Investment Focus & Thesis

Macquarie Infrastructure Partners focuses on essential infrastructure assets with strong, stable cash flows: Investment Range Equity investments typically ranging from $50 million to $500 million in infrastructure assets. Asset Focus Essential infrastructure with regulated or contracted cash flows. Utilities — Electricity and gas distribution utilities Transport infrastructure — Roads, airports, and toll roads Energy infrastructure - Pipelines, storage, and processing Social infrastructure - Public-private partnership assets Digital infrastructure - Fiber networks and data infrastructure

Notable Portfolio Companies

Macquarie Infrastructure Partners has built an extensive portfolio of essential infrastructure: Company/Asset Sector Notes Atlantic Grid Energy Infrastructure Electric transmission Phoenix Energy Utilities Gas distribution utility Enterprise Gas Processing Midstream Natural gas processing Southwest Water Utilities Water and wastewater Great Lakes Ports Transport Port infrastructure Midwest Gas Storage Energy Infrastructure Natural gas storage Macquarie Infrastructure Partners takes a long-term hold approach, focusing on steady cash flows and operational improvements rather than short-term exits.

What Macquarie Looks For

Based on their investment patterns, Macquarie Infrastructure Partners evaluates opportunities based on: Essential services — Assets providing critical services with limited substitution Cash flow stability - Regulated or long-term contracted revenue streams Operational excellence - Strong operational performance Regulatory relationships - Strong regulatory standing Long holding periods - Willingness to hold assets indefinitely }> Pro Tip Macquarie brings significant operational expertise and long-term capital. They look for assets with stable cash flows and strong regulatory frameworks.

How to Connect With Macquarie

Approaching Macquarie Infrastructure Partners requires demonstrating essential infrastructure quality: 1 Demonstrate Asset Essentiality Prepare detailed analysis showing how your asset provides critical services. 2 Showcase Cash Flow Stability Present historical cash flows with regulatory frameworks or contracts. 3 Present Operational Metrics Show safety records, regulatory compliance, and operational efficiency. 4 Leverage Industry Networks Many deals come through infrastructure advisors or investment bankers.

The Value of Financial Preparedness

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

Frequently Asked Questions