The Drucker Institute at Claremont Graduate University is home to nearly a century of foundational research from Peter F. Drucker, widely recognized as the father of modern management, as well as contributions from other leading management thinkers such as Tom Peters and Charles Handy. Drucker’s extensive work engages deeply with essential themes beyond traditional management, including community, society, governance, and the broader functioning of society. Since its inaugural year in 2017, the Drucker Institute has licensed portions of the W Ratings benchmarking data to calculate the 250 Top Managed Companies. The rankings appear every December in the Walll Street Journal.

Since 1997, Beck Ag has partnered with companies in the agriculture industry to improve their business results. The company has evolved, expanding its capabilities and footprint to proactively adapt to an ever-changing industry. Beck Ag takes great pride in making a difference for clients through a commitment to deliver exceptional value in every partnership. Working together for over a decade, Beck Ag CEO Richard Bettison and W Ratings CEO Gary A. Williams have joined forces to measure which Ag companies are creating the most value for their customers via distribution, retail, and DTC.

When Capgemini acquired Kanbay and Adjoined Consulting, they also acquired the consulting firm's license to utilize the W Ratings benchmarking data. The Kanbay Research Institute was the first team fully integrated after the acquisition. The KRI conducted market research across hundreds of companies in the Automotive, Consumer Goods, Food, Media, Retail, and Telecom industries. Annual reports ranked the well-known brands based on their ability to meet customer expectations better than their competitors. KRI analysts wrote research reports on how companies built customer moats, which are the precursor to Morningstar's economic moat approach.

Mantle Ridge works closely with boards, management teams, and shareholders to help materially and durably enhance the value of the companies with which it engages. Mantle Ridge’s approach is informed by extensive research and a depth of experience in value investing, activist engagements, corporate governance, and business operations, in a range of industry sectors. W Ratings research and data have served as a foundation to help build investment thesis for Mantle Ridge and numerous other hedge funds.

In June 2024, CVC Capital Partners ranked fourth in Private Equity International's PEI 300 ranking among the world's largest private equity firms. CVC is a Jersey-based private equity and investment advisory firm with approximately €186 billion of assets under management[3] and approximately €157 billion in secured commitments since inception across American, European, and Asian private equity, secondaries, credit funds and infrastructure. W Ratings research and data have helped CVC build and prove the customer value created by the PE firm, serving as an integral part of IPO road shows for the investment community.

BTIG Investment Banking delivers customized advice and solutions to help clients achieve critical business objectives. Clients receive actionable intelligence, industry expertise, and unbiased strategic guidance—with senior management engaged in every transaction. Through BTIG and Diamondback Capital, the Concinnity Group incubated their multi-stakeholder operating system investment thesis. The strategy was funded with an initial investment of $100 million AUM, eventually reaching $650 million AUM. W Ratings provided its proprietary customer expectations data to justify the investment. The firm conducted correlation analysis proving (r=0.81) that W Ratings customer improvement metrics moved six-months in advance of stock price.

Concinnity Advisors, LP is a Registered Investment Adviser (RIA) founded on the belief that companies maximize their capacity to create wealth by tending to the interdependent needs of multiple stakeholders (i.e., employees, suppliers, customers, and communities). Since 2006, the firm has continually licensed the W Ratings data for its portfolio investments. In addition to their MsOS (Multi-stakeholder Operating System) model, Concinnity deploys many indexes used for mutual funds, including the Conscious Companies Index and the Gender Diversity (Women in Leadership) Index.

Novella Center for Entrepreneurship Inc. is a nonprofit organization dedicated to expanding access to the opportunity of entrepreneurship for all. Leveraging a decade of learning from work at the Conscious Venture Lab, Novella Center creates partnerships and programming that help entrepreneurs rethink the relationship between business and society and build companies that matter. The Conscious Venture Lab® (CVL) is an investment firm that has made dozens of investments throughout its history, many of which are diversity-based. They run a 12-week accelerator program for early-stage, purpose-driven companies using innovation to break down barriers to access and create a more equitable society. W Ratings CEO Gary A. Williams has been a mentor for the CVL since its inception in the early 2010s. The customer moat framework serves as a powerful workshop for key startup initiatives.

FORTNA leverages Automation, Software and Robotics to enable supply chain operations to outpace the demands of tomorrow. They are an end-to-end design-build firm, designing and delivering data-driven solutions to ensure process improvements, growth and, ultimately, profitability. Prior to FORTNA being acquired by Thomas H. Lee Partners (THL), W Ratings provided independent verification of the customer value that FORTNA was creating. To build the valuations, W Ratings created an index of FORTNA customers to compare against an index of non-customers in the same industries. Using W Ratings extensive customer benchmarking data, FORTNA was able to prove its ability to create superior value once their solutions were implemented. The most recent merger between FORTNA and MHS Global is valued at ~$4 billion.

i2 Technologies, Inc. provided supply chain management software and services. The Company offerred products and services for the manufacturing, wholesale distribution, retail, and services industries. Prior to i2 Technologies merging with Blue Yonder (then JDA Software), W Ratings provided independent measurements of the value i2 created for its customers. Using the W Ratings patented methods, we calculated the portion of increased market value was due to the implementation of i2 software at each customer.