A wide range of infrastructure-focused businesses are seeing strong long-term demand tied to electrification, grid resiliency, regulatory enforcement, and asset renewal. That’s creating a steady stream of opportunities for today’s investors across power systems, utility services, environmental infrastructure, specialty industrial components, engineering, roadway infrastructure, water/wastewater, and test, inspection, and certification. And while AI is meaningfully improving efficiency, safety, and asset productivity across this ecosystem, it is generally not impacting core business models, revenue durability, or growth drivers. In fact, the sector’s insulation against AI disruptions makes it more appealing to investors than ever.
In a world being transformed by AI, a wide range of industrials sectors continue to provide investors with durable opportunities to deploy capital and achieve reliable returns. In particular, HALO businesses—defined by heavy assets and low obsolescence—operate at the physical foundation of the economy, producing materials, components, and systems that are required regardless of software advancement or digital substitution.
The pharma logistics sector is capturing strong investor attention as it becomes indispensable to modern healthcare delivery. “The pharma logistics ecosystem is the backbone of global healthcare, where operational precision and specialized handling expertise are vital for both treatment efficacy and asset value preservation,” says Cheairs Porter, a managing director.
Across healthcare, life sciences, industrials, infrastructure, and other highly regulated environments, organizations are increasingly reliant on software platforms that operationalize compliance, audit readiness, and risk management as core operating infrastructure.
For founders and family‑owned businesses considering a sale—especially to a strategic buyer—the emotional, operational, and legacy‑related implications can be just as complex as the financial ones.
Featuring resilient and recurring demand, a wide variety of engineered equipment, products, and components are on investors’ radar. While many categories are seeing success, companies specializing in building automation and controls are particularly appealing.
Organizations and consumers are both seeking ways to maintain cleanliness and safety, driving sustained demand for many types of products. At the intersection of the health and hygiene and janitorial and sanitation categories sits our recent client GOJO Industries. The company’s well-known PURELL® brand plays a unique and essential role in the daily lives of millions of people, whether in healthcare settings, at the workplace, in the businesses they frequent as customers, or in the home.
The proliferation of AI and advanced computing is driving an expansion in data center capacity, creating a critical bottleneck: reliable, immediate power. As power demand continues to accelerate, the gas turbine and reciprocating engines market is evolving from a relatively quiet sector into a compelling investment opportunity.
Automation is increasingly critical across modern discrete (factory) processes, enabling greater quality, higher throughput, and lower production costs. In fact, the $150B global discrete (factory) automation market is expected to expand at a 6% CAGR to reach $200B by 2030.1 “Automation is evolving into a strategic necessity that addresses skilled labor shortages, supply chain fragility, and the economics of reshoring while unlocking better productivity and sustainability,” says Mark Brune, a managing director in our Industrials Group.
The fundamentals underlying the commercial aerospace aftermarket have never been stronger with global air travel demand at record levels and climbing. To meet this demand, operators are keeping aircraft in service longer—a trend compounded by nearly a decade of new delivery shortfalls and ongoing reliability issues with latest-generation engines.
