ADT
ADT Spain Sold for $98M: Another Johnson Controls Divestment
August 10th, 2026ADT UK Residential Sold for £180M: Inside Johnson Controls Divestment Strategy
July 20th, 2026
Johnson Controls Advances Digital Strategy: 2025 Earnings Show Services Expansion
In this Research Note, we examine the Johnson Controls building solutions business, based on 5th November 2025 Q4 earnings release, conference call and investor presentation, reporting financials year ending 30th September 2025. We also highlight additional recent divestments not mentioned on the conference call and conclude with a view of progress in digital services and […]
Verisure 2025 IPO: Understanding the Shift in Professional Security Services
In this Research Note, we examine Verisure, the monitored security services firm that has recently completed its IPO. We highlight the transaction details, explore the business, based on its IPO prospectus and recent company presentations, before commenting on their strategic acquisitions in the self-monitored and professionally monitored security markets. Transaction Details Verisure completed its IPO […]
Johnson Controls Building Solutions Business & FY 2024 Financials Examined
In this Research Note, we examine the Johnson Controls building solutions business, based on their 6th November Q4 earnings release, conference call, investor presentation, and reporting financials year ending 30th September 2024. Johnson Controls International plc (JCI), headquartered in Cork, Ireland, positions itself as a pure-play smart buildings player, with a comprehensive building automation, HVAC […]
Mapping the Strategic Direction of Johnson Controls in Smart Buildings 2024
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 […]
What’s Behind Johnson Controls Move to Divest Residential & Light Commercial HVAC to Bosch?
This Research Note examines what’s behind Johnson Controls’ latest move to divest its residential and light commercial HVAC equipment business to the Bosch group. We review the transaction details and rationale in the context of JCI’s strategic transformation, before exploring other non-core divestments and our conclusions. Residential & Light Commercial HVAC Transaction Details On 23rd […]
What’s Behind the Sale of Johnson Controls Air Distribution Business?
Johnson Controls has announced plans to sell its Air Distribution Technologies business, which it acquired in 2014 for $1.6 billion, for an undisclosed amount to Los Angeles private equity firm Truelink Capital. The transaction is expected to close in the second half of 2024 and marks another step in a broad transformation of the pure-play […]
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 […]
10 Notable Physical Security Acquisitions in 2023
This Research Note reviews physical security acquisitions in the commercial smart buildings space over the last 12 months. We highlight significant M&A transactions in video surveillance, access control, electronic locking, alarm monitoring, fire detection & suppression, and life safety systems. 3 major transactions in the physical security sector were completed in 2023 – Carrier divested […]
Next Page