Dispatch
Research, analysis, and perspective from inside the technology channel. No vendor spin. No conference-circuit optimism.
March 2026 TSD Ecosystem Report
754 suppliers. Four distributors. 15 segments. For the first time, independent data on who carries what — and what that means for advisors, suppliers, and anyone making TSD decisions.
Read the March 2026 TSD Ecosystem Report →Latest
Analysis
Digital Realty is buying Columbia Capital. Columbia Capital owns a piece of Telarus and Bluewave. A supplier is about to inherit an equity position inside the cap table of a top-three TSD. Nobody in the channel press has said so out loud.
Read Article →August 2026
Analysis
On June 28, TPx’s parent filed for bankruptcy. The coverage will be about the debt. The number that actually decides your year is the one nobody prints: how much of your book rides on a company that just lost control of its own balance sheet.
Read Article →June 2026
Analysis
AppDirect has built its channel business by acquiring TSDs. It also insists it is not one. A supplier portfolio analysis spanning 1,018 unique suppliers and seven years of acquisition strategy reveals why that distinction is becoming the most important question in the channel.
Read Article →June 2026
Dispatch
A 20-year independent operator joins a deliberate roll-up. What the deal signals about supplier consolidation in the channel.
Read Article →May 2026
Analysis
Charlesbank bought a supplier. It already owns the advisor. The market should be asking whether those are two bets or one.
Read Article →April 2026
Perspective
Bridgepointe crossed a billion. Charlesbank reinvested. Carlyle AlpInvest came in. The capital is the least interesting part of the story.
Read Article →April 2026
Perspective
12 advisors shaping strategy for 10,000. The math doesn’t close — and the blind spot is costing suppliers millions in misallocated channel spend.
Read Article →February 2026
Perspective
The pay-to-play model has been losing advisor trust for years. The advisors who’ve been around long enough know it. Here’s why the model is breaking — and what comes next.
Read Article →March 2026
Research
Advisors sit on a mountain of deal data that suppliers never see. Here is what that asymmetry costs both sides.
Read Article →February 2026
Analysis
The channel is talking about AI. Most of the conversation is missing the point. Here are the five most common mistakes.
Read Article →January 2026