Competitor Identification
Overview
How to find and validate the nearest competitors for a company, starting from existing data assets and expanding through manufacturer partner networks, free APIs, and large dataset screening. Produces a ranked Top 10 competitor list with product/service coverage matrices, brand overlap analysis, and geographic mapping.
Developed and validated on BROGAV Solutions LLC (June 2026) — a ~$5-7M data center equipment VAR. The methodology screened 4,797 S&P Global companies, queried SimilarWeb API for 12 domains, and searched manufacturer partner directories to produce a validated Top 10.
When to use this skill
- You need to find the 5-15 closest competitors for a company
- You have an existing intelligence dossier with supplier/partner data to work from
- You've been given a bulk competitor dataset (S&P Global, Dun & Bradstreet, etc.) and need to extract the relevant companies
- You need to compare competitors on specific dimensions (products, brands carried, services, geography, size)
Critical principle: Think before you search
The biggest mistake in competitor identification is jumping straight to web searches. The right sequence is:
- Define the target profile precisely — What makes a company a "competitor"? Write it down before searching.
- Mine existing data first — Read every file in the dossier. The partner list, supplier line card, event/association data, and any existing competitor datasets contain more signal than a web search.
- Search outward from the supplier line card — If you know which brands the target carries, find who else carries those brands. Those are the real competitors.
- Validate with quantitative data — Use SimilarWeb API, company profile databases, and financial data to confirm size/relevance.
- Build comparison matrices — Product coverage, brand overlap, geographic overlap. Numbers, not narratives.
Phase 1: Define the target profile (15 minutes)
Write a crisp profile table before doing any research:
| Dimension | Target Profile | Competitor Must Be |
|-----------|---------------|-------------------|
| Business model | [e.g., VAR + installation] | [Same type, not manufacturer or mega-distributor] |
| Revenue | [e.g., ~$5-7M] | [Under $50M, or whatever ceiling makes sense] |
| Products | [List specific categories] | [Must overlap on core categories] |
| Services | [e.g., sourcing, installation, maintenance] | [Must offer services, not just ship boxes] |
| Geography | [HQ + sales territories] | [US-based, or whatever scope] |
| Brands carried | [List key manufacturer partners] | [Must carry 1+ of the same brands] |
Exclusion list
Equally important — define what does NOT qualify:
| Type | Why Excluded |
|---|---|
| Manufacturers (e.g., Vertiv, Eaton, Schneider) | Upstream suppliers, not competitors |
| Mega-distributors (e.g., SHI, CDW, Anixter) | Different scale entirely ($10B+) |
| Manufacturer's reps (if target is a stocking VAR) | Different business model — reps don't carry inventory or install |
| Pure e-commerce (if target does installation) | Different value proposition |
| Wrong product category (e.g., servers if target sells infrastructure) | Not competing for the same budget |
Phase 2: Mine existing data (30 minutes)
Read EVERYTHING in the dossier before doing a single web search:
Files to read and what to extract
| File | What to look for |
|---|---|
| Supplier line card / partners CSV | Every brand the target carries — these define the competitive landscape |
| Partner logos (OCR if needed) | Additional brands not in structured data |
| Known clients / testimonials | Who the target sells to — their competitors sell to similar buyers |
| Event/association memberships | AFCOM, 7x24 Exchange, iMasons member companies are peers |
| Job postings | Sales territories reveal where competitors are likely found |
| Existing competitor datasets | May contain thousands of companies — most irrelevant, but gems buried |
Processing large competitor datasets
If you have a bulk dataset (S&P Global, D&B, etc.), don't eyeball it. Process it programmatically:
import csv
# Step 1: Filter by revenue
under_threshold = [r for r in rows if float(r['revenue_m']) < 50]
# Step 2: Keyword match on descriptions
# Build keywords from the target's actual products/services
product_keywords = ['ups', 'pdu', 'precision cooling', 'containment',
'busway', 'critical power', 'server rack', 'cabinet',
'leak detection', 'data center']
brand_keywords = ['eaton', 'schneider', 'vertiv', 'panduit', 'legrand',
'starline', 'chatsworth', 'generac']
for row in under_threshold:
desc = row.get('description', '').lower()
product_hits = [kw for kw in product_keywords if kw in desc]
brand_hits = [kw for kw in brand_keywords if kw in desc]
if len(product_hits) >= 1 or len(brand_hits) >= 1:
matches.append(row)
# Step 3: Rank by relevance score
matches.sort(key=lambda x: -(len(x['product_hits']) + len(x['brand_hits']) * 2))
Key lesson from BROGAV analysis: A 4,797-company dataset from S&P Global yielded only 8 genuine competitors after filtering. >99% were irrelevant (generic tech distributors, consumer electronics, software companies miscategorized under hardware SIC codes). Don't skip the programmatic screening.
Phase 3: Search outward from the supplier line card (30 minutes)
For each of the target company's top 5-10 manufacturer brands, find who else resells them:
Manufacturer partner directories
| Manufacturer | Where to find resellers |
|---|---|
| Starline (Legrand) | starlinepower.com/find-a-rep/starline/ — ZIP code search |
| Eaton | poweradvantage.eaton.com — Partner program portal |
| Schneider/APC | Partner locator on schneider-electric.com |
| Chatsworth Products | chatsworth.com/en-us/how-to-buy/find-a-distributor |
| RLE Technologies | rletech.com/partners/ |
| Vertiv | vertiv-authorized-partner.com |
| Great Lakes | Now Vertiv — check racks.vertiv.com |
Tip: Most directories require ZIP code or are gated. Web search for "[brand] authorized partner" OR "authorized reseller" OR "representative" [region] often surfaces names the directory doesn't easily expose.
