Sandhill Capital Partners LLC d/b/a Sandhill Investment Management on Forgent Power Solutions, Inc.
Thesis
Sandhill initiated a position in newly public Forgent Power Solutions, a manufacturer of electrical distribution equipment including transformers, switchgear, and prefabricated power systems. The firm believes accelerating AI infrastructure spending has made power equipment a critical constraint on new data-center capacity. Forgent's integrated product range should help customers obtain faster and more coordinated electrical solutions for data centers and the broader grid. Sandhill also sees an opportunity because the company is still less widely followed and its valuation leaves room for upside despite strong long-term growth prospects.
“Forgent’s ability to provide an integrated range of electrical products positions it well as customers seek faster and more coordinated solutions.”
Key risks
- Forgent has limited public-market history as a newly listed company.
- The thesis depends on continued demand for data-center and grid power infrastructure.