How Private Equity Can Capitalize on Electrification Trends in the Built Environment
U.S. electricity consumption is expected to increase by as much as 15% by 2050. The electric power space continues to evolve as demand increases (largely driven by technology and manufacturing), generation moves to renewable energy sources and transportation increasingly uses electric power. Investment opportunities span a wide spectrum — from supply to demand and utility scale to behind the meter — across which there are thousands of lower-middle-market firms operating.
In a sector that is highly fragmented and primed for professionalization, investors willing to grasp the nuances of varying geographies and markets will find ample opportunities to invest and create value. When it comes to opportunities in the electric power space, there are several themes that investors should consider:
- Reducing consumption and improving energy efficiency
- Growing government investment
- Improving the electrical grid
- Shifts in demand from data centers and manufacturing
Learn more about these trends and how smart investors can take advantage of the momentum.
