Opportunities in the evolving mid-market landscape
The mid-market as the natural home for active investors
These four areas share a common characteristic: they create infrastructure investment needs that:
•
require a level of operational agility that...
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Opportunities in the evolving mid-market landscape
The mid-market as the natural home for active investors
These four areas share a common characteristic: they create infrastructure investment needs that:
•
require a level of operational agility that strategic investors cannot easily replicate;
•
are too capital-intensive in their early stages for traditional mid-market private equity investors;
•
are too fragmented and small to be addressed efficiently by the largest infrastructure platforms.
They are, by nature, mid-market infrastructure opportunities.Sector expertise, de-risking, and platform transformation as primary sources of alpha
Generating alpha in this market requires three elements, working together.
The first is origination. Access is built through years of sustained presence in specific sectors, alongside developers, asset owners, industrial groups considering carve-outs, and other relevant stakeholders.
The second is discipline at entry. Every investment mus
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