Increasing Market Value & Exit Opportunities in Connected Lighting

  • Session Number:T4 S5 P3
Thursday, February 15, 2018: 2:30 PM - 3:00 PM


Mike Gagnon
Alumage Advisors
United States


The next stage of industry growth during 2018-22 will bring increased consolidation and exit opportunities for hundreds of lighting & controls manufacturers.
With focus on the C&I retrofit market and connected lighting/IoT, the author will examine luminaire, controls, LED drivers and other ecosystem manufacturers related to:
1) Growth, profitability and market value/capitalization of leading companies
2) Overview of 200+ lighting & controls OEMs and leading sub-system manufacturers covering ~70 product, market segment, channel, etc. attributes,
3) Related market size opportunities, referencing Strategies Unlimited market data,
4) Growing importance of contractors & ESCOs' value-add, as channel partners,
5) Strategic partnership opportunities facilitating growth, profitability and liquidity objectives,
6) Increased role of private equity firms in financing industry consolidation, and
7) Summary conclusions and recommendations.