Power Alley 4/15/2026

Power Alley, by Industria Partners, is a collection of articles focusing on trends and transactions across the electrical infrastructure value chain. 

Chart of the Week: 

In the U.S., grid investment is expected to hit ~$1 trillion over the coming decade, split between transmission (37%) and distribution (63%). – J.P. Morgan

Recent Market News:

• U.S. utilities are planning a $1.4 trillion investment spree to patch up an aging power grid and meet rising electricity demand for the artificial-intelligence boom. – The Wall Street Journal 
• NERC is ‘actively monitoring the grid’ following Iran-linked cyber threat due to past disruptions of critical U.S. infrastructure through targeted programmable logic controllers. – Utility Dive 

Transactions:

• 4/13/2026: UL Solutions entered into a definitive agreement to acquire the electrical and electronics business of Eurofins Scientific for ~$670 million, enhancing its testing, inspection and certification business for electrical safety and connected products. – Business Wire
• 4/9/2026: Tecnikabel acquired EIS Wire & Cable, a company specialising in the design, manufacturing, and sale of specialty cables. – Andera Partners
• 4/8/2026: In tandem with the launch of Northridge Infrastructure Solutions, Imperial Capital acquired Aerial Solutions, a provider of helicopter-based vegetation management for utilities, pipelines, railroads, and government agencies. – PE Professional
• 4/7/2026: First Reserve completed a majority equity investment in Lindsey Systems, a provider of highly engineered solutions serving transmission and distribution grid infrastructure. – PR Newswire
• 4/1/2026: PK Companies acquired Pro-Surve Technical Services, a provider of technical inspection, asset integrity, and compliance solutions for the industrial and energy-sector. – Fidelity

In-Depth Read:
Reliability Insights: Battery Energy Storage System Contributions and Considerations for an Evolving Grid – NERC

Podcast:
Why Tech Giants Must Build Trust as Well as Tools to Advance the Grid – GridPulse

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