Investment Focus & Thesis

Stonepeak Partners focuses on infrastructure and real assets companies with stable cash flows and growth potential: Investment Range Equity investments typically ranging from $100M-$500M+ in companies with enterprise values of $300M-$2B+. Stage Focus Control and growth equity investments in established infrastructure and real assets companies. Transportation — Airports, seaports, railroads, and toll roads with essential infrastructure Energy Infrastructure — Pipelines, storage facilities, and renewable energy assets Utilities — Regulated utilities and water infrastructure companies Digital Infrastructure — Data centers, towers, and fiber networks

Recent Investment Activity

Stonepeak Partners has maintained active investment activity in the infrastructure and real assets sectors, partnering with management teams to build essential infrastructure companies. Company Sector Investment Theme Year Transportation Infrastructure Transportation Infrastructure 2024 Energy Infrastructure Platform Energy Infrastructure 2024 Digital Infrastructure Company Digital Infrastructure 2024 The firm leverages deep infrastructure expertise to help portfolio companies navigate regulatory requirements and capitalize on long-term growth trends.

Notable Portfolio Companies

Stonepeak Partners has built a portfolio of essential infrastructure companies across their target sectors: Transportation Infrastructure Airports, seaports, and transportation infrastructure with essential services. Energy Infrastructure Businesses Pipelines, storage, and renewable energy infrastructure with stable cash flows. Digital Infrastructure Leaders Data centers and telecommunications infrastructure supporting digital transformation. Stonepeak Partners takes an active role in helping portfolio companies grow through operational expertise and strategic guidance.

What Stonepeak Partners Looks For

Stonepeak Partners evaluates potential investments based on several key criteria: Essential infrastructure — Companies providing essential services with regulated or contracted revenues Stable cash flows — Long-term contracts or regulated rates providing predictable revenue Defensible position — Monopoly or near-monopoly market positions with high barriers to entry Growth potential — Clear pathways to growth through capacity expansion or new investments Experienced management — Management teams with deep infrastructure industry expertise }> Pro Tip Stonepeak Partners looks for companies with long-term contracts or regulated revenues that provide stable cash flows. Demonstrating regulatory relationships and permit expertise is a significant advantage.

How to Connect With Stonepeak Partners

Approaching a firm of Stonepeak Partners' caliber requires thorough preparation: 1 Demonstrate Infrastructure Quality Showcase your essential infrastructure assets, contract terms, and regulatory relationships. 2 Prepare Financial Infrastructure Ensure clean financials with stable cash flows and predictable revenue streams. 3 Articulate Growth Strategy Develop a clear plan for capacity expansion and new infrastructure investments. 4 Build Industry Connections Leverage infrastructure industry networks to get introductions to the investment team.

The Value of Infrastructure Expertise

Companies seeking infrastructure PE investment must demonstrate essential services and stable cash flows. This is where many companies need support: Infrastructure Management • Contract management • Regulatory compliance • Capital planning • Asset management Financial Preparation • Cash flow modeling • Financial reporting upgrade • Due diligence data rooms • Capital expenditure planning }> How Eagle Rock Helps We help infrastructure companies prepare for PE investment by building financial infrastructure and regulatory frameworks. Our fractional CFO services ensure you're ready for due diligence.

Frequently Asked Questions