ABOUT THIS EPISODE
In this episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney continues his conversation with Laurence Lederer, Partner at HKW Management, and Peter Calamari, Managing Director at Platte River Equity, to discuss:
- How the electrification supercycle, data center build-out, and aging electrical grid are creating opportunities across industrial equipment, services, and infrastructure
- Why tariff exposure, supply chain resilience, pricing power, and the ability to recruit and train skilled workers are becoming increasingly important during diligence
- Which trends could shape the industrial investment outlook through 2027, including automation, robotics, water infrastructure, AI adoption, and growing competition for high-quality assets
English
United States
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