Middle-market infrastructure companies are increasingly central to capital allocators seeking exposure to long-term structural change — from community-level services up to global-scale systems. Typically defined as assets with enterprise values between $400 million and $2 billion, these companies sit at the intersection of economic growth and innovation, addressing some of the most pressing challenges facing global economies.

Demographic shifts, evolving government policy, decarbonization, energy security, electrification, digitalization, the rise of artificial intelligence (AI) and supply-chain realignment are all reshaping infrastructure priorities and expanding the investable universe. These forces are accelerating demand for private capital into adjacent and emerging segments including battery storage, electric vehicle (EV) charging, distributed clean energy, fiber and data networks, sustainable logistics, municipal-scale utilities, and essential services such as water