Power Alley 2/4/2026
Power Alley, by Industria Partners, is a collection of articles focusing on trends and transactions across the electrical infrastructure value chain.
Additionally, Industria will be attending the PowerTest conference. We encourage you to reach out to Chris Haymons, or Ren Lubchenco to schedule time for additional dialogue and market insights.
Chart of the Week:
Transmission planning and development grades by region. – Utility Dive
Recent Market News:
- Siemens Energy is expected to spend $1 billion to boost its manufacturing of grid and power-generation equipment in the U.S. to meet rising electricity demand. – The Wall Street Journal
- PJM Interconnection, which serves 67 million people from New Jersey to Chicago, issued a grid emergency and warned demand may exceed record levels for winter. – Yahoo Finance
- According to a new report released by Americans for a Clean Energy Grid, transmission planning and development has improved in most parts of the United States, driven by new federal planning requirements. – Utility Dive
Transactions:
- 2/3/2026: E&I Sales acquired Industrial Motor Services, an electric motor repair and maintenance provider. – Business Wire
- 2/2/2026: GE Vernova completed the acquisition of the remaining 50% stake of Prolec GE, a producer of transformers and transformer components. – GE Vernova
- 1/26/2026: Leidos acquired ENTRUST Solutions Group, a provider of engineering, consulting, and automation services to gas and electric utilities, from Kohlberg for ~$2.4 billion. – Leidos
- 1/26/2026: Elevate Service Group acquired Charged Electric Services, an Ontario-based electrical services provider. – Yahoo Finance
- 1/26/2026: Blackstone acquired Arlington Industries, a designer and manufacturer of electrical products including fittings, enclosures, and other components. – Blackstone
In-Depth Read:
2026 Megatrends Powering the Shift in the Utility Landscape – TRC Companies
Industria Partners maintains a core focus on high-value electrical services and products, offering tailored strategic advisory services to companies at every stage of the business cycle. Through industry connectivity, transaction experience, and expert execution, Industria delivers superior outcomes to its clients. Visit our website: Industria Partners
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