IntelligenceSeptember 4, 2026 6 min

HVAC Replacement Deferral and the Q4 Equipment Finance Threshold

Analyze the systemic shift in consumer replacement cycles and how to adjust Q4 service mix to preserve net margins as equipment lead times stabilize in late 2026.

What is actually moving in the market, and what it means for you.

Market IntelligenceAugust 28, 2026 7 min

The Q4 Capacity Collapse in Legacy Vertical SaaS Architectures

Current shifts in compute-unit pricing are eroding margins for vertical SaaS operators. Learn why 2027 renewal cycles require a pivot to consumption-based architecture.

What is actually moving in the market, and what it means for you.

Market IntelligenceAugust 21, 2026 6 min

Arbitrage Limits in Dental Consolidation and the Cost of Retention

An analysis of the shrinking multiple gap between private practices and DSOs, and the specific cost of hygienist churn on EBITDA valuation during an exit.

What is actually moving in the market, and what it means for you.