During Goldman Sachs’s recent earnings call, CEO David Solomon said the US “is in the middle of an AI capex super cycle” due to AI infrastructure buildouts. There are other insiders that suggest we are not in the middle, but rather ......
Revenue growth for specialty contractors has risen by double digits every year since 2020, with durable, multi-year demand tailwinds in healthy geographic markets. While digital and power infrastructure expose remains......
Transaction activity across electrical components has remained steady, supported by consolidation of a highly fragmented manufacturer base. Large public buyers are adding scale in power distribution and grid hardware, while sponsorbacked platforms pursue add-ons ......
Urgent care centers deliver walk-in treatment for illnesses and injuries that need prompt attention but not an emergency department, spanning infections, sprains, minor fractures, and lacerations, with on-site X-ray, laboratory testing, occupational medicine ......
HVACR services providers install, maintain, repair and replace heating, ventilation, air conditioning and refrigeration systems for commercial, industrial and residential customers. The sector spans mechanical contracting, recurring service and maintenance agreements ......
Transaction volumes across the contractor supplies distribution market have been led by national strategics and sponsor-backed platforms completing branch-level add-ons to extend coverage and product breadth....
Long-term care providers deliver the ongoing custodial and skilled care required by individuals who can no longer independently perform activities of daily living ("ADLs"), spanning a continuum that runs from home care and home health ...
Engineering and design services providers deliver technical, regulated services, such as civil, structural and geotechnical engineering, as well as architecture, surveying and interior design. ...
Transaction volume across the automotive and truck parts market has been led by sponsor-backed consolidators, with several acquirers closing multiple add-ons inside the period to build multi-brand platforms....
Behavioral health providers deliver the diagnosis, treatment, and prevention of mental health conditions, substance use disorders, autism, and eating disorders, spanning a continuum of care that runs from ......