Practical intelligence that protects your business and reveals opportunities. Each brief shows how we identify threats and surface opportunities in real time.
Private equity firms are acquiring and consolidating mechanical contractors across the Southeast — a threat to independent operators and an opportunity for strategic acquirers. We tracked 14 acquisitions in the past 18 months and mapped the competitive landscape that is emerging.
Tracking who is raising, deploying, and returning capital across your sector reveals which competitors are positioned to win and which are running out of runway.
6 min readCovenant headroom, maturity walls, and refinancing risk scores provide early warning of credit stress months before ratings actions appear.
5 min readMulti-quarter revenue modeling from filings, transcripts, and pipeline signals enables deal teams to see trajectory shifts before they appear in quarterly reports.
7 min readPermit filings up 12% YoY. Healthcare and education sectors leading growth. Tampa and Orlando markets accelerating.
5 min readLME copper swung 8.3% in Q2. Here is how smart contractors are adjusting their bid strategies to protect margins.
4 min readWe tracked 7 out-of-state mechanical firms filing for Florida contractor licenses in Q2. Here is what it means for your competitive set.
6 min readGeneral contractors are self-performing more MEP work in healthcare. We analyzed 47 GC awards to identify the pattern.
7 min readOur subscribers receive daily briefs with signals tailored to their market, competitors, and projects.