A curated collection of thought pieces and industry deep-dives focused on the sectors that matter most to us. From emerging trends and market shifts to recent transactions and strategic forecasts, our reports deliver the insights you need to stay ahead.
Every AI query, EV charge, and new data center is straining a power grid built for a different century, and the money is already moving faster than most owners realize. $115 billion went into grid modernization last year alone. Data centers could be pulling 12% of the nation's electricity by 2028.
That's rewriting who's buying, what they're paying, and how fast they're moving on deals. Valuation multiples for the engineering, construction, and testing/inspection firms behind this build-out are running well above historical norms, and strategic, financial, and credit buyers are all chasing the same targets.
Our Q2 2026 Industry & Market Update lays out exactly where the opportunity stands, who's positioned to win, and why this window may not stay open long.