2026年第1季度安全防护解决方案市场更新

About Our Firm Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bankrecognized for deliveringindependent strategic and financial advice to corporations, financial sponsors, and governments. Our firm is the trusted advisor to more top decision-makers than any other independent global investment bank. Learn more about howour advisors can serve Financial Restructuring No. 1Global Restructuring Advisor No. 1 No. 1Global M&A Fairness OpinionAdvisor Over the Past 25 Years LeadingCapital Solutions GroupGlobal M&A Advisor 2,500+Annual Valuation Engagements 1,900+Transactions Completed Valued atMore Than $4 Trillion Collectively Fully Integrated FinancialSponsor Coverage Senior officers dedicated tothe sponsor community in theAmericas and Europe. 2,000+ Sponsors covered, providingmarket insights and knowledgeof buyer behavior. Companies sold to financialsponsors over the past five years. AboutOur Industrials Group Houlihan Lokey’s Industrials Group has earned a reputation for providing superiorservice and achieving outstanding results in M&A advisory, capital raising, Key Factsand Figures Industry Sector Coverage We cover a broad array of sectors, with financial professionalsdedicated to each of our primary coverage areas. ~180 According to data provided by LSEG,our Industrials Group was ranked as the DedicatedIndustrials No. 1M&A advisor for global industrialstransactions under $5 billion in 2025.* Industrials GroupIndustry Coverage CompletedIndustrialsGroup M&A Featured Transactions ~$4.9BIn financingdeals in CY25. AboutOurSecurity and Safety Solutions Team SubsectorCoverage Leadership The security and safety solutions team operates within Houlihan Lokey’sIndustrials Group. Our transaction quality and client work benefit from ourcompany culture—where senior financial professionals are highly engaged inthe execution of client projects—and from our experience as leaders in themarket for more than a decade, which has given our professionals valuable Michael MorabitoManaging DirectorSector LeadMMorabito@HL.comSafetyProductsand Services Adam SivnerManaging DirectorIndustrial TechnologyAdam.Sivner@HL.com Jim LavelleSenior AdvisorJLavelle@HL.com+1 214.220.8475 Frank MerkelManaging DirectorCo-Head of Industrials,Europe Featured Transactions Lance KirschenbaumVice PresidentLKirschenbaum@HL.com+1 212.497.4147 Contact Us Please reach out to us to discuss this quarter’smarket update or to explore how we can serveyour business needs. ConnectedHome Highlights | ONE Houlihan Lokey Global Conference New York The 2026 ONE Houlihan Lokey Global Conference in New York was an outstanding success, bringing together over 4,200 attendees andmore than 435 participating companies for three days of meaningful dialogue, actionable insights, and high-value networking. Across theprogram, discussions highlighted the rapid transformation shaping today’s markets—from accelerating digital disruption to evolving This event highlighted key themes from across 95 sectors within multiple industries and services, including: •Oil & Gas•Real Estate•Technology •Financial Sponsors•Healthcare•Infrastructure •FinTech•Financial Valuations andAdvisory Next Stop:ONE Houlihan LokeyLondon IndustrialsONE New York 2026 Highlights Blueprint for Growth:Specialty Manufacturing in the Age of Global ReorientationPanels From the Day Included: Electrification Across the Industrial Sector Intelligence From the Core to the Edge:AI and IoT in Physical Security Featured Sectors •Advanced Manufacturing•Aerospace•Automotive, Truck, andAutomotive Technologies•Building Products•Chemicals•Defense•DTC Residential Repairand Remodeling•Energy Services andTechnology•Government Services Meeting Growing Energy Demands With Global SupplyUncertainty Specialty Distributors and Suppliers:Creating Value and Differentiation in an Evolving World The Industrial Backbone of AI:Building and Sustaining the Next Generation of Data Centers Trends in Commercial Vehicle Aftermarket Interested in presenting your companyat our upcoming event in London?Contact a senior member of theHoulihan Lokey Industrials team. Key Takeaways Security and Safety Solutions M&A Highlights M&A activity across the security and life safetysector remained resilient through Q1 2026,driven by sustained demand for mission-critical infrastructure services, recurringinspection and monitoring revenue, and Deal activity was increasingly concentratedaround fire and life safety, electronic securityintegration, and managed security services,with buyers placing premium valuations onbusinesses with high levels of contracted Acquirers also accelerated investment into AI-enabled surveillance, cloud-based securityplatforms, cyber/physical convergence, andintegrated managed services offerings.Customers continue to prioritize unified Selected Case Studies Beacon Communications Acquired by Kelso &Company and ARA Service Partners Arcus Infrastructure Partners Acqu