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Show Me the Money: Where Are Utilities Investing in Water? 

In this episode, Reese Tisdale is joined by Bluefield’s Senior Research Director Eric Bindler to break down the essential role of Capital Improvement Plans (CIPs) in guiding water utility infras...

Water Mergers & Acquisitions: Trends and Deal Flow, Q3 2024 

The first half of 2024 ended with a reported 195 transactions tracked by Bluefield, largely supported by tailwinds such as waning inflation, increased investments in the infrastructure end market, and positive indications of near-term interest rate cuts. Though the tally is significantly higher than the 176 deals recorded in the first half of 2023, utility M&A activity remains remarkably low, with only 47 deals booked in the first half of 2024. 

A Big Investment to Make Water Simple with Josh Cantone and Patrick Keaney 

Josh Cantone, Managing Director of Suez Digital Solutions North America/CEO of Optimatics and Patrick Keaney, CEO of Subeca, provide a fascinating look at the Series A investment into Subeca, a tech c...

U.S. & Canada Municipal Utility Capital Improvement Plans: Water, Wastewater, & Stormwater Budget Outlook, 2024–2032 

Bluefield’s team of water experts has collected, cleaned, and analyzed published CIP data from more than 780 utilities across the U.S. and Canada. This CIP analysis translates utility capital needs into market opportunities for technology and equipment vendors as well as engineering and construction firms.

Top Companies in Water: Financial Signals and Market Trends, Q3 2024 

In Q2 2024, 34 of the 50 top public companies reported quarterly earnings growth compared to Q2 2023. Bluefield supports clients with ongoing quarterly analysis of identifiable trends and market signals in the financial reports and presentations of publicly traded companies holding positions in municipal and industrial water sectors.

U.S. & Canada Digital Water Market to Surge 107% by 2033 as Utilities Accelerate Their Own Transformations 

12 September 2024, Boston, Massachusetts: Water utilities of all sizes are increasingly adopting digital water solutions to tackle myriad of challenges, from regulatory shifts and retiring workforces ...

Water for High Tech: Growth Opportunities in North America’s Scaling Semiconductor and Data Center Industries 

High capital investments and growth in both semiconductor manufacturing and data centers highlight opportunities for water management. In this client presentation, Bluefield water experts present on how companies are positioning themselves to capitalize on the growth of these high-profile sectors.

ADS Boosts U.S. Wastewater Position via Orenco 

On 20 August 2024, Infiltrator, a subsidiary of Advanced Drainage Systems (ADS), announced the acquisition of family-owned Orenco Systems. Sutherlin, Oregon-based Orenco manufactures decentralized, on-site wastewater treatment products. The deal, expected to close in Q3 2025, has been presented as an expansion of ADS’s Infiltrator business offerings, mainly providing on-site septic solutions to residential end users.

Private Equity Adds Water Treatment Chemicals to Their Playbook 

In this episode, host Reese Tisdale is joined by Bluefield Research’s Senior Analyst, Ethan Edwards, for a deep dive into the recent US$2 billion acquisition of USALCO by private equity firm TJC...

Water Utility M&A Approval Times Point to Consolidation Hurdles 

Through the first half of 2024, Bluefield’s quarterly analyses have revealed a significant spike in utility acquisition approval times in the U.S.—from the initial application to the final approval by a utility commission. The national average acquisition approval time has jumped to a record high of 382 days, increasing each year since 2021.