Dry Powder: The Private Equity Podcast Where Infrastructure Deals Are Heading
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Mar 25, 2025 In this insightful discussion, Andrew Kunkel, a member of Bain's private equity practice and co-leader in transportation and logistics, dives into the evolving world of infrastructure deals. He highlights how the energy transition is reshaping investments, particularly in digital and energy sectors. The conversation also covers emerging opportunities in healthcare and education, while emphasizing the importance of local insights for navigating digital infrastructure investments. Kunkel's expertise offers a fresh perspective on adapting strategies in a rapidly changing market.
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Infrastructure Investing Evolution
- The infrastructure industry has shifted from focusing on risk mitigation through contracts and regulatory knowledge to a value-add approach.
- Understanding developers and building clever contracts were critical for generating returns in the past.
Buyout Playbook in Infrastructure
- The infrastructure industry is adopting a buyout playbook, emphasizing M&A and integration.
- Identifying, integrating, and extracting value from assets is crucial.
Transforming Businesses into Infrastructure
- Transforming existing businesses into infrastructure assets is a new frontier.
- This involves incorporating characteristics like contractual revenue and aligning with themes like energy transition.