Blackstone Nears $4B Buyout of MacLean Power Systems as AI Power Demand Accelerates

Paul Jackson

November 26, 2025

Key Points

  • Blackstone is nearing a $4+ billion acquisition of MacLean Power Systems from Centerbridge Partners.

  • Record electricity demand — fueled by AI data centers — is turning grid hardware suppliers into strategic assets.

  • MacLean provides essential transmission and distribution components increasingly needed for America’s strained power grid.

Blackstone Nears $4 Billion Deal for MacLean Power Systems

Blackstone is closing in on a multibillion-dollar acquisition of MacLean Power Systems, valuing the company at over $4 billion, according to people familiar with the negotiations. A formal announcement could arrive next week, though the deal is not yet finalized.

The private-equity giant reportedly outpaced several suitors — including ABB, which ultimately declined to raise its offer. Neither Blackstone nor Centerbridge Partners, MacLean’s majority owner since 2022, commented on the ongoing discussions.

Why MacLean Is Suddenly a Prime Asset

MacLean Power Systems manufactures the behind-the-scenes components that make the U.S. electrical grid function:

  • Anchoring systems
  • Grounding and safety infrastructure
  • Transmission and distribution hardware

These are not glamorous products — but they are essential. And with the U.S. power grid under historic strain from AI-driven compute buildouts, demand for these components is exploding.

AI → Data Centers → Electricity Demand → Grid Expansion → MacLean Benefits

Fortune 100 companies, hyperscalers, and cloud providers are spending hundreds of billions building out advanced data centers to support AI workloads. These facilities require enormous volumes of:

  • New transmission lines
  • Upgraded substations
  • Reinforced distribution systems

That puts MacLean in the direct path of one of the biggest infrastructure spending cycles in decades.

Blackstone Is Quietly Assembling an AI-Power Infrastructure Portfolio

If Blackstone seals this deal, it will be the firm’s third major grid-infrastructure acquisition in recent years:

  • 2023: Acquired Power Grid Components Inc.
  • 2021: Bought Sabre Industries Inc., a leading utility-structure manufacturer

Blackstone is making a clear play: Position itself at the heart of the U.S. electricity upgrade—without which AI cannot scale.

With data center power demand projected to double in some regions by 2030, the asset class is becoming increasingly strategic.

WSA Take

Blackstone’s move signals what we’ve been tracking across multiple sectors: AI is transforming power infrastructure into one of the hottest investment battlegrounds in America. The grid must expand, hard assets must scale, and companies like MacLean are becoming crucial supply-chain pillars.

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Disclaimer

WallStAccess does not work with or receive compensation from any companies mentioned. This content is for informational and educational purposes only and should not be considered financial advice. Always conduct independent research before investing.

Author

Paul Jackson

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