1、SPECIAL REPORTSix Priorities for AEC Investors2 L.E.K.ConsultingSPECIAL REPORTContentsAbout L.E.K.ConsultingWere L.E.K.Consulting,a global strategy consultancy working with business leaders to seize competitive advantage and amplify growth.Our insights are catalysts that reshape the trajectory of ou

2、r clients businesses,uncovering opportunities and empowering them to master their moments of truth.Since 1983,our worldwide practice spanning the Americas,Asia-Pacific and Europe has guided leaders across all industries from global corporations to emerging entrepreneurial businesses and private equi

3、ty investors.Looking for more?Visit .L.E.K.Consulting is a registered trademark of L.E.K.Consulting LLC.All other products and brands mentioned in this document are properties of their respective owners.2025 L.E.K.Consulting LLCIntroduction.3Investment considerations.7A notable opportunity.17SPECIAL

4、 REPORTIntroductionIn the U.S.,aging infrastructure,new resilience requirements for both buildings and the grid,heightened regulatory compliance,the transition to renewable energy and populations that are on the move both between states and into the country itself by way of immigration are fueling s

5、olid growth in the architectural,engineering and construction(AEC)market.Taken together,these factors are creating an unprecedented opportunity for investors in this space.Those looking to leverage this investment opportunity will need to prioritize six issues:1.Fortified funding2.Differentiation vs

6、.resources3.Operational upside4.Purposeful,realistic growth5.Talent pipeline6.Artificial intelligence(AI)position The countrys infrastructure is only getting olderAEC has multiple different components,but they share some common overall themes(see Figure 1).3 L.E.K.ConsultingSPECIAL REPORT Figure 1Ov