Where our intelligence goes deepest.
SECTORS
Healthcare, telecom and data centers are where our intelligence goes deepest. Our ongoing research covers the markets below; bespoke assignments are scoped around your issue and geography. Our AI transformation work extends across sectors.
01 / DATA CENTERS
Data centers.
Power and grid access, planning and permitting, water, incentives and the community questions that decide where capacity gets built. Our intelligence covers the US, UK and EU.
Why it matters: a project can advance on planning and stall on power, or secure both and face local opposition. Reading those decisions together helps teams see where a project may move forward or get stuck.
02 / TELECOM
Telecom: UK & Ireland and the US.
Regulation, competition, network investment, broadband funding, and the capital chain that drives consolidation. We follow Ofcom, the CMA and ComReg in the UK and Ireland, and the FCC, state commissions and federal broadband programs in the US.
Why it matters: financing shapes competition. A refinancing, covenant waiver or adviser appointment can signal pressure for consolidation well before an acquisition is announced. We connect those signals to the regulatory and commercial decisions ahead.
03 / HEALTHCARE
Healthcare: the US, California and the UK.
Federal and state policy, regulators, labor, payers, ratings and the transactions that reshape health systems. In California that includes the state’s own regulators and the attorney general’s review of transactions. In the UK it covers England, Scotland, Wales and Northern Ireland.
Why it matters: a ratings action can change a transaction’s prospects. A service closure can become a community campaign. We connect the policy, financial and workforce signals that shape access to care and public trust.