Power Infrastructure Industry Outlook: Steady Demand, Selective Growth Analysts covering the power infrastructure sector describe an environment of steady, multi-year demand rather than the boom-and-bust cycles that characterized earlier decades of utility construction. Grid hardening, renewable interconnection, and replacement of aging transmission assets have combined to create a durable backlog for large specialty contractors, one […]

European Private Equity: A Market in Transition European private equity has spent the past several years adjusting to higher financing costs, a slower exit environment, and investors who expect more discipline before committing fresh capital. Firms that entered this period with conservative leverage and patient capital structures have generally weathered the adjustment more comfortably than […]