Dry Powder: The Private Equity Podcast
Where Infrastructure Deals Are Heading
In the second of our two-part infrastructure series, we look at which subsectors are heating up and how opportunities across sectors are converging.
On the previous episode of Dry Powder, Andrew Kunkel, the coleader of Bain’s Transportation & Logistics practice, explained how infrastructure deals have evolved over the past two decades. Today on the show, we take a closer look at the dominant investment themes that are reshaping the space.
You can listen to this episode of Dry Powder and catch future episodes by subscribing on Apple Podcasts, Google Podcasts, Spotify, or wherever you may listen.
I ask Andrew how energy and digital infrastructure investments are beginning to converge and creating ripple effects throughout the wider economy. We’ll also see how leading investors are thinking about these trends and building out new skills and capabilities.
“There are all sorts of pieces of the value chain that sit one step removed from some of the core theses,” Andrew says, “and we think that’s where a lot of the opportunity set is going to come from.”
The Private Equity Podcast
In our podcast series, Bain's Hugh MacArthur interviews leading experts on the trends and opportunities that will redefine the private equity industry.
First published in 3월 2025