Investments
Mapping the Strategic Direction of Schneider Electric in Smart Buildings – Part 2
January 23rd, 2023Mapping the Strategic Direction of Schneider Electric in Smart Buildings – Part 1
January 17th, 2023
Mapping the Strategic Direction of Allegion in the Smart Building & PropTech Space
Spun off from Ingersoll Rand in 2013, Allegion (NYSE: ALLE) has become an established player in the physical security industry for commercial and residential building markets around the world. In this research note, we map the key acquisitions, partnerships, and investments made by Allegion in the past six years to reveal the firm’s strategic priorities […]
Mapping Cushman & Wakefield Strategy in Smart Buildings
This Research Note examines the emerging strategic priorities of Cushman & Wakefield in the smart commercial buildings space. We have mapped M&A, divestments, strategic partnerships and investment activity to ascertain the growth ambitions of the business, categorizing the various business relationships by technology and investment type over a 3-year period. This article is intended as a non-exhaustive indicator of Cushman […]
Johnson Controls Business and 2022 Financials Examined
In this Research Note, we examine the Johnson Controls business, based on their Q4 earnings release, conference call, investor presentation and 10K, reporting financials year ending 30th September 2022. Johnson Controls International plc (JCI), headquartered in Cork, Ireland, is a pure-play smart buildings player, serving a wide range of customers in more than 150 countries. They […]
Mapping the Strategic Direction of Honeywell in the Smart Buildings Space – Part 2
This Research Note examines the emerging strategic priorities of Honeywell in the smart commercial buildings 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 a 3-year period. This article, Part 2 of a 2-part analysis (Part 1 […]
Mapping the Strategic Direction of Honeywell in the Smart Buildings Space – Part 1
This Research Note examines the emerging strategic priorities of Honeywell in the smart commercial buildings 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 a 3-year period. This article, Part 1 of a 2-part analysis, is intended as […]
SenseTime’s Artificial Intelligence Business Examined
In this research note we examine the ups and downs of Chinese artificial intelligence (AI) giant, SenseTime, during their turbulent first year as a publicly traded company. Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes images, including faces, and competes directly with Megvii Technology, backed by the Alibaba Group, which […]
Mapping the Strategic Direction of JLL in the Smart Buildings Space – Part 2
This Research Note examines the emerging strategic priorities of JLL in the smart commercial buildings 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 a 3-year period. This article, Part 2 of a 2-part analysis, is intended as […]
Is the Failed tado Deal Another Nail in the SPAC Coffin?
Another month and another failed SPAC in the smart buildings industry, this time involving German smart thermostat provider, tado. Each special purpose acquisition company (SPAC) deal offers a different set of reasons for failure, but on the surface, the tado deal with GFJ ESG (the SPAC) appeared to have all the ingredients for success. Tado has […]
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