Operational Improvements in Infra
Can anyone give any examples of operational improvements an Infra PE firm might do after acquiring an asset/platform?
Trending Content
Career Resources
WSO Free Modeling Series - Now Open Through
April 30, 2024
9 Free Financial Modeling Lessons
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.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
Bump
What does bump mean
Its a way to operationally improve infrastructure assets. have you not been paying attention?
Like pushing to increase awareness for the post in hope someone replies with more detailed information to OPs question / comment etc
This is entirely riffing, I am not an infrastructure investor but have looked at some technology companies that sell into infrastructure owners to help them manage the assets. Just knowing how to put together a good tech stack with a tight budget to improve your asset utilization can add some decent long-term tailwinds. Things like video management software with various security applications, other forms of IoT for monitoring various components of the asset to ensure proper/predictive maintenance, and traveler identification tracking (for things like toll by plate, some infra owners actually sell this anonymized data to buyside firms and alternative data aggregators) all offer solid ways to create additional forms of monetization or reduce your costs.
This is really interesting. I am an infra engineer for a SaaS company, primarily focusing on the video space.
Bump
Bump
Not an exhaustive list, as you might imagine -
i.) Optimising central functions (asset management, procurement, IT, finance etc.) via hiring more experienced / laying off less productive/meaningful staff; ii.) Outsourcing asset management, O&M, route-to-market capabilities (to the extent that it has proven to be challenging/ineffective to run it in-house); iii.) Vendor housekeeping (renegotiation of external contracts under ii.); iv.) Asset housekeeping (commissioning 3rd party assessments and executing on any and all material performance improvement topics); v.) Bolt-ons (to the extent that they are clearly strategic and accretive even in a reasonable downside case and not just "chasing yield")
Thanks a lot!
Sunt ducimus quo repellat at recusandae vel. Consequatur veritatis consequatur corporis ullam odit voluptatem. Qui iusto iste provident facilis ratione alias.
Cum assumenda natus dolore molestiae. Culpa explicabo eveniet qui debitis quidem quod et quibusdam. Quod maxime laudantium ad sed perspiciatis et. Vitae minus et porro hic vero doloribus. Adipisci et nihil autem impedit.
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...