Investing in North American Infrastructure
Why North American middle-market infrastructure?
- North American infrastructure is a defensive growth market that has doubled in size in the past 5 years to US$7.8T1.
- Strong middle market volume: the number of middle market infrastructure transactions has grown by 15.9% since 2013, outpacing large cap transactions.2
- High growth in North American infrastructure investment, with limited competition in the middle market.
- Unlisted infrastructure has the potential to add both growth and stability to a portfolio, thereby improving risk metrics with low correlation to other asset classes, inflation-protection, and diversification.
- Middle market offers greater opportunity for differentiated origination and to improve and add value to businesses.
1 Preqin North America infrastructure AUM.
2 InframationNews.
* As at December 31, 2023. Capital under management does not include undrawn commitments.
Our North American portfolio companies
News and insights
Meet our North American team
Our established North American team made up of 15 investment professionals, is backed by the experience of a 100+ person global team.
John is a Partner and Co-Head of Igneo Infrastructure Partners team in North America, and is a member of the GDIF Investment Committee.
John is currently a board director at Patriot Rail, Terra-Gen, and Rialto Bioenergy. Prior to joining the team in 2018, John held a senior role at the Port Authority of New York & New Jersey, which operates the bi-state region’s airports, ports, bridges and tunnels, and PATH commuter rail.
Prior to that, John was a Managing Director and head of US infrastructure advisory in the Investment Banking Division of Goldman, Sachs & Co. John has a J.D. from Yale Law School and an A.B. from Harvard College.
Michael Ryder is a Partner and Co-Head of Igneo Infrastructure Partners team in North America. He is based in New York and has been with the business since 2022. Michael is a member of the GDIF Investment Committee.
Prior to joining Igneo, Michael was a Senior Managing Director and Head of Americas at OMERS Infrastructure and was a senior member of its executive management committee. Michael also previously held senior leadership and investment committee positions at Blackstone and Morgan Stanley Private Equity.
Michael holds a Masters of Business Administration with High Distinction from Harvard Business School where he was a Baker Scholar, a Bachelor of Engineering (Hons) and a Bachelor of Commerce from the University of Melbourne. He serves as an Honor Role Trustee for Scholarship America.
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