Industry association and event networks
| Source | What to search for |
|---|---|
| DCAC exhibitor lists | Small DC VARs cluster at this event |
| 7x24 Exchange member companies | Chapter members are peers |
| Data Center World exhibitors | Larger pool, filter by booth size |
| LinkedIn "Companies similar to [target]" | Algorithm finds business model peers |
Phase 4: Validate with quantitative data (20 minutes)
For each candidate competitor, pull:
SimilarWeb Free API
https://data.similarweb.com/api/v1/data?domain=COMPETITOR.com
Extract: monthly visits, global rank, bounce rate, pages/visit, traffic sources, top keywords with volumes + CPC.
Rate limiting: SimilarWeb throttles after ~5-10 queries. Space them out or accept 504 errors on some.
Company profile databases (web search)
For each candidate, search: "Company Name" employees revenue size
Sources that surface: RocketReach, ZoomInfo, LeadIQ, LinkedIn, Inc.com, Craft.co, Prospeo, Crunchbase, Glassdoor.
Revenue and employee data varies wildly across sources. Use ranges, not point estimates.
Phase 5: Build comparison matrices (30 minutes)
Product/service coverage matrix
List every capability the target company has. Score each competitor:
| Capability | Target | Comp 1 | Comp 2 | Comp 3 | ... |
|------------|--------|--------|--------|--------|-----|
| Cabinets/Racks | Yes | Yes | — | Yes | |
| PDUs | Yes | Yes | Yes | — | |
| UPS | Yes | — | Yes | Yes | |
| Cooling | Yes | Yes | Yes | — | |
| Containment | Yes | — | — | — | |
| Leak Detection | Yes | — | — | — | |
| Turnkey Installation | Yes | Yes | — | Yes | |
| Refurbished/Used | Yes | Yes | — | — | |
| Rental | Yes | — | — | — | |
| Coverage breadth | 9/9 | 5/9 | 3/9 | 3/9 | |
This matrix is the deliverable. It immediately shows where the target wins (unique capabilities) and where competitors crowd (commodity categories).
Shared manufacturer brand matrix
| Brand | Target | Comp 1 | Comp 2 | Comp 3 |
|-------|--------|--------|--------|--------|
| Eaton | Yes | — | Yes | — |
| Schneider | Yes | — | — | Yes |
| Starline | Yes | Yes | — | Yes |
| ... | | | | |
Geographic overlap map
| Territory | Target | Comp 1 | Comp 2 | Comp 3 |
|-----------|--------|--------|--------|--------|
| State A (HQ) | HQ | — | Yes (acquired local firm) | — |
| State B | Field sales | HQ | — | Yes |
| National | Yes | — | Yes | — |
Phase 6: Write the report (20 minutes)
Report structure
# Competitive Landscape — [Company] Top 10 Nearest Competitors
## Selection Criteria
[Target profile table + exclusion list with reasons]
## Dataset Screening (if applicable)
[How many companies screened, filtering steps, how many survived]
## The Top 10
[For each: name, HQ, revenue, employees, products, services, territory,
brand overlap, similarity score X/10, why they match]
## Product/Service Coverage Matrix
[Full table]
## Shared Manufacturer Brand Matrix
[Full table]
## Geographic Overlap Map
[Full table]
## Strategic Takeaways
[5-7 key findings: unique advantages, biggest threats, uncontested niches]
## Data Sources
[Every source cited]
Competitor profile template
### #N. Company Name
| Field | Detail |
|-------|--------|
| Website | example.com |
| HQ | City, State |
| Founded | YYYY |
| Employees | ~XX |
| Revenue | ~$X.XM |
| Products | [List] |
| Services | [List] |
| Territory | [States/regions] |
| Brand overlap | [Which brands they share with target] |
| Similarity score | X/10 — [Explanation of why] |
Common pitfalls
- Confusing partners with competitors. Manufacturers the target resells for are suppliers, not competitors. Flag them explicitly.
- Including companies that are 100x the target's size. A $5M company does not compete with a $500M company. Set a revenue ceiling.
- Trusting SIC codes. SIC 5045 "Computers and Peripherals" includes everything from smartphone distributors to data center VARs. >95% of a SIC-based list will be irrelevant.
- Not mining existing data first. The best competitor intelligence is already in the dossier's supplier, partner, and association files. Web searches should fill gaps, not replace local research.
- Judging competitors by web traffic. A company with 25,000 monthly website visits but no product overlap is not a competitor. A company with 850 visits/mo that carries the same brands and serves the same customers IS.
- Not building the matrices. A narrative list of 10 companies is mediocre. Product coverage matrices, brand overlap matrices, and geographic maps are what make the analysis actionable.
Combining with other skills
intelligence-dossier— Populates the04_Market_and_Customers/and05_Competitive_Landscape/sectionsopen-source-traffic-analysis— Use SimilarWeb API to benchmark competitor traffic and extract their keyword datadeep-research— If you need to go deeper on a specific competitor, use the 7-phase pipelinecompany-legal-reputation-research— Run on top competitors to find legal/compliance risks