Dry Powder: The Private Equity Podcast
Where Infrastructure Deals Are Heading
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.
12:27
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Quick takeaways
- The convergence of energy and digital infrastructure is creating new investment opportunities driven by technology and consumer demand.
- Investors are expanding their focus to include traditionally overlooked sectors like healthcare and fintech as critical infrastructure.
Deep dives
Evolving Investment Themes in Infrastructure
The landscape of infrastructure investment is shifting significantly, driven by themes such as energy transition and the emergence of digital infrastructure. Investors are adapting their strategies to identify opportunities beyond traditional sectors, recognizing that effective integration and operational capabilities are essential for success. This transformation encourages a focus on understanding the value chain, particularly components that are adjacent to core assets, which can uncover new opportunities. The industry's emphasis has moved from contract-based value creation to leveraging mergers and acquisitions strategies to find sustainable returns.
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