Infrastructure

Opportunity

The U.S. economy is undergoing a generational investment cycle in its infrastructure, supported by both federal spending and private investment. Key infrastructure sectors include not only roads and transportation systems, but communications networks and the data centers driving the digital economy. Given the criticality to the broader economy, long-term asset value, and ongoing boom in investment, appetite for these opportunities continues to grow among private equity and infrastructure investors.

Focus

Supports end markets, sponsors, and portfolio companies that:

• Have highly reliable recurring revenue streams, often through long-term contracts
• Benefit from significant barriers to entry, including regulatory constraints
• Provide essential services that are frequently non-deferrable
• Have asset-heavy operating models that provide ample fallback value

Sub-verticals

• Broadband Networks, including Fiber
• Data Centers
• Small Cell / Wireless / DAS Networks
• Cellular Towers
• Utilities
• Warehousing and Logistics Services
• Transportation Networks and Services