The impact of generative AI on the semiconductor supply chain is vast and multifold: High-performance computing is exploding, the data center buildout is accelerating, and a range of technology companies and emerging AI players are tapping into the opportunity.

Semiconductor Supply Chain: An Escalating Need for Advanced Chips

The engineer's gloved hand is holding the CPU chip against the background of the motherboard.

IND Article Semiconductor Web Media

Infrastructure Platforms: Value Across the Asset Lifecycle

EPI IND Article Infrastructure Platforms Web Media

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.

Industrials: The HALO Effect in the AI Era  

IND Article HALO Web Media

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.

Discrete Automation Report: Technology, Scale, and the Next Wave of Industrial Investment

IND Report LEK Discrete Automation Web Media

Data Centers: Power Demand and the Gas Turbine Opportunity

ADG IND Article Gas Turbines Web Media

Water Services: M&A Momentum Across the Value Chain

IND EPI BS CONS Article Water Multi-Deal Web Media

Process Industry Automation Report: Emerging Applications Power Growth

Car Factory Engineer in High Visibility Vest Using Tablet Computer. Automotive Industrial Facility Working on Vehicle Production on Automated Technology Assembly Plant.

IND Report LEK Process Industry Automation Web Media

Chemicals Q4 2025

IND Sector Brief Chemicals web-media

Smart City Mobility 2H 2025

Test & Measurement 2H 2025

IND Sector Brief Test & Measurement 2H 2025 Web Media

Chemicals & Specialty Materials Q2 2025

Chemicals & Specialty Materials Q1 2025

Chemicals & Specialty Materials Sector Brief LI web-media

Chemicals & Specialty Materials Q3 2024

Chemicals & Specialty Materials Q2 2024

Chemicals & Specialty Materials Sector Brief Header

Space to Grow: Insights from Satellite 2024

ADG IND Article Space-Satellite Event Header

Chemicals & Specialty Materials Q1 2024 

Chemicals & Specialty Materials Q4 2023

IND Chemicals Specialty Materials Key Focus Area 2

Industrials: Onshoring Generates Tailwinds Across Segments

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Industrial Software Q4 2023

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Chemicals & Specialty Materials Q3 2023

Infrastructure & Outsourced Services: Momentum Across Key Segments

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Infrastructure Investors: Creating New Opportunities Across a Diverse Range of Industries 

Industrial Automation: Multi-Part Series from Harris Williams and L.E.K. Consulting

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Industrials | 2023 Outlook

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Warehouse Automation: Global Trends With L.E.K.

Warehouse Automation Industrials - Stock

Discrete Automation: Global Trends With L.E.K.

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Industrial Technology

Chemicals & Specialty Materials Update | Q1 2022

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Industrial Technology: Smart City & Mobility Tech Update | Q1 2022

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Vantage Elevator Solutions: Understanding Today’s Industrial Differentiators

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We explore the evolution of the Industrial Internet of Thing (IIoT) sector and share three strategies that can help investors build value in the space.

Xirgo Technologies: From Product to Platform

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Industrial Software Sector Review - Q1 2021

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Industrial Software Sector Review - Q4 2020

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Industrial Software Sector Review - Q3 2020

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Industrial Automation Sector Update - Q4 2020

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Industrial Technology Update - Q3 2020

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Industrial Software Sector Review - Q2 2020

Smart City and Mobility Tech Update - Q3 2020

Industrial Technology: Market Observations

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Industrial Software Sector Review - 1Q 2020

Industrial Technology Update - Q1 2020

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Industrial Software Sector Review - 4Q 2019

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Sensing Opportunity: Building a Marquee Industrial Sensor Company

Industrial Software Sector Review Update - 3Q 2019

Industrial Technology Update - Q3 2019

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Industrial Software Sector Review Update - 2Q 2019

Essential Inputs: Tech Air Shows Opportunity in Specialized Industrial Distribution

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The Asia Angle: Tapping into Demand for Western Industrial Companies

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Smart City: Rapid Growth, Diverse Opportunities

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Industrial Technology Update - Q1 2019

Practical Innovation: Tapping into Data Center Growth

Private Equity and IIoT: Finding the Best Fit

2022 Outlook | Industrials Group

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Industrials: Long-Term Dynamics Drive Investment Opportunity

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IND Article M&A Momentum LI web-media

Healf Receives Minority Investment from SEMCAP

Mergers & Acquisitions

Consumer

Private Capital Solutions

Consumer Services

Consumer Products

7047 Healf NT SP

Valco Melton Acquired by Graco Inc.

