Questions for Infrastructure PE Investors

GrandJury's picture
Rank: Neanderthal | 2,082

Currently seeking advice and general thoughts on the infrastructure landscape (disclosure: I am a 2nd year analyst in an energy coverage group).

To anyone currently working/ has worked in infrastructure PE:

  1. How did you break into infrastructure (i.e. relevant coverage group during IB years, MBA, etc.)
  2. How do you guys view the changing landscape? Especially with the "increased popularity" of P3s
  3. With so much dry powder available right now, and with guys like BX raising ~$40bn funds, how do your firms think about the challenges of generating sufficient returns from large-scale infrastructure assets given the competition, or are you targeting smaller scale assets?
  4. During the recruiting process, being on the other side now, does your firm tend to favor candidates from a specific background (obviously someone from an infra background is probably more attractive)?
  5. Which firms do you guys see as your firm's main competition?
  6. What's your day-to-day like? In terms of dealing with the public sector, EPCs, banks, lawyers, etc.
  7. After being in infrastructure, do you see yourself staying in the industry or pivoting somewhere else?

Thanks guys. Feel free to PM me if it makes more sense.

Comments (2)

Feb 7, 2018

Hi GrandJury, don't worry, the WSO Monkey Bot is here.... I'm hoping one of these links will help find your answer:

Any pros willing to rescue this discussion? @LeveragedTiger @CCF @patocallaghan123

I hope those threads give you a bit more insight.

Feb 12, 2018
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