Investment Focus & Thesis

Brookfield Infrastructure focuses on acquiring and operating essential infrastructure assets with strong, stable cash flows and significant barriers to entry: Investment Range Equity investments typically ranging from $50 million to $1 billion+ in infrastructure assets. Asset Focus Essential infrastructure assets with regulated or contracted cash flows. Utilities — Regulated electricity and gas distribution utilities Transport infrastructure — Roads, bridges, toll roads, and airports Midstream energy - Pipelines, storage terminals, and processing facilities Data infrastructure - Fiber networks and data transmission assets Renewable power - Wind, solar, and hydroelectric generation assets

Notable Portfolio Companies

Brookfield Infrastructure has built an extensive portfolio across essential infrastructure sectors: Company Sector Notes Westinghouse Electric Nuclear Services Nuclear power services and technology First Hydro Renewable Power UK pumped storage hydroelectric Innogy (stake) Renewable Power European renewable energy platform Terry Hill Energy Energy Transmission Natural gas transmission BGM Group Infrastructure Services Infrastructure construction services Northwest St. John's Transport Airport infrastructure Brookfield also maintains significant positions in various infrastructure companies through its public vehicles and private funds, including investments in regulated utilities and toll roads.

What Brookfield Looks For

Based on their investment patterns, Brookfield Infrastructure evaluates opportunities based on: Essential services — Assets providing critical services with limited substitution Contracted cash flows — Regulated or long-term contracted revenue streams Operational excellence - Strong operational metrics and safety records Growth capex potential - Opportunities to expand asset base and increase throughput Long holding periods - Willingness to hold assets indefinitely for steady cash flows }> Pro Tip Brookfield is known for its long-term hold strategy and operational improvements. They bring significant operational expertise to their investments and look for management teams who can grow assets over extended periods.

How to Connect With Brookfield

Approaching Brookfield Infrastructure requires demonstrating essential infrastructure quality: 1 Demonstrate Asset Essentiality Prepare detailed analysis showing how your asset provides critical services with limited competitive alternatives. 2 Present Cash Flow Stability Show historical and projected cash flows with regulatory frameworks or contracts that provide visibility. 3 Highlight Growth Opportunities Prepare analysis of expansion opportunities including organic growth projects and acquisitions. 4 Showcase Operational Excellence Present safety records, regulatory compliance history, and operational efficiency metrics.

The Value of Financial Preparedness

PE firms like Brookfield expect detailed financial information for infrastructure assets: Infrastructure Metrics • EBITDA and cash flow analysis • Regulatory rate base and allowed returns • Contracted revenue coverage • Capital expenditure requirements Asset Data • Asset capacity and utilization • Remaining useful life • Regulatory framework analysis • Competitive positioning }> How Eagle Rock Helps We help infrastructure companies prepare for PE investment by building detailed financial models, regulatory analysis, and investment-quality presentations. Our fractional CFO services ensure your company is ready for infrastructure due diligence.

Frequently Asked Questions