Power Alley 9/16/2026

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

Industria will be attending the NECA Convention in Las Vegas on October 5 – 6th. We encourage you to reach out to Julia McMillan or Ren Lubchenco to schedule time for additional dialogue and market insights.

Chart of the Week: 

Unlike a broader cost-of-living map, some relatively affordable states have above-average utility costs, while several Western states benefit from access to lower-cost power sources such as hydropower. – Visual Capitalist

Recent Market News:

• The U.S. EPA finalized the repeal of the majority of the Biden administration’s greenhouse gas emissions requirements for U.S. power plants, and proposed rescinding every remaining greenhouse gas emissions standard for the power sector. – Utility Dive
• The data centers powering artificial intelligence are eating the electric grid, with the International Energy Agency reporting energy consumption by these facilities has jumped 80% from 2020 to 2025. – Quartz 

Transactions:

• 9/15/2026: STV Group acquired CHAMPS a provider of substation engineering and design, engineering studies, protection, control and automation, quality assurance, and construction support. – Yahoo Finance 
• 9/14/2026: AirJoule Technologies acquired BitSink, a designer and manufacturer of cooling, electrical distribution, and racking infrastructure for AI and high-performance computing data centers. – AirJoule
• 9/14/2026: Loenbro (Kohlberg & Company) acquired Prism Electric, a provider of electrical construction, service, maintenance, and integrated technology solutions for complex and mission-critical projects. – BusinessWire
• 9/11/2026: Herzig Engineering, a provider of electrical safety and reliability services, acquired Brady Infrared, a provider of infrared inspection for electrical, utility, and building envelope systems. – Herzig Engineering
• 9/10/2026: MidOcean Partners sold SI Solutions, a provider of engineering, testing, and software solutions to critical infrastructure end markets, and its subsidiaries to a Macquarie Asset Management-led consortium. – MidOcean Partners
• 9/9/2026: A-Rent Test Equipment, a provider of electrical test equipment rentals, calibration, and asset management services, received a majority growth investment from Bregal Sagemount. – BusinessWire
• 9/2/2026: Voltaris Power (Mill Point Capital) acquired Electronic Power Design, a provider of mission-critical power distribution equipment and solutions serving data center, commercial, and industrial markets. – BusinessWire

In-Depth Read:
Winter 2026 Arctic Events: A System Performance Review – FERC

Podcast:
Energy Management Goes Beyond Monitoring to Decision-Making – The POWER Podcast

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