In Part II of i3’s interview with senior editor Drew Campbell and Ron Fleming, chairman, president and CEO of Global Water Resources, the discussion focuses on the question of investors transacting in water infrastructure and the key pillars investors should look for in a successful enterprise. The first part of the interview published in the July-August issue of i3.
What are some of the 10,000-foot level themes that investors deploying capital into water and other infrastructure companies pay attention to?
Beyond the obvious point of earning a targeted rate of return on investment at an acceptable risk, there are several key criteria investors should track. These alternative criteria include executive leadership track record, market adoption and “runway”, asset management, capital allocation philosophy, and investment in technology and innovation. All of these can s