Anyone have insights on the top names in the space? I know KKR and Stonepeak are pretty active in the space and saw that GI raised a recent fund focused on the area. What are the thoughts on those funds plus others who focus here?
| +72 | Does anyone believe their firm has a true competitive edge | 36 | 4h |
| +42 | Lateraling at senior associate / VP level | 11 | 2d |
| +23 | Ares buying LGP...now what? | 5 | 1d |
| +23 | Imposter Syndrome: PE to Publics | 4 | 11h |
| +22 | Do you regret doing PE? | 17 | 19m |
| +14 | Do PE VPs Always Have An Associate Under Them? | 5 | 1d |
| +14 | Setting the right LBO entry multiple without information | 3 | 2d |
| MBA to EM Infra Investing? | 3 | 15h | |
| +12 | GTCR vs BDT MSD vs MDP | 9 | 4h |
| +12 | Francisco Partners Fundraise | 6 | 3h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
KKR's recently closed a monster 17bn infra fund. Crazy how much money is flowing into infra
Adding DigitalBridge to ur list. Probs the biggest digital infra focused fund out there. $50B AUM
A lot of infra funds invest in telecom as one of their target sectors, but funds that primarily focus on telecom are: Digital Bridge, Grain Management, and GI Partners.
This space sucks to invest in I highly encourage you to reconsider; can't provide more details other than it's not exactly growthy and if you're grubbing around for value there's more attractive / flexible industries in which to do that where you aren't currently fucked by negative surprises where you expect to find growth but there is none
Digital infrastructure? Not growthy??
I've seen enough melting iceberg data center businesses to write off the whole field
Hey - taking a look at the space right now. Would you mind PMing me? Have a couple quick questions. Thanks!
Are you talking about pure-play digital funds or infrastructure investors investing in digital?
There's a valid thesis behind integrating digital solutions into infrastructure assets to augment the service level (look at DB acquiring AMP and rolling out private 5G at the airports). I'm absolutely fascinated by the space but am not sold on a pure-play digital fund. Inflation and supply chain issues are making fiber rollout and new datacenter build difficult, further driving an increase in the already high valuations 20-30x i.e. brownfield premium. I think having that multi-sector approach (Blackstone/Stonepeak/KKR) allows you to hang on the sidelines and focus on transpo/renewables or participate and unlock those synergies between outdated infrastructure (one of the least digitized sectors) and digital. Thoughts?
Quaerat sunt quaerat aspernatur suscipit ex. Perspiciatis ipsam et quod ducimus debitis. Qui delectus consequatur sunt dolores eligendi pariatur non. Incidunt hic explicabo laudantium molestiae quia nostrum.
Soluta aliquam dolores porro quia possimus. Nulla ipsam quia et tempora. Eos animi quis et doloremque exercitationem. Illum labore dolores aut est alias. Hic enim quae et est perferendis perferendis.
Laboriosam qui tenetur voluptate aut. Ipsum ut sit corrupti ut qui. Fugit ducimus ut fugit corrupti esse voluptatem. Iure omnis fugiat aliquam.
Similique sint beatae rerum ipsa at ab enim. Omnis delectus illo quo. Eaque voluptatem praesentium accusamus et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...