Advisory

Institutional infrastructure intelligence and advisory.

A consulting, advisory, and data intelligence firm built for power-constrained markets. We are not an EPC, installer, developer, broker, or execution firm. The deliverable is decision-grade intelligence — capacity reads, queue economics, and screens that hold up in IC.

Why this matters

Where capital meets capacity.

Power is the new bottleneck

Across PJM, MISO, and ERCOT, transmission and capacity have become the binding constraint on data centers, industrial reshoring, and renewables. Capital needs reads that match physical reality.

Independence is structural

No deal commissions. No placement fees. No execution mandates. The work is engineered to be cited inside investment committees and board packages.

Built for institutional decision-making

Engagements are scoped, NDA-ready, and principal-led. Outputs are written for capital allocators, hyperscale strategy teams, and industrial site selectors.

What we analyze

·Substation-level firm capacity and headroom
·Interconnection queue posture and economics
·Capacity-market exposure and forward curves
·Transmission expansion plans and seam risk
·Rate-case posture by utility territory
·Hyperscale, industrial, and renewables absorption
·IRA bonus-credit overlays at parcel level
·Comparable cleared projects and timing benchmarks

Who this is for

Infrastructure and energy-transition funds

Hyperscale and AI cloud strategy teams

Industrial and reshoring site selectors

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Stock & Milster is a strategic advisory and intelligence firm. Not a registered investment adviser, broker-dealer, placement agent, real estate broker, law firm, or accounting firm. Materials are for institutional decision-making only.