AI, electrification, and reshoring are crashing into a grid that is fifty years too old. The bottleneck isn't generation — it's the contractors who physically install, connect, and energize the systems behind every transformer, substation, and data-center interconnect. AGP is acquiring that 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.
Electrical contractors delivering full power, lighting, life-safety, and building-systems work across commercial campuses, hospitals, schools, and mission-critical facilities.
High-voltage, motor-control, PLC, and SCADA specialists wiring the factories, plants, and process lines behind American reshoring and AI-grade automation.
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.
Lark Electric is a commercial and industrial electrical platform serving Kentucky and the surrounding region. Built through the combination of Lark, Patterson-Westbrook and May Electric, the business provides electrical construction, industrial maintenance, service, power distribution, controls and automation, with new investment focused on industrial automation, recurring service and regional growth.
Nashville-based commercial and industrial electrical contractor with more than 30 years of experience across complex commercial projects throughout Middle Tennessee. Group will integrate closely with Lark Electric, providing an established Nashville operating base and local project capabilities to accelerate Lark's expansion into the market and support larger regional opportunities.
Industrial Electrical Service Contractor. Founded in 1959 and the oldest electrical contractor in Owensboro, May Electric is a dedicated industrial electrical service and controls business. Six decades of plant-floor work across manufacturing, food processing, and heavy industrial facilities, delivering 24-hour electrical service, shutdown and outage support, motor control, and automation and controls integration for the plants that keep Western Kentucky running.
The bottleneck is not demand — the bottleneck is the local execution layer.
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
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.
Electrifying America: Infrastructure is Now Critical to National DefenseFor founders, sellers, capital partners, and customers — reach out to AGP.
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