Forum gives private equity investors clarity and insight through detailed Interviews with industry executives from private and public companies.


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Information advantage for smart investors

Forum gives PE investors unique insights to make smarter decisions across all stages of the investment process. From early-stage due diligence, identifying potential deal opportunities, portfolio work, and more.. 

Broad, unbiased and unfiltered coverage

We cover over 10,000 public and private companies in every sector across all major markets.

No other firm provides the quantity and quality of Interviews we conduct.

 

Unrivalled expertise

Our team of over 150 sector analysts and researchers conduct and moderate interviews with our global network of over 1 million experts, unearthing deep insights and granular information that is hard to find anywhere else.

Access five exclusive Third Bridge Interview transcripts 

 

Third Bridge Forum gives private equity investors clarity and insight through detailed Interviews with industry executives, providing granular and highly relevant information that is hard to find elsewhere.

Click below to access five recent Interview transcripts for PE clients:

CRISPR-based Diagnostic Technology – Q1 2022 Update & Market Overview

Former scientist at Synthetic Geonomics Inc

Key Insights:

 

  • Advantages of CRISPR-based technologies are that their ability to manipulate proteins within a test tube is easier, along with the simplicity, specificity and low barrier to entry compared to NGS
  • Main goal for diagnostics companies is to look for (or develop) technologies which allow movement to at-home or mass-scale testing
ACCESS HERE

Shopify – Focus on Payments, Fulfilment & Competitive Dynamics

Former senior enterprise sales representative at Shopify Inc

Key Insights:

 

  • Shopify recently had 2 million merchants and 12,000 active Shopify Plus subscribers on its platform
  • Primary benefits of Shopify Plus include greater efficiencies (from automations) and well as cost savings (of millions of dollars per year vs Adobe and Salesforce)
ACCESS HERE

Theramex & Women’s Health – Portfolio Analysis & Growth Outlook

Former EVP at Theramex HQ UK Ltd

Key Insights:

 

  • Coronavirus “severely” impacted Theramex. It’s a promotion sensitive business (c 50% of sales in France/Italy). France, a key revenue and profitability contributor, had significant lockdowns
  • Growth drivers – increased penetration in core markets (endometriosis via ObsEva deal), expand into rheumatology via leveraging existing infrastructure (bActemra) and OTC (but unlikely a significant driver given Teva-P&G OTC JV isn’t part of Theramex)
ACCESS HERE

Deliverr – E-commerce Fulfilment Proposition & Growth Outlook

Former senior manager at Deliverr Inc

Key Insights:

 

  • “98% of warehouse space in the US is filled right now […] so you’ll see current retail spaces as fulfilment centres to handle the e-commerce online orders”
  • Deliverr's model may be more relevant today vs pre-pandemic; its edge stems from its proprietary software which facilitates merchants' fulfilment operations by outsourcing key fulfilment capabilities via its partner network

 
ACCESS HERE

US Tequila Market – Category Drivers, Growth Momentum Sustainability & Competitive Dynamics

Executive at GT Spirits Inc (Ghost Tequila)

Key Insights:

 

  • Specialist is optimistic about tequila’s long-term growth prospects through sourcing from American whisky and vodka and opportunity for price points to continue expanding
  • Consumers are now less brand loyal with more category entrants: “wholly celebrity brands will drive consumers to make choices”
ACCESS HERE

 

About Third Bridge

Third Bridge was founded on the belief that human insights drive better investment decisions.

Our clients require access to the most relevant experts and their insights to make the right investment decisions – we enable this through private consultations and exclusive content drawn from expert interviews.

Our clients consist of some of the largest private equity funds, hedge funds, mutual funds and management consulting firms, serviced by a team of over 1,200 employees across seven global offices.

 

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Unless otherwise stated, all information, facts, figures, insights, conclusions, or any other statement (“Information”) contained herein is taken from Third Bridge Moderated Interviews. The views of the Specialists expressed in the Information are those of the individual Specialists and they are not endorsed by, nor do they represent the opinion of, Third Bridge Group Limited and its affiliates (together “Third Bridge”) or any of its employees. Third Bridge has undertaken no verification of the Information. Third Bridge makes no representation or warranty, express or implied, as to the currency, accuracy, completeness, or timeliness of the information and accepts no liability for the Information or for any errors, omissions, or inaccuracies in respect of it.

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