Industrials

Engineered Equipment, Products & Components

Packaging

6996 Valco Melton NT SP PENDING

JT Thorpe Group Inc. Acquired by Truelink Capital

Energy, Power & Infrastructure

Engineering & Construction

Infrastructure

7399 JT Thorpe NT

IPS Group, Inc. to be Acquired by Nayax

Technology

Vertical Software

7337 IPS Group NT PENDING

Inspectorio Receives Growth Investment from Apax Digital Funds

IT Services

Third-Party Logistics

Enterprise Software

7049 Inspectorio NT

Sunbelt Solomon Acquired by TJC

Energy Technology

Utility & Telecom

Environmental Services

6764 Sunbelt Solomon NT

InfraXmedia Acquired by Bowmark Capital

Technology and Data Services

7374 InfraXmedia NT

Life Couriers Acquired by JLL Partners

Transportation & Logistics

Healthcare & Life Sciences

Outsourced Provider Services

7054 Life Couriers NT

Deutsche Private Equity to Acquire FOGTEC

7614 FOGTEC - Deutsche Private Equity NT PENDING

Paradigm HSE Acquired by Quad-C Management

Business Services

Commercial & Industrial Services

6732 Paradigm HSE NT

New Mountain Capital to Acquire Jensen Hughes

7626 Jensen Hughes - New Mountain Capital NT PENDING

Crowe Partners with KKR

Professional & Tech-Enabled Services

6932 Crowe NT SP

Woof to be Acquired by The Farmer’s Dog

Food & Beverage

6946 Woof NT SP PENDING

Saber Power Services to be Acquired by Veritas Capital

Energy Management

6722 Saber Power Services NT PENDING

Trinity Consultants to be Acquired by Veritas Capital

7285 Trinity Consultants NT PENDING

Apax Funds Makes Strategic Investment in Sedex

7436 Sedex - Apax Funds NT SP

Ridgemont Equity Partners Acquires ENTACT

7536 ENTACT - Ridgemont Equity Partners NT

Sentech to be Acquired by Spectris

Aerospace, Defense & Government Services

Defense and Space

7340 Sentech Inc. NT PENDING

The Béaba Suavinex Group to Sell Majority Stake to Portobello Capital

5963 Beaba Suavinex Group NT PENDING

Micross Components Inc. to Acquire AEMtec

7618 Micross Components - AEMtec GmbH NT PENDING

Peterson Partners Completes Single-Asset Continuation Vehicle for Ennoble Care

Providers

7375 PCS Ennoble Care - Peterson Partners NT

GracoRoberts to Receive Strategic Investment from Tinicum

Aviation Services

Specialty Distribution

Chemicals & Specialty Materials

7042 GracoRoberts NT PENDING

Elara Caring Receives Strategic Investment From Ares and DaVita Inc.

6393 Elara Caring NT SP

Dresser Utility Solutions to be Acquired by Blackstone Energy Transition Partners

Testing, Inspection, Certification & Compliance

7247 Dresser Utility Solutions NT PENDING

Warren Equity Partners Forms Warren Equity Partners Fund V

Primary Fund Placement

7327 PFP Warren Equity Fund V NT

Columbia Capital Completes Continuation Vehicle for TerraPact

7092 PCS TerraPact - Columbia Capital NT

DecoPac Acquired by Sentinel Capital Partners

6976 DecoPac NT

Integra Testing Services Acquired by Harvest Partners

7339 Integra Testing Services NT

Tex Tech Acquired by Michelin

Aerospace Technology & Products

7085 Tex Tech Industries NT

Armstrong Transport Group Acquired by Quad-C Management

7228 Armstrong Transport Group NT

Hubbell Incorporated Acquires NSI Industries

Building Products & Materials

7481 Hubbell Incorporated - NSi Industries NT

USG Water Solutions Acquired by Warren Equity Partners  

USG Water Solutions, a portfolio company of Turnspire Capital Partners, has been acquired by Warren Equity Partners

7061 USG Water Solutions NT