Our Insights
A collection of stories about our industries, capabilities, research, and the evolution of our firm.
Last month, stakeholders across the AI and data center ecosystem came together at the Infraday Midwest conference in Chicago. A breadth of perspectives from public agencies, equipment providers, utilities, and engineering firms revealed a ...
Coca-Cola's Fairlife dairy business went offline in the U.S. in mid-July after a ransomware attack, with production suspended at all four U.S. facilities while the company worked with cybersecurity experts and law enforcement to investigate. ...
For the last twenty years, putting a company's name on a stadium was treated as a marketing expense. Companies were paying for the brand exposure and moving on to the next opportunity at contract end. That math no longer holds: the same ...
The Challenge Geopolitical tension, reshoring, and shifting demand are disrupting the Aerospace & Defense manufacturing landscape. Our client, a private equity firm, saw an opportunity to consolidate Tier 3 precision manufacturers and ...
The Challenge The U.S. grid is entering a forced upgrade cycle as the Copper Sunset ends decades of substation communication over Plain Old Telephone Systems (POTS). As utilities replace legacy hardware with modern technologies, a new data ...
The Challenge Renewable energy is weather dependent and geographically constrained. Solar and wind generate power when conditions allow, and that power needs to be stored before it can reliably fuel the grid. Solving that problem requires ...
Across the industrial automation landscape, several firms have pursued recent divestitures and spin-offs to streamline and reorient their businesses around growth-focused areas.
Clean hydrogen production (blue, green, etc.) has had a compelling long-term thesis for years and no viable path to get there. That gap is the direct result of systematic problems that compounded across a decade.
Fox Corporation's $22 billion acquisition of Roku provides Fox with a scaled, next-generation connected TV (CTV) platform, access to over 100 million global streaming households, and lucrative first-party ad-targeting data.
The automation industry has largely solved the mechanical problem. Moving, lifting, transporting, and manipulating physical objects are capabilities that exist. What Automate 2026 made clear is that the industry is pivoting toward ...
Energy companies across the industry had quietly begun forming partnerships with quantum providers, and leadership of one of the world’s largest companies recognized that a race was underway.
By 2030, India and China are projected to add over half a billion new consumers and $9 trillion in new annual spending.
What sports betting's regulatory disruption means for the industries that never placed a bet.
The head of the International Energy Agency delivered a stark warning: Europe has "six weeks or so of jet fuel left"
Industrial software is reaching an inflection point. Platforms are larger than ever, M&A activity has seen surges in the last 5 years, and marketing decks promise AI will deliver new frontiers.
What began as a mechanism to optimize price based on supply-and-demand in a few industries, is now rapidly expanding its reach, and growing more sophisticated in how it is used to target individual consumers.
three markets are vying for control of the energy that powers Phoenix, Las Vegas, and Portland, marking the largest structural change to western wholesale power in decades.
American drinking is in decline, and the data is unambiguous. The share of U.S. adults who consume alcohol has fallen to a historic low, dropping from 67% in 2022 to 54% in 2025.
The Challenge The AI revolution is not just a technology trend but a structural shift with direct implications for business. Operating in a region with ambitious national goals to become an AI hub, leadership of an energy company sought to ...
Operators are shifting toward digital mines that optimize resources, reduce waste, and significantly improve worker safety while minimizing environmental impact.
This year's CERAWeek was organized around a single, powerful theme: "Convergence and Competition."
Quantum computing has left the research lab. Senior leaders are already building strategies around it. The short window for early-mover advantage is open.
Aerospace and defense reaches a strategic inflection point as policy, ai, and manufacturing advance; reshaping supply chains and competition.
Energy transition outlook: policy, renewable energy investment, electrified transport, and storage are transforming global power markets.
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