Lateral - take infra now or hold out for buyout later?

UMM buyout ASO 2 / ASO 3 here who's deep in the lateral market / def not going to b-school. Good reviews, etc. but home firm has pretty strict MBA culture so I'll be getting pushed out end of this summer, firm really supportive of lateral process so far. Pretty dry market, but recently started to get looks from infra funds. My druthers are to go to "regular" buyout PE but I can't say I have no interest in infra or that it doesn't seem like a growth-y area (and I heard comp is basically on par at junior levels?). My only question is, if I go far in this process and even end up taking an offer, am I a) foreclosed from taking a "normal" PE job forever bc I've shoehorned myself or b) would it still be possible to move back to "trad" PE (in idk industrials / energy / even services) whence I came?

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very very hard to return to regular especially at the VP+ levels. there are some firms that take a "corporate PE" approach to infra and invest in fake-infra service businesses that you might be able to swing a story around, but otherwise if you are doing asset deals then just be at peace staying in infra.

I would note that the entire asset class is a bit confused right now on pricing with this rate environment, where you had things go for as low as 3-4% cap rate. Nothing really pencils yet and deal flow is non existent.

 
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Don’t necessarily think you‘ll be pigeonholed. Know of a couple of people who successfully lateraled from infra to MF buyout after deciding they wanted to go the more “traditional” route/shop. The high degree of complexity of infra deals, both from a modeling perspective and structuring perspective, seems to be well respected and received in instances where there is some industry overlap (industrials/energy/energy transition/real assets). Furthermore, if you do go the infra route and end up enjoying it, you don’t really have to worry about going to b-school as MBAs are becoming generally more and more rare in infra.

 

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