
What smart money is saying about Forgent Power Solutions, Inc.
3 funds in our archive have pitched Forgent Power Solutions, Inc. — most recently Baron Global Opportunity Fund in March 2026.
Forgent Power Solutions, Inc. specializes in the engineering and manufacturing of electrical power distribution systems. These critical solutions are vital for cutting-edge data centers, extensive power grids, and various energy-demanding industrial environments. The company's comprehensive product line encompasses a wide range of electrical infrastructure, such as different forms of switchgear (including low voltage, medium voltage, and paralleling), a variety of transformers (like low voltage, medium voltage VPI, padmount, PDU, and substation types), power distribution units (PDUs), and specialized enclosures like gear eHouses and UPS eHouses. Their portfolio also includes automatic transfer switches (ATS), generator connection cabinets, panelboards, power skids, remote power panels, switchboards, and tap boxes. Beyond manufacturing, Forgent Power Solutions delivers essential services, including maintenance, testing, repairs, system modernization, start-up and commissioning, and aftermarket retrofit services. Their client base spans key sectors, serving technology companies, power generators, utility providers, and diverse industrial operations. Established in 2023, the firm is based in Dayton, Minnesota.
Fund coverage · 3 theses
- Baron Global Opportunity FundMarch 2026
Forgent Power Solutions is a mission-critical electrical equipment maker benefiting from AI data center, grid, and reshoring tailwinds with strong margins and growth visibility.
Read the full thesis - Baron Opportunity FundMarch 2026
Forgent Power Solutions is a custom electrical equipment maker with data center bottleneck exposure, strong backlog, and margin expansion potential.
Read the full thesis - Baron Asset FundMarch 2026
Forgent Power Solutions is a custom low- and medium-voltage equipment manufacturer poised to benefit from AI data center and grid capex with expanding margins and significant growth ambitions.
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