Industrials team

BCE works with industrial companies across five connected practice areas: Energy & Electrification, Manufacturing Technology, Building Systems, Transportation, and Data Center. Our clients range from component suppliers to system OEMs to software and service providers, serving end markets on six continents.

Our team helps clients defend and grow their businesses through periods of major change, whether that is electrification, the shift to digital and connected equipment, or the data center build-out. From strategic planning to portfolio and channel decisions to M&A support, we bring market intelligence and a practical point of view to every stage of the decision.

Industrials team

Practice areas we cover

 

Energy & Electrification

Helping energy value chain players navigate electrification, power, and the energy transition.

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Energy & Electrification

Sectors we serve

Power

Sectors

  • Power generation (natural gas, nuclear, renewables)
  • Transmission, distribution, and storage

Value chain

  • High, medium, and low voltage electrical equipment
  • Batteries (utility-scale and onsite/backup power)
  • Rotating equipment
  • Software

Oil & Gas

Sectors

  • Upstream
  • Midstream
  • Downstream

Value chain

  • Oilfield services
  • Process equipment and hardware
  • Control system software
  • Next-generation OT and digital solutions
  • Maintenance services

Our expertise

Power

BCE partners with companies across the power value chain, from component suppliers to critical system OEMs to software and digital infrastructure players. Rising electricity demand, grid constraints, and the shift toward renewable and distributed generation are changing where value sits, and traditional equipment providers are adapting to regulation and innovation-driven efficiency and sustainability targets while new technologies and business models create real uncertainty about where to place bets. We bring electrification strategy development and market insight spanning the full power value chain, backed by global research across five continents, with more than half of our recent energy projects focused on alternative and renewable energy.

Oil & Gas

BCE works with oilfield service providers, process equipment and hardware OEMs, and software and digital solution providers serving upstream, midstream, and downstream operators. Clients in this space are balancing capital discipline and aging installed bases against the pull of next-generation OT, digital, and maintenance offerings that change how value is captured across the asset lifecycle. We help them decide where to invest, sharpen product and service portfolios, and size opportunities in a sector where the pace of change varies widely by segment and region.

Energy & Electrification expertise
 

Manufacturing Technology

Strategy and market intelligence for a wide variety of hardware, software, and solutions OEMs, from flow controls to rotating equipment to welding automation to DCS and SCADA systems and everything in between.

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Manufacturing Technology

Sectors we serve

Sectors served

Process industries

  • Biopharmaceutical & Life Sciences
  • Chemicals
  • Food & Beverage
  • Oil and Gas
  • Power Generation
  • Semiconductor

Discrete industries

  • Aerospace and Defense
  • Automotive
  • Consumer Electronics
  • Industrial Machinery
  • Medical Device
  • Packaging

Example markets studied

  • Flow equipment and controls
  • Rotating equipment
  • Welding and cutting machinery
  • Infrastructure
  • Monitoring and detection equipment
  • Asset optimization software
  • Automation and controls software
  • Deployment

Our expertise

BCE supports global component, product, and systems OEMs as they battle for share, diversify revenue, and seek new ways to create value for customers. We support investment prioritization, new business model initiatives, digital strategies, sales tactic and channel strategy refinement, and portfolio rationalization. Insights produced across six continents, more than 10 unique manufacturing segments studied, and an average of roughly 125 KOL interviews per recent project.

Manufacturing Technology expertise
 

Building Systems

Guiding building systems providers through shifting channel and value chain dynamics, regulatory change, and regional market differences.

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Building Systems

Sectors we serve

Segments served

  • Industrial
  • Commercial
  • Residential
  • Institutional
  • Data center

End markets

  • Asset/lifecycle management
  • Access control & security
  • Digital twin/BMS/predictive analytics
  • Energy/power management
  • Fire/emergency systems
  • HVAC/refrigeration/lighting
  • Monitoring/IoT

Our expertise

BCE’s Building Systems work spans component suppliers, equipment and system OEMs, and technology providers focused on new construction, retrofit, and aftermarket businesses. We help clients navigate shifting value chains and channel dynamics, technology trends, and regulatory shifts impacting their business opportunities. Strategy, M&A support, market insights, and product development applied across the full building systems landscape. Insights regularly produced across six continents, more than 25 unique end markets studied, and over 1,000 KOLs interviewed across the last 10 projects.

Building Systems expertise
 

Transportation

Supporting suppliers and OEMs across automotive, rail, commercial aerospace, and specialty equipment markets as they navigate demand swings and technology transitions.

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Transportation

Sectors we serve

Vehicle segments

  • Consumer (ICE and EV)
  • Commercial class 3-8 vehicles
  • Off-the-road
  • Specialty vehicles
  • Mobility services
  • Vehicle services

Component markets

  • Battery
  • Charging
  • IVI
  • HMI
  • Payments
  • Powertrain
  • Tires
  • Venting

Our expertise

BCE works with tier 1, 2, and 3 suppliers across consumer, light commercial, and heavy commercial vehicle segments, plus infrastructure and service providers, as fundamental shifts in electrification, connectivity, autonomy, and new mobility models reshape the industry. Clients are adapting technology, business models, and supply chains while capturing emerging growth opportunities and defending against new entrants at the same time.

Transportation expertise
 

Data Center

Helping suppliers of power, cooling, and networking infrastructure navigate a once-in-a-generation growth opportunity.

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Data Center

Sectors we serve

Segments

  • Hyperscalers
  • Colocation
  • Cloud
  • Enterprise
  • Edge

Architectures

  • AI training
  • AI inference
  • Cloud/general compute

Infrastructure markets

New construction and maintenance across:

Power

  • Electrical components
  • Onsite power generation and storage
  • EMS

Cooling

  • Air cooling
  • Liquid cooling
  • Immersion cooling

Network connectivity

  • Fiber cable, equipment, and installation services
    • ISP
    • OSP

Our expertise

BCE works with component, system, and service providers that help build and maintain data center infrastructure. These players are navigating a dynamic growth opportunity with high upside potential but numerous potential pitfalls. BCE has developed a detailed understanding of MW build-out scenarios and trends, and creates custom analysis of the impact of key trends such as computing architecture advances, retrofit cycles, modularity, and supply chain constraints for our clients’ businesses. We help clients see past the noise and plan sensibly to capture and sustain growth.

Data Center expertise

BCE's Industrials Leads

Rachel Eschle

Rachel Eschle

Partner & Co-Founder

Boston

Craig Belanger

Craig Belanger

Senior Partner & Co-Founder

Boston

Jon Bruss

Jon Bruss

Principal

Boston

Alex Cattelan

Alex Cattelan

Senior Advisor, Technology & Industrials

Detroit

Doug Reep

Doug Reep

Senior Advisor, Technology & Industrials

Supply, NC

Menlo Park, CA

Boston, MA

100 High St,
Boston, MA 02110

Yarmouth, ME

121 Main St,
Yarmouth, ME 04096

London, UK

41 Moorgate,
London, UK

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