AI is changing markets in two ways at once. New capacity has to be built across infrastructure and industrial systems, and existing businesses have to adapt as software economics, buyer behavior and operating models change. We focus on the critical bottlenecks where both pressures are strongest, where demand is growing fast and supply is limited.
In Digital Infrastructure, Mission-Critical Enterprise Software, and Advanced Manufacturing & Services, we test the assumptions that matter most in each sector: grid access and reliance on a few large tenants in the first, switching costs and the risk of being replaced in the second, and the durability of order backlogs and margins in the third.
Regional data centers, edge facilities, dark fiber, the connectivity assets carrying AI workloads, and the businesses that build and serve them.
We assess grid access, how quickly new capacity fills, pricing power, reliance on a few large tenants, and the supply of skilled labor.
Core operational platforms, industry-specific software, data integration platforms and other software customers cannot switch off.
We assess the risk of replacement by AI, switching costs, pricing and packaging, and shifts in market share.
Cooling, transformers, switchgear, grid automation and the other equipment and services that power and cool AI computing.
We assess the durability of order backlogs, protection of intellectual property, customer economics, and whether margins hold as the business grows.
Mid-market private equity investors across the deal cycle, from acquisition strategy to exit readiness.
Acquisition strategy and screens, buy-side commercial due diligence, value creation and 100-day plans, and vendor due diligence that holds up under buyer scrutiny.
Insights
Telecommunications & Digital Infrastructure
Five tests to separate announced capacity from capacity that is commercially real.
Mission-Critical B2B Enterprise Software
Copying a software product and taking its customers are two different things.
Avoid making the wrong call. Choose proven Partners.