The Future of Water

IOU Acquisition Trends: States & Buyers to Watch and Deal Drivers


Listen Later

Charlie Suse's year-end analysis of investor owned utilities has revealed a stabilization of M&A activity among IOUs, with a notable decrease in 2022 compared to the previous year. During this time period, Texas has emerged as a major hub for such acquisitions, and there was a significant rise in fair market value (FMV) deals, indicating a streamlining of the regulatory process.

Key questions asked, include:

  • What were the most active states for IOU acquisitions in 2022?
    • Who were the most aggressive buyers in the IOU space in 2022?
      • How are FMV policies impacting the characteristics of IOU deals?
        • Can you tell us about the community in Arizona that has lost its water supply and how it relates to investor-owned utilities?
        • Reese Tisdale is joined by Private Water Analyst Charlie Suse to break down investor-owned utility M&A trends and opportunities in the water sector.

          Related Research & Analysis

          • U.S. Private Water: Key Trends, M&A Activity, and Market Outlook, Q1 2023
          • Investor-Owned Water Utilities: M&A, Market Share, and Competitive Strategies
          • ...more
            View all episodesView all episodes
            Download on the App Store

            The Future of WaterBy Reese Tisdale

            • 4.9
            • 4.9
            • 4.9
            • 4.9
            • 4.9

            4.9

            35 ratings


            More shows like The Future of Water

            View all
            Economist Podcasts by The Economist

            Economist Podcasts

            4,182 Listeners

            Motley Fool Money by The Motley Fool

            Motley Fool Money

            3,216 Listeners

            Money Guy Show by Brian Preston and Bo Hanson

            Money Guy Show

            3,211 Listeners

            Odd Lots by Bloomberg

            Odd Lots

            1,866 Listeners

            The Knowledge Project by Shane Parrish

            The Knowledge Project

            2,673 Listeners

            Pivot by New York Magazine

            Pivot

            9,476 Listeners

            Water Values Podcast by Dave McGimpsey

            Water Values Podcast

            190 Listeners

            The Intercept Briefing by The Intercept

            The Intercept Briefing

            6,109 Listeners

            Wall Street Breakfast by Seeking Alpha

            Wall Street Breakfast

            1,032 Listeners

            Interesting Times with Ross Douthat by New York Times Opinion

            Interesting Times with Ross Douthat

            7,079 Listeners

            The Prof G Pod with Scott Galloway by Vox Media Podcast Network

            The Prof G Pod with Scott Galloway

            5,467 Listeners

            Deep Questions with Cal Newport by Cal Newport

            Deep Questions with Cal Newport

            1,305 Listeners

            Volts by David Roberts

            Volts

            615 Listeners

            Catalyst with Shayle Kann by Latitude Media

            Catalyst with Shayle Kann

            272 Listeners

            Joys of Compounding by Colossus | Investing & Business Podcasts

            Joys of Compounding

            97 Listeners