- A cash-generative existing pool of assets; and
- The opportunity and proven ability to develop new assets
Infrastructure fundementals
- Demand tied to an essential societal need
- Cashflows from existing assets tied to underlying demand
Solution to growing need
- Market need with macro tailwinds
- Established business model, unit economics, and market
- Sustainable and beneficial for society
Privileged position
- Platform allows the addition of new assets at a alpha generating return
- Leading market position
- Realistic to double size
We focus on finding opportunities where we can partner with a management team, bringing a combination of deep infrastructure experience, proven ability to drive growth, and a true partnership mentality. This focus allows us to help our partners deliver real value through the development of necessary infrastructure, building upon the existing assets.
21st century infrastructure needs added flexibility to improve lives and the environment. Investments in infrastructure deliver value to society through the efficient use of resources and taking advantage of technological advances. As a result, these pools of distributed infrastructure assets are a critical addition to the conventional core infrastructure across a wide range of sectors, supporting a range of megatrends such as:
Circular economy
Access to Healthcare and Education
Essential social services “in the community” closer to demand
Digitalisation
Energy transition
Enabling the decarbonisation of the economy
Our investments are sustainable, with core business models meeting a societal need of the long-term.
Why MML?
Our Infrastructure Private Equity strategy is a genuinely differentiated offering, bringing an infrastructure approach to the mid-market. Our focus on distributed infrastructure platforms means that our proven toolkit for helping management teams drive growth in an asset base is uniquely relevant for scaling infrastructure businesses. This allows us to help teams deploy new assets, creating significant value for:
- Society, by building needed assets efficiently and flexibly;
- Management teams, helping them achieve the visions they have for their companies; and
- Our investors, where successfully growing businesses drives attractive returns
Our unique methodology
We look to create this value by applying private equity skills and methodology to the distributed infrastructure market:
Existing assets
- Systematise growth
- Build models to create recurring growth opportunities
- Accretive acquisitions
- Access to growth capital
Growth opportunity
- Incentivise best-in-class management teams, recruiting to fill gaps
- Operational improvements (processes, software, etc.)
- Incorporate best-in-class ESG practices
By exit, we will have increased the scale and repositioned assets with data underpinning, creating investments that combine scaled infrastructure characteristics with a clear and sustained growth opportunity.