Data Center
Schneider Electric’s Saudi Deal Boosts Building Automation 2026
October 1st, 2026Apleona Under Bain Capital: 6 Deals in 18 Months
September 10th, 2026
Vertiv Moves Upstream: What the $1.45B UIG Deal Means
This Research Note examines the recently announced acquisition of UtilityInnovation Group (UIG) by Vertiv. We explore the transaction details, the target business profile and the strategic rationale of the acquisition before commenting on the M&A history of Vertiv and comparing their microgrid strategy with the group’s data center infrastructure peers. Transaction Details On 2nd September […]
WAGO Targets Data Centers in 2026: A Proven Growth Play
This Research Note examines WAGO Group, a German supplier of electrical interconnection technology and automation products for buildings and factories. We analyze their 2025 financial highlights and growth strategy in the building automation business in 2026. This article updates our coverage of WAGO from September 2024. WAGO Profile The company addresses various market segments and […]
Liquid Cooling M&A: Deals Reshaping Data Centers in 2026
This Research Note examines the latest acquisitions in liquid cooling technology by the major HVAC and data center infrastructure players over the last 8 months. This updates our November 2025 Research Note on Liquid Cooling Acquisitions: 4 Major Deals Reshape Data Center Market in 2025 and our February 2026 Note on Data Center M&A Surge: […]
learnd Post MBO: EBITDA Grows 63% in Q1 2026
This Research Note examines learnd UK & Ireland BMS integration and service business, after their strategic MBO in September 2025. We review 2025 and Q1 2026 financial highlights, based on AnchorCore SE announcements, before commenting on their strategy to date. learnd UK Profile learnd Ltd addresses the growing market for intelligent, energy-efficient building management in […]
75F Acquisition Examined: 3 Reasons Carrier Made This Deal
This Research Note examines the announcement on 23rd July 2026 that Carrier Global has acquired 75F, a Minnesota-based provider of IoT building management systems. We draw on our previous coverage of 75F in February 2025 and our analysis of Carrier’s digital buildings and AI strategy in our 2026 Startups and AI Reports. Strategic Rationale of […]
8 Incumbents Betting Big on Smart Building Startups in 2026
In the first half of 2026, 23% of strategic investments in smart building startups involved a major industry player, participating either as sole investor or as part of a funding round. The incumbents are no longer observing the startup ecosystem from a safe distance. They are actively shaping it. Our new report, Startups in Smart […]
Albireo Energy Reports 13% Service Revenue Growth & PASCO Deal
This Research Note examines Albireo Energy, the largest independent building control systems integration and energy services company in the U.S. We explore their 2025 financial highlights, their strategy, and their latest acquisition, PASCO Building Automation Systems. This article updates our July 2025 Research Note on the company. Albireo Energy Profile Founded in 2014, Albireo Energy, […]
JLL Spark: The $445m Venture Arm Shifting to AI & Data Center Infrastructure
This Research Note examines the technology strategy of JLL, the $26.1B global real estate services firm, investing in startups in the smart buildings space. We examine the investments of JLL Spark over the past 18 months and highlight their shift in focus, before commenting on their alignment with broader trends in the sector and how […]
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