Catalyst Strategic Advisors

10/16/2026

Fewer landfills are handling more of the country’s municipal waste each year. Disposal capacity is shifting to larger regional sites, making existing access, transfer stations and collection routes harder to replicate.

For owners in waste and environmental services, that shift is worth factoring into any conversation about long-term value.

Read more:

The Environmental Research & Education Foundation tallied open U.S. landfills for a report last month. It also previewed new data on where municipal solid waste is going during a panel at RCon.

10/08/2026

Grid delays are pushing data center developers to build their own onsite power generation. For electrical contracting and power services business owners, this raises a practical question: Where could your capabilities fit as these projects move from plans to construction?

The report below takes a closer look at how these projects are being powered and what could accelerate or delay their development.

Read more:

An analysis of 59 behind-the-meter data centers with ~90 GW of announced capacity

10/01/2026

Congratulations to the Opifex-Synergy team on the acquisition of ECCO Equipment and its expansion into the Western U.S.
Another significant transaction in the equipment rental sector and an important step in the continued growth of the Opifex-Synergy platform.

With the acquisition, Opifex-Synergy now operates in nine of the 11 largest U.S. equipment rental markets, the company said, and 18 of the top 30.

09/30/2026

Landfill capacity and disposal pricing continue to reshape waste markets across the U.S.

National landfill tipping fees reached $72.14 per ton in July, while regional capacity constraints are shifting waste volumes and putting additional pressure on disposal costs in several markets.

For waste operators, these trends have implications beyond the landfill gate, influencing hauling economics, transfer activity, customer pricing, and the value of disposal capacity.

A useful look at how these dynamics are playing out across the country:

U.S. landfill tipping fees and waste volumes are rising as capacity constraints shift waste from the Northeast to the Midwest and Southeast.

09/23/2026

Navigating the sale of your business is a major undertaking. It shouldn’t come at the expense of running your company. At Catalyst, our approach is straightforward: You run the business. We run the process.

Our latest blog outlines what business owners should expect from an advisory partner:

Learn what to expect when Catalyst works with you on an M&A transaction. We provide senior-level ex*****on and early preparation tailored to business owners.

09/21/2026

Josh Mosko will be attending Yotta 2026 in Las Vegas, September 28–30, connecting with leaders across the digital infrastructure ecosystem to discuss the intersection of AI, energy, and infrastructure.

Attending Yotta? Reach out to Josh directly to connect or schedule a meeting while you’re there!

09/16/2026

Q2 update: Sunbelt Rentals, Inc.’ latest earnings points to continued momentum across the equipment rental market.

Record revenue, continued specialty rental growth, and a raised full-year outlook reinforce the broader trends we saw throughout Q2.

Read our updated equipment rental earnings snapshot for key takeaways from the latest results:

Explore Q2 2026 equipment rental earnings for United Rentals, Sunbelt, Herc, and EquipmentShare. Learn how mega projects and specialty rental are driving growth.

09/14/2026

Josh Mosko is heading to Dallas for Data Center World Power, September 21-23. He will be meeting with leaders across the power sector to discuss how grid capacity, power constraints, and onsite energy solutions are driving the industry forward.

Attending the conference? Be sure to say hello or reach out to Josh directly to schedule a meeting!

09/10/2026

Josh Mosko will be at the Electrical Generating Systems Association Fall Conference, September 13–15, in Crystal City, Virginia. He's looking forward to hearing how owners and operators across the power generation and equipment sectors are navigating this evolving market.

If you’ll be there, be sure to say hello.

09/09/2026

Power constraints are creating real opportunities for companies that can deliver reliable solutions quickly.

Josh Mosko will be comparing perspectives on this evolving market at three upcoming events:

EGSA Fall Conference | Sept. 13–15
Data Center World Power | Sept. 21–23
Yotta | Sept. 28–30

Attending one of these events? Reach out to connect with Josh and read our latest perspective on what these shifts mean for business owners and investors:

Rapid AI and data center growth are pushing power grids to their limits. Discover key industry trends, power constraints, and insights from upcoming conferences.