Bluefield Research’s Post

BIG WATER NEWS JUST IN! Following in the footsteps of Veolia in the mega acquisitions, Xylem has announced $7.5Bn acquisition of Evoqua Water Technologies. For everyone in the industry, this is massive news with the industry now truly dominated by 2 global titans. What are your thoughts to this? Good or bad for the industry? Let me know in the comments! https://lnkd.in/eJ9DrrAH

Congrats to both Heritage-Crystal Clean LLC and J.F. Lehman & Company on their latest agreement. Heritage-Crystal Clean, an Illinois-based provider of hazardous and non-hazardous waste services, announced an agreement on Wednesday to be acquired by an affiliate of private equity firm J.F. Lehman & Co. for $1.2 billion. J.F. Lehman will acquire all outstanding shares of the company for $45.50 per share in cash. The deal remains subject to shareholder and regulatory approval, with a Q4 closing target. “We are pleased to enter into this agreement with JFLCO, which we believe represents the best path forward for Crystal Clean to maximize value for our shareholders,” said President and CEO Brian Recatto in a statement. “As a private company, we will have added flexibility and a deeply knowledgeable partner in JFLCO that understands our strengths and employee-empowered culture.”   I have been through many mergers and acquisitions over my career as such this is good time for enterprises to review their operational and sales planning cycle as part managing a new product line. This is fantastic time to update the profitability model as part of integrating a new product line into a capacity and demand planning cycles.   Here are key links that can assist enterprises with their data and AI journey as part of the regulatory and management reporting cycles:   Blog – Stock Market Analysis for the week-ending July 21, 2023 - https://lnkd.in/gP_4tdyv Are you ready for the new Global ESG reporting Standards? - https://lnkd.in/gnms3fy7   Close, consolidate, and reporting - https://lnkd.in/gARHRXB4   Data Management - https://lnkd.in/g8SvPfDx   Blog – Ways that Scenario Planning is Essential for your Business Plan - https://lnkd.in/g2M6Rka4   Blog - How is AI and Machine Learning Changing the Way We Manage the Supply Chain - https://lnkd.in/g7MUPUca   #environmental #ESG #mergers #private #integration #unlockingvalue

Water utilities are investing heavily in infrastructure to ensure clean water access and drive growth. Primo Water's strategic sale sharpens its focus on domestic growth, while Essential Utilities and American Water are committing billions to service excellence and potential acquisitions. These proactive steps not only meet customer needs but also enhance shareholder value. An essential move for sustainability in the water industry! 🌊💧 What are your thoughts on this investment trend? #WaterUtilities #Infrastructure #GrowthStrategy Original article: https://lnkd.in/ebT22yTQ

New market entrants, large-scale mergers, and an evolving policy landscape are fueling M&A activity for investor-owned utilities in water. Currently, investor-owned utilities (publicly traded, #privateequity backed, and privately-owned) provide water and #wastewater services to around 5% of the U.S. population. In a market dominated by American Water, mergers between Veolia and SUEZ as well as SouthWest Water and Corix (now Nexus Water Group), have reshaped the next tier of competition. A host of relatively new market entrants, including NW Natural and Central States Water Resources, are incrementally strengthening their multi-state positions. New Report + Data from Bluefield: Investor-Owned Utilities in Water: Market Share and Company Rankings #PrivateWater #MarketShare https://hubs.ly/Q02vqrmN0

Oldcastle is expanding into digital water through partnerships and acquisitions. “Oldcastle’s FIDO partnership is the latest manifestation of its digital strategy, which includes embedding data and digital solutions in its internal operations and external product offerings.” #digitalwater 3 key takeaways: - Oldcastle’s recent maneuvers to expand into digital water stand out relative to its traditional competitors in the network infrastructure market - Market opportunities in leak detection are shifting - Oldcastle has made other notable digital initiatives in recent years (Hydro International, CRH and Fivetran) New Research Note for Digital Water Clients: https://hubs.ly/Q021hx460 Oldcastle Infrastructure, FIDO Tech , Aclara, Aliaxis, AMERICAN Cast Iron Pipe Company, APX10™, Aquarius Spectrum, CRH, Echologics, Emerald Technology Ventures, EPCOR, Fivetran, Hubbell Incorporated, Hydro International, i2O, Kando, Landis+Gyr, LoRa Alliance, McWane Plant & Industrial, Microsoft, Mueller Water Products, NWG (Northumbrian Water Group), Saint-Gobain, Senet, SenRa, SKion Water GmbH, Thames Water, Trimble Inc., United Utilities, VODA.ai

In this month's industry news update, track the industry's movers and shakers, learn about company acquisitions, get the skinny on new products and more https://loom.ly/HDfkpk8

Water utilities are strategically investing in infrastructure to ensure clean, reliable water and drive growth. Primo Water’s focus on domestic ops post-$575M sale, Essential Utilities’ $1.1B 2023 investment, and others highlight the sector's proactive stance. These moves not only bolster service quality but also open doors for acquisitions, showcasing a commitment to sustainability and shareholder value. Let's discuss the impact of infrastructure investments on the water industry's future! #WaterIndustry #Infrastructure #Investment #GrowthOpportunities Join the conversation below. Original article: https://lnkd.in/ebT22yTQ

Iron Mountain announces it has entered into a definitive agreement to acquire Regency Technologies, a leading provider of IT asset disposition (ITAD) services in the United States. Building on Iron Mountain's extensive logistics network, which already provides customers with leading information security in IT Asset Lifecycle Management (ALM), the combined platform will establish a market-leading distributed footprint for the remarketing and recycling of IT assets. This will result in enhanced environmental sustainability and increased value recovery at the end of the IT asset lifecycle. This strategic transaction represents a significant milestone in Iron Mountain’s efforts to strengthen its presence in the Asset Lifecycle Management sector and its sustainability offerings, and propel its enterprise growth forward. Regency seamlessly complements Iron Mountain’s rapidly expanding ALM business, bolstering it with robust remarketing and recycling capabilities to better serve the world’s largest and most innovative companies and help them achieve their environmental and data security goals. Learn more in the press release: http://spr.ly/6040ufzZE #ITAD #ALM #assetlifecyclemanagement #itassetlifecycle #sustainability

Iron Mountain announces it has entered into a definitive agreement to acquire Regency Technologies, a leading provider of IT asset disposition (ITAD) services in the United States. Building on Iron Mountain's extensive logistics network, which already provides customers with leading information security in IT Asset Lifecycle Management (ALM), the combined platform will establish a market-leading distributed footprint for the remarketing and recycling of IT assets. This will result in enhanced environmental sustainability and increased value recovery at the end of the IT asset lifecycle. This strategic transaction represents a significant milestone in Iron Mountain’s efforts to strengthen its presence in the Asset Lifecycle Management sector and its sustainability offerings, and propel its enterprise growth forward. Regency seamlessly complements Iron Mountain’s rapidly expanding ALM business, bolstering it with robust remarketing and recycling capabilities to better serve the world’s largest and most innovative companies and help them achieve their environmental and data security goals. Learn more in the press release: http://spr.ly/6045umsTU #ITAD #ALM #assetlifecyclemanagement #itassetlifecycle #sustainability