Smart Thermostat

Energy

Learnd BMS Integration Business, SPAC Listing & Growth Strategy Examined

May 9th, 2023
Smart Buildings

Is the Failed tado Deal Another Nail in the SPAC Coffin?

October 31st, 2022
Security

Alarm.com Connected Property Business and Financials Examined

In this Research Note, we examine Alarm.com, a US provider of physical security, intelligent automation and energy management solutions for the smart home and commercial real estate. This analysis is based on their 2021 and Q1-2022 financial results, 10K Report, investor presentations, M&A and diversification strategy. Alarm.com, founded in 2000, became a public company in June 2015 on Nasdaq under […]

Smart Buildings

Legrand Connected Buildings Business & 2021 Financials Examined

In this Research Note, we examine Legrand Group, from the perspective of its latest financial results, strategic roadmap, acquisitions, and connected buildings strategy, based on investor presentations, 2021 Capital Markets Day and their 2021 Universal Registration Document. Legrand positions itself as the only global pure player in the electrical and digital building infrastructure industry, with the largest product offering on […]

Smart Buildings

The State of SPACs in the Smart Building & PropTech Space

In this Research Note, we examine companies in the proptech and smart buildings space which have opted for a SPAC route to become publicly listed in 2021 and 2022 to date, based on their annual reports, investor presentations, our M&A transactions database and analysis of previous deals.   SPAC acquisitions accounted for 11 completed transactions in the smart […]

Smart Buildings

Trane Commercial HVAC Business 2021 Examined

In this Research Note, we examine the commercial HVAC business of Trane Technologies, which includes their building automation and energy services portfolio. It is based on their 2021 annual results, investor presentations and related activities throughout 2021. Trane Technologies was formed in 2020 following a spin-off from Ingersoll Rand’s Climate Division. As a vertically integrated enterprise, Trane offers […]

Smart Buildings

The Smart Contractor: A Disruptive Idea for Smaller Buildings

General contractors, technicians, and handyman-labor hold unique roles, especially within the small and medium scale residential and commercial building sector. Every day these figures are welcomed into buildings for repairs and develop trust through maintenance of critical systems. Every day they advise building operators on how to optimize their systems and even guide decision-makers on […]

Security

Still No Sign of Nest Security Products As Internal Unrest Goes Public

Amid growing reports of unrest at Nest, new information has leaked about the companies foray into the home security sector. It is not exactly a secret that Google’s $3.2 billion dollar acquisition intended to release security related products. On the contrary, the only surprise has been how long it has taken for the company to […]

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