Investments
Mappedin Secures $24.5m to Reshape the Indoor Mapping Market
April 13th, 2026Eaton’s $11B Acquisition Spree Powers Data Center Growth in 2026
March 23rd, 2026
Legrand’s Data Center Growth: Energy & Digital Transition 53% of Sales
In this Research Note, we examine Legrand Group, from the perspective of its 2025 financial results reported on 12th February 2026. We highlight the group’s strategic roadmap, its focus on high-growth segments and acquisitions, and then comment on Legrand’s positioning in the global data center infrastructure ranking. Legrand Profile Legrand, a French public company, positions […]
Climate Capital Flight: Why 58% of Building Energy Funding is Now Flowing to Europe
Something significant is happening in smart building investment. Climate capital, the money that funds the technology used to decarbonize our buildings, is shifting. Not dramatically, not overnight, but measurably and consistently. From the US toward Europe. And the data from our latest startups report tells the story clearly. In our latest, subscriber-only video, we break […]
dormakaba M&A Surge: 9 Deals in 14 Months Signals a Decisive Strategy Shift
This Research Note examines M&A and investment activity at dormakaba over the last 14 months, highlighting their commitment to execute their growth strategy at a bolder pace. We comment on this acceleration of external investments based on 6 bolt-on acquisitions and 3 strategic investments since February 2025, review their North American growth plan, and provide […]
Allegion: $630 Million in Acquisitions Fuels Digital Security Strategy
This Research Note examines Allegion plc, the global security products and solutions provider, based on its 2025 financial results, 10-K report, acquisitions and corporate venture funding throughout the year. Allegion Profile Allegion, a US public company headquartered in Ireland, is the standalone business formed in 2013 from the former commercial and residential security businesses of […]
Data Center M&A Surge: 11 Major Suppliers Battle for Dominance
This Research Note examines the major acquisitions, investments, and partnerships in the data center infrastructure sector since October 2024. We chart the activities of 11 primary suppliers of infrastructure to this vertical market as AI-driven demand and intense competition drive M&A and investment. Acquisitions, Investments & Partnerships in Data Center Infrastructure Our chart below documents […]
Spaceti Examined: AI Workplace Platform Growth in 2025
In this Research Note, we examine Spaceti, a Czech provider of a workplace experience platform for enterprise clients. We explore the platform functionalities, deployments, and disclosed funding before providing a full view of the startup. Spaceti Profile Co-founded in Prague, Czech Republic in 2016 by CEO, Max Verteletskyi, Spaceti offers an AI-powered space management platform, […]
Trane Buys LiquidStack: 2nd Data Center Deal in 3 Months Signals Ambition
This Research Note examines the acquisition of LiquidStack by Trane Technologies, highlighting the development of the scale-up since its founding, its funding from external investors, and its manufacturing footprint, before assessing how the major HVAC and electrical equipment players have been investing in this high-growth market. Transaction Details On 10th February 2026, Trane Technologies agreed […]
ABB Electrification Reports $800m in M&A & Investment Since 2023
This Research Note examines ABB’s Electrification business and their 2025 financial results announced on 29th January 2026. We explore the division’s overall revenues originating from the buildings and data center end markets, based on their revised ABB Factsheet and their acquisitions and investments strategy in 2025, drawing on their Capital Markets Day presentation in […]
