Physical Security
Johnson Controls Building Solutions Business & FY 2024 Financials Examined
November 15th, 2024Milestone Systems VMS Business & 2023 Financials Examined
November 13th, 2024
LMG: UK Smart Buildings Software & Services Provider Examined
In this Research Note, we examine LMG, the UK smart building solutions provider and systems integrator, based on their 2023 company accounts, filed earlier this year and the group’s recent strategies to meet the evolving needs of commercial real estate clients. LMG Profile Founded in 1986 and based in London, UK, LMG provides services for […]
dormakaba Access Solutions Business & FY2023/24 Financials Examined
In this Research Note, we examine one of the top three companies in the global access solutions market, dormakaba. Based on their FY2023/2024 financial results, year ending 30 June 2024 and their latest corporate presentation, this article highlights their solutions portfolio, financial highlights, and the latest results of their two business segments. dormakaba is listed […]
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 […]
Mapping the Strategic Direction of Bosch Energy & Building Technology in Smart Buildings 2024
This Research Note examines the emerging strategic priorities of Bosch Energy & Building Technology (EBT) sector in the smart buildings space. The EBT businesses comprise Building Technologies, Home Comfort (formerly Thermotechnology), and Bosch Global Service Solutions divisions. We have mapped acquisitions, divestments, strategic partnerships, and investment activity to ascertain the growth ambitions of the business […]
Carrier Portfolio Transformation: Exit of Commercial & Residential Fire Businesses
This Research Note reviews Carrier’s announcement to divest its commercial and residential fire business to an affiliate of Lone Star Funds for an enterprise value of $3 Billion. This transaction is part of a series of divestments, brought about by the acquisition of Viessmann Climate Solutions. The state of play of Carrier’s portfolio transformation activities […]
Mobotix Video Security Business & 2023 Financials Examined
In this Research Note, we examine the Mobotix video security business, based on their FY 2023 results, year ending 30 September 2023, Annual Report, FY 2024 outlook, May 2024 AGM Presentation, and our analysis of company strategy and position in the highly competitive video surveillance market. Mobotix 2022/2023 Financial Highlights Founded in 1999 and based […]
What’s Behind Bosch Building Technologies’ Acquisition of DMS AG?
This Research Note examines what’s behind Bosch Building Technologies’ acquisition of DMS AG, a German systems integrator for building and factory automation. We profile the acquired company and highlight the strategic rationale of the transaction, the growth strategy of Bosch Building Technologies division, and its divestment plans. DMS AG Profile Founded in 1981, DMS Digitale […]
Consolidation in the Critical Event Management & Mass Notification Software Market
This Research Note examines the flurry of consolidation activity in the critical event management software market announced in July 2024. We are seeing both corporate buyers in the physical security sector and private equity firms augmenting their portfolios with software that helps businesses anticipate, prepare for and efficiently respond to incidents. The latest transaction announced […]
