Value-added strategic partner for best-in-class infrastructure construction and services companies
SMC was established to create a specialized strategic acquirer, developer, and long-term owner of operating businesses that fit a contractor and service provider-centric, as opposed to asset-centric, or “Core-Plus” definition of infrastructure
Since inception in March 2021, SMC has raised capital from and formed capital partnerships with multiple institutional, family office, and high net worth investors, totaling approximately $1.2B
What makes us different?
Perpetual approach to value-creation and highly attractive evergreen capital structure promote decision making geared towards empowering management and maximizing long-term impact instead of short-term upside
Unique blend of infrastructure asset knowledge, corporate M&A and strategy capability, infrastructure finance and development experience, and operational management track record
Commitment to identify and then stand behind strong operational teams, providing high-value strategic support and not counterproductive micromanagement
Philosophy rooted in establishing shared values and shoulder-to-shoulder alignment with founders and management teams
Our mission is to create long-term value for all of our stakeholders by taking a hands-on, partnership-driven approach with growth-oriented management teams, together leveraging a unique bench of specialized experience to deliver high performance results to owners and operators of critical infrastructure assets
Strategic development experience and technical infrastructure knowledge, never before integrated into a single, cohesive platform, support a truly unique value proposition to founders and management teams
Sector Focus
SMC targets the following end markets
Digital Infrastructure
- Data Center
- Fiber
- Satellite
- Signal & Tower
Energy