Water Investor’s Monthly December 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:

United States drought outlook for December 2025. – NOAA

Recent Market News:

• Amazon launched a series of new global replenishment projects across the US, UK, and Mexico, expected to restore over 2 billion liters of water annually through nature-based solutions that will also improve habitats and ecosystems. – ESG Today
• The WateReuse Association launched a major initiative to aid states in developing and updating water reuse regulations as demand for resilient water supplies intensifies across the United States. – Smart Water Magazine

Transactions:

• 12/1/2025: Veralto acquire In-Situ, a Colorado based water monitoring firm, for $422 million. – Denver Business Journal
• 11/20/2025: BioFiltro, a regenerative and nature-based wastewater treatment company, secured a $35 million strategic investment from Jordanelle Capital. – Morningstar
• 11/20/2025: Inframark acquired Dmytryka Jacobs Engineers, a provider of design, development, and implementation of instrumentation and control systems primarily for municipal water and wastewater clients. – Inframark
• 11/17/2025: Ardurra acquired MKN & Associates, a California-based engineering and consulting firm specializing in water and wastewater services. – Business Wire
• 11/12/2025: A. O. Smith acquired Leonard Valve Company, a provider of water temperature and flow control solutions, for $470 million. – PR Newswire

Deep Dive:
Letter From The Southwest: Texas’s Water Wars – The New Yorker

Other Media:
From Landfill Capacity to PFAs: The Pressures Reshaping Biosolids Management – 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