What AGP Is Targeting

Three Operator Profiles. One Execution Layer

AGP targets profitable, family-owned electrical contractors operating at the bottleneck of the modern grid — companies that already win the work, hold the crews, and carry the relationships, but lack institutional capital and platform infrastructure to scale.

Commercial electrician installing power and building-systems wiring

Commercial Power & Building Systems Contractors

Electrical contractors delivering full power, lighting, life-safety, and building-systems work across commercial campuses, hospitals, schools, and mission-critical facilities.

Industrial automation and manufacturing line with robotics

Industrial Electrical & Automation / Controls

High-voltage, motor-control, PLC, and SCADA specialists wiring the factories, plants, and process lines behind American reshoring and AI-grade automation.

Data center fiber and high-density network infrastructure

Industrial Electrical · Fiber & Data Infrastructure

Contractors at the convergence of electrical and fiber — the operators wiring data centers, hyperscaler campuses, and the substation-to-server backbone of the digital economy.

Portfolio

Electrical-Grid Layer of the Portfolio.

Acquisition in Progress
70+ years in business · Southeast · Electrical Contractors

Portfolio of Southeast Electrical Contractors.

A multi-generation, family-led platform of electrical contractors with seven decades of execution across the Southeast — the operating layer behind the region's commercial, industrial, and mission-critical buildouts.

Acquisition in Progress
30 years in business · Tennessee · Family-Owned Electrical

Tennessee Electrical Contractor.

Three decades of Tennessee-based, family-owned electrical contracting — serving industrial and commercial customers across the Volunteer State and positioned to scale with AGP capital and platform infrastructure.

Power

Why Power — Why Now

$3T+
Grid Infrastructure Spend Required
160%
Data Center Power Demand Growth by 2030
50+ Years
Avg. Age of U.S. Substations
500K
Skilled Trades Shortage

The bottleneck is not demand — the bottleneck is the local execution layer.

Execution Layer

Acquiring the execution layer
to support the electrical grid

From demand surge to delivery — AGP owns the contractors that install, repair, replace, and connect the physical systems behind America's power grid.

Target Components
  • Transformers
  • Transmission lines & conductors
  • Substations & high-voltage breakers
  • Power electronics & relay systems
  • Capacitor banks & electrical core steel
The Execution Stack
Demand Surge
AI / Data
EV / Elec
Reshoring
Utilities · Developers · Hyperscalers
⚠ Execution Bottleneck
AGP Owns This Layer
Electrical · Underground Utility · Fiber / Data
6 Operating Companies · Southeast Footprint
Where AGP Is Focused

AGP is acquiring specialized contractors in the Southeast that install, repair, replace, and connect the physical systems powering AI, data centers, and the modern economy.

Substations
& High-Voltage
Transmission
Lines & Towers
Fiber
& Data Networks
Last-Mile
Power Delivery

AGP is not betting on demand. AGP is acquiring the companies required to deliver it.

AI leadership now depends on building new energy capacity and modernizing America's industrial base. This is a once-in-a-century opportunity to strengthen our economy and modernize America's industrial base.
OpenAI October 2025 letter to the White House Office of Science and Technology Policy
Thought Leadership

Read the full memo.

AGP's deep-dive on Section 303 of the Defense Production Act, the execution bottleneck behind America's grid mandate, and AGP's investment thesis.

PDF Electrifying America: Infrastructure is Now Critical to National Defense
Contact

Get in Touch with AGP

For founders, sellers, capital partners, and customers — reach out to AGP.

Contact AGP