Hot take · 41:59
// THE QUOTE
“that's why suprema has always taken an approach where if it's an essential component we try to acquire the company”
— Charles McCormick · SOPREMA Canada Inc.
Vertical-integration thesis in one breath: acquire essential suppliers to control the market and not be at their mercy, but take full responsibility. Sharp, complete strategic point.
Full episode at 41:59Roof Thermal Scans, Material Shortages & the Case for Recapping: Soprema + IRC Building Sciences on Atlantic Canada's 2021 Roofing Crisis ▸
THE LESSON THIS CLIP CARRIES
Vertical integration of essential components gives a manufacturer supply-chain control that competitors lack — acquiring upstream suppliers is a deliberate strategy, not just M&A.
“if it's an essential component in our systems if possible we try to acquire the company so that we have control over that vertical integration”
THE CHAPTER IT LIVES IN
Outlook, Soprema supply chain and closing
37:56
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SOURCE: 41:59 of Roof Thermal Scans, Material Shortages & the Case for Recapping: Soprema + IRC Building Sciences on Atlantic Canada's 2021 Roofing Crisis