Unlocking Opportunities in Lower- and Middle-Market Infrastructure Investments

In a market where large, high-profile infrastructure projects often attract the most competition, the lower- and middle-market may offer projects that are substantial in scale yet more accessible. These opportunities often feature:

• Less competition and access to transactions that often fall below the radar of mega-funds
• Closer partnerships with operators and asset users, leading to more locally informed investment perspectives
• Less reliant on complex, multi-party executions

We believe this segment shows the value of looking beyond the largest infrastructure projects. Smaller and mid-sized opportunities tend to provide broad exposure to essential assets and have generated historic performance in line or stronger than their large cap counterparts.

If you’re an RIA interested in how middle market infrastructure exposure may complement client portfolios, let’s connect.