Manish Somaiya

what the missing pockets of exposure might be by sector, by market, that would be helpful.

while I have you on the cash flow front, how should we think about cash conversion in second half?

the $750 million upfront purchase price that you outlined, should we think of these acquisitions having any earn-outs?

how should we think about the cash flow use reversing over the course of the year

talk about the M&A pipeline, what you're seeing out there, what are still the missing pieces within EMCOR

especially the mission-critical projects, are you seeing both electrical and mechanical scopes

is there a hyperscale customer #3? And how far is that customer behind #2?

have you seen any signs of potential weakness in any of the markets geographically or end markets by sector?

Maybe if you can just give us a sense of the pricing discipline that's holding in, in the marketplace combined with potential supply chain dynamics