Water Investor’s Monthly November 2025

Water Investor’s Monthly, by Industria Partners, is a review of trends and transactions in water across the U.S., including water rights, storage, transportation infrastructure, and wastewater treatment, services, and equipment.

Chart of the Month:

A new Bluefield Research study estimates that capital expenditure for municipal reuse infrastructure and treatment systems are forecasted to average $47.1 billion from 2025 through 2035. – Bluefield Research

Recent Market News:

• Sustainable Water Tech Accelerator launched its seven-company cohort targeting high-growth opportunities in contamination removal, lead prevention, nanofiltration, water reuse, and circular resource recovery. – mHub
• A new partnership linking The Water Center at Penn, Amazon, the Water Environment Federation (WEF), and the Leading Utilities of the World, seeks to find answers about the intersection of artificial intelligence and water. – University of Pennsylvania

Transactions:

• 10/27/2025: American Water Works Company acquired Essential Utilities creating a leading regulated U.S. water and wastewater utility with a pro forma market capitalization of ~$40 billion and a combined enterprise value of ~$63 billion. – Business Wire
• 10/27/2025: DuBois Chemicals acquired Broadmoor Products, a provider of specialty water treatment chemicals and services. – Yahoo Finance
• 10/15/2025: Western Midstream Partners acquired Aris Water Solutions for $415 million, creating an integrated Permian Basin platform for sustainable water management and midstream operations. – PR Newswire
• 10/8/2025: CIRCOR International acquired Flowserve’s herringbone pump product line, expanding its capabilities across water, wastewater, and industrial fluid-handling applications. – Business Wire

Deep Dive:
Traces of Old Farm Chemicals Contaminate Water Across the U.S. – Circle of Blue

Other Media:
What’s at Stake When Cyber Threats Target Water Infrastructure? – The Future of Water

Industria Partners provides focused strategic advisory services to industrial, climate, infrastructure, and energy companies at every point across the business cycle. Through industry connectivity, transaction experience, and expert execution, Industria delivers superior outcomes to its clients. Visit our website: Industria Partners