Power Alley

Power Alley

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 DistribuTECH and PowerTest conferences. We encourage you to reach out to Chris Haymons, Julia McMillan, or Ren Lubchenco to schedule time for additional dialogue and market insights.

Chart of the Week:
The EIA expects 2027 to be the fourth consecutive year in which U.S. electricity sales grow, with the commercial and industrial sectors driving most of the sales growth in 2026 and 2027.

Recent Market News:

  • ComEd submitted a new $15.3 billion, four-year grid plan to the Illinois Commerce Commission to meet projected increases in electricity demand across northern Illinois. – Yahoo Finance
  • Switched Source, a developer of grid-enhancing, distribution automation technologies, addressed the rising electricity demand problem by increasing Phase-EQ deployments by 60% over the last year. – Business Wire
  • The Trump administration urged the PJM Interconnection to hold an auction so data center owners could bid on 15-year power purchase agreements, in an effort that could support $15 billion in new power plants, according to a U.S. Department of Energy report. – Utility Dive

Transactions:

  • 1/14/2026: Industria Partners advised Team UIS, a provider of electrical testing, maintenance, SCADA, and related field services to the utility, industrial, data center, and infrastructure markets, on its sale to Platte River Equity. – Platte River Equity & Industria Partners
  • 1/9/2026: H&MV Engineering acquired Cooke Power Services, a provider of high-voltage electrical services, specializing in substation construction, testing, and maintenance. – H&MV Engineering
  • 1/6/2026: A&M Capital backed East Coast Power acquired United Powerline Solutions, a provider of repair and maintenance services for overhead power distribution infrastructure. – A&M Capital
  • 1/6/2026: Kohlberg backed Resa Power acquired 3MD Power Services, a provider of high-voltage testing, repair, maintenance, and installation of large power transformers. – Resa Power
  • 1/6/2026: Aecon Utilities Group completed the previously announced acquisition of K.P.C. Power Electrical and K.P.C. Energy Metering Solutions, a provider of high-voltage testing, commissioning, and energy metering solutions. – Aecon Utilities

In-Depth Read:
Utilities under pressure: 6 power sector trends to watch in 2026 – Utility Dive

Podcast:
Redefining Resilience for Utilities with Michael Levy – The Grid Mod Pod

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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


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