The headlines are hard to avoid...
The world has grossly underinvested in its critical infrastructure.
Funding from the public sector has lagged the need and the infrastructure funding gap continues to grow.
Prior to the global recession, the major banks and private equity funds looked to fill this gap with aggressive capital.
If the banks and funds have learned anything these last few years, it is this: Investing in infrastructure is more than a financial play -- you need sector knowledge and an ability to operate the asset. Your due diligence must answer critical questions that can make or break the deal.
Do you understand the political and regulatory environment? Will there be public backlash against the deal? What is the optimal capital structure that minimises risk and maximises return?