Powering the Supercycle: Electrification, Talent, and the 2027 Industrial Outlook - Part B

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 infrastructureWhy tariff exposure, supply chain resilience, pricing power, and the ability to recruit and train skilled workers are becoming increasingly important during diligenceWhich trends could shape the industrial investment outlook through 2027, including automation, robotics, water infrastructure, AI adoption, and growing competition for high-quality assets