Articles

This research note examines Schneider Electric’s emerging strategic priorities in the smart building space. We have mapped acquisitions, divestments, strategic partnerships, and investment activity to ascertain the growth ambitions of the group, by categorizing the various business relationships by technology and investment type. This article is intended as a non-exhaustive indicator of Schneider Electric’s strategic […]

AI assistants are becoming pervasive across many software applications. It’s easy to forget that the ChatGPT chatbot developed by OpenAI only launched less than two years ago (November 30th 2022). Since then, numerous iterations, developers, and applications have emerged, reimagining how we can interact with information systems. All of a sudden, the popular “Single Pain […]

This Research Note examines Akila, an Asian provider of a digital twin data platform that centralizes and visualizes data from one site up to an entire building portfolio for property management and optimization. A Startup Backed by Aden Group Launched in 2021 in Singapore, Akila is backed and incubated by Aden Group, an Asia-based facility-management […]

This Research Note examines the emerging strategic priorities of Johnson Controls (JCI) in the smart buildings space. We have mapped acquisitions, divestments, strategic partnerships, and investment activity to ascertain the growth ambitions of the group, by categorizing the various business relationships by technology and investment type. This article is intended as a non-exhaustive indicator of […]

In this Research Note, we examine the role of Keyframe Capital Partners, L.P., a New York-based SEC-registered investor in the smart buildings space, reviewing 10 target companies in its portfolio. To date, Keyframe Capital has invested in financing the energy transition, across transportation, buildings, and energy infrastructure markets. Founded in 2019, the firm invests across […]

Belimo, a listed company on the Swiss Stock Exchange, hosted its Capital Markets Day 2024 on 4th September 2024. This Research Note focuses on the building automation device manufacturer’s perspective on its growth targets. This is an update to our previous coverage of Belimo’s growth strategy and our latest Examined article. At Capital Market Day […]

In this Research Note, we examine Haltian, the Finnish developer of IoT hardware and software solutions for the built environment. This analysis, updating our June 2022 article on Haltian, focuses on the company’s recently launched products and solutions, its financial performance between 2020 and 2023, funding, and deployments. Founded in 2012, they are headquartered in […]

This Research Note examines Wago Group, a German supplier of electrical interconnection technology and automation products for buildings and factories. We analyze their 2023 financial highlights and growth strategy in building automation solutions and cloud services. Wago Profile Wago Group is a German manufacturer of over 25,000 products, systems, and solutions for electrical interconnection technology […]