America’s infrastructure is under pressure — and that’s creating a surge of opportunity. The architectural, engineering and construction (AEC) sector is at the center of transformative shifts driven by federal investment, the clean energy transition, rising regulatory complexity and rapid population movement. With billions in long-term funding being deployed, the market is primed for growth.
But opportunity requires focus. Investors must prioritize understanding where funding is truly durable, identifying operational upside and pursuing growth that aligns with core capabilities. In a highly fragmented landscape, differentiation, local relationships and scalability are critical advantages.
Talent is also a defining factor. Recruiting, retaining and developing the right people is essential in a sector where expertise drives value. Meanwhile, AI is emerging as a powerful lever to improve efficiency, manage risk and unlock new potential — but only with the right strategic and organizational approach.
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