Strategy

Investment Strategy

Real Assets and Essential Services

We target infrastructure that provides essential services and we invest in real assets that have barriers-to-entry.

Focus on Growth Capital

We seek to capitalize on trends driving demand for the infrastructure of tomorrow by providing growth capital for expansion, acquisition, or construction of new assets.

Value-Added Approach

We take an active role in managing our portfolio companies and add value by using a commercial, “private equity” skill-set.

Step-change in Value

Our goal is to deploy our capital, expertise, and relationships to achieve a step change in value when our investments are sold to traditional infrastructure investors and companies.

Middle Market Strategy

We focus on the less competitive middle market infrastructure segment where we believe there is greater potential to add value.

Partnership
Ethos

We emphasize personal and corporate ethics and long-term relationships with our management teams, colleagues, investors, and other stakeholders.

Learn More About our Strategy

Growth infrastructure Opportunity

Mature, vibrant economies continually create the need for new infrastructure assets, which gives rise to the growth infrastructure opportunity. Trends driving this need include:

Decarbonization

Demand for Data

Industry Consolidation

Innovation and Technology

Regulatory Changes

Demographic Trends

Outdated Infrastructure

Resiliency Needs

We provide growth capital to middle market infrastructure businesses with the goal of creating mature, traditional or core infrastructure assets.

Value

Evolution of an infrastructure asset or platform

Tiger's Focus

Early Stage
Infrastructure
Platform

Traditional Mature/
Core Infrastructure

Representative value creation strategies

  • Expand an existing asset base or network
  • Shift business model to recurring revenue
  • Increase asset intensity
  • Improve or introduce relevant contracts
  • Build unique assets that have barriers to entry
  • Drive more predictability of revenues
  • Reduce costs of capital and access capital markets
  • Support and enhance management capabilities
  • Expand customer relationships
  • Introduce ESG and best practices

Sector focus

Tiger Infrastructure is principally focused on three industry sectors that we believe offer the greatest opportunities for value creation and growth.

Communications

Energy transition

Transportation

Learn More About our Investment criteria

investment criteria

Infrastructure Characteristics

Tiger targets businesses that are typically characterized by one or more of the following:

  • Large growing end-markets driven by inevitable trends
  • Essential services with predictable demand
  • Barriers to entry
  • Limited technology, commodity or business model risk
  • Clear roadmap for value creation
  • Platform for follow-on investment or consolidation opportunity
  • Sustainable businesses
Use of Proceeds

Tiger typically seeks to deploy capital in one of the following situations:

  • Expansion of existing assets or networks
  • Creation of new assets, platforms or networks
  • Consolidation opportunities, typically through synergistic acquisition
Sectors

Tiger has a focused sector strategy and targets higher growth opportunities in communications, energy transition infrastructure, transportation, and other infrastructure related sectors.

Size Range

Tiger typically targets equity investments of $25-$100 million. The firm will make larger investments where it anticipates the participation of co-investors and will make smaller initial toe-hold investments where we believe there is potential to deploy significant additional capital in the future.

Ownership/ Governance

Consistent with our value-added approach, Tiger typically targets majority stakes, but we will make minority investments with like-minded partners that share our growth and value-added approach.

Geography

Tiger’s primary geographic focus is North America and Europe.