Acquisitions
More Consolidation in Workplace Analytics as Tango Acquires Locatee
March 6th, 2024learnd BMS Integration Business & Growth Strategy Examined
March 4th, 2024
Schneider Electric Smart Buildings Business & Financials 2023 Examined
In this Research Note, we examine the Smart Buildings business of Schneider Electric, based on their 2023 Full Year Results, presentations, Q3 and Q4 earnings calls. Significant partnerships, acquisitions and divestments in the smart buildings space are also highlighted throughout 2023. Schneider Electric Energy Management Division The Buildings end market of Schneider Electric is addressed […]
ABB Smart Buildings Business 2023 Examined
In this Research Note, we examine the Smart Buildings business of ABB, based on their February 2024 Factsheet and building automation portfolio, acquisitions, divestments and investments throughout 2023. This article updates our 2022 Examined article published in March 2023 and the Capital Markets Day update for Smart Buildings in December 2023. The Smart Buildings division, […]
Honeywell Building Technologies Business & Financials 2023 Examined
In this Research Note, we examine the Building Technologies business of Honeywell (HBT) based on their 2023 10K Report, investor presentations and commentary from their Q4 investor call. The strategic rationale for the Carrier Access Solutions acquisition is further discussed and significant investments and partnerships by HBT throughout the year are highlighted. Honeywell Products & […]
Motorola Solutions Video Security Business & Financials 2023 Examined
In this Research Note, we examine Motorola Solutions’ video security and access control business in the past year, based on their full-year financial results announced on 8th February 2024, an Investor Overview published in January 2024 and other announcements. We also review two recent acquisitions, which extend the group’s video security product portfolio through entry […]
Mapping the Strategic Direction of Patrizia in Smart Buildings & Cities
This Research Note examines the emerging strategic priorities of Patrizia within the buildings and infrastructure space. We have mapped M&A, divestments, strategic partnerships and investment activity to ascertain the growth ambitions of the company, by categorizing the various business relationships by technology and investment type over 5 years. Patrizia is a globally renowned investment group […]
Trane Technologies Commercial HVAC Business 2023 Examined
In this Research Note, we examine the 2023 business and financials of Trane Technologies, based on their full-year results announced on 1st February 2024, their 2023 10K Report and other announcements. Acquisitions, strategic investments and partnerships in the last 12 months are also highlighted. Since becoming a public company in 2020, Trane Technologies has positioned […]
The Rise and Fall and Rise of PSIM
Physical security information management (PSIM) has experienced a severely elongated hype-cycle since its first emergence in the mid-2000s, never really able to live up to the huge potential it promised. However, a flurry of activity this month has reinvigorated the discussion around the ambitious security approach. In this research note, we chart the history and […]
Influx of Capital from Private Equity Powers Smart Building Tech Space
This Research Note examines recent private equity backing of companies in the building technology space, with a focus on commercial real estate. We reviewed this topic in January 2022 in the context of growth in hybrid workplace technology. Since then, PE investors have continued to support software and technology-focused companies across the sector. There are […]
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