Industry Focused

MSEP’s investment themes target fragmented industries after concluding extensive research on the opportunities and risks. Our network of industry veterans connects us with unique and attractive investment opportunities often not available to investment firms with a broad general approach.

Our knowledge of the industry provides us with better views toward exit opportunities, including identified buyers, and a better understanding of how to maximize returns.

MSEP’s first platform, established in 2013, focuses on investments in infrastructure services. We believe that the risk-return profile generated from this segment is more attractive than those generated in direct infrastructure projects. The large deficit that has accumulated over the years is driving overall demand for rehabilitation and inspection of existing infrastructure, in addition to new infrastructure spending required to keep pace with global growth. Furthermore, monetary spending on projects and rehabilitation of existing infrastructure is largely uncorrelated to general economic cycles.

Examples of businesses in infrastructure services include:

  1. Underground utility and sewer maintenance;
  2. Power grid maintenance;
  3. Road and highway services;
  4. Service businesses to airports, railways, and other transportation hubs; and
  5. Businesses servicing hospitals and other large scale infrastructure projects.
  • Industry Focused

    We invest in industries that we believe are well positioned for strong growth and have limited professional investors. Following extensive research, our current area of focus is in infrastructure services.

    Value Added Investing

    We are not day-to-day operators but we are active and involved with our investment portfolio companies, bringing strategic and financial value to complement existing management teams.

    Succession Focused

    We help owner-operators form and execute succession plans. Each plan is customized depending on the needs and wants of owner-operators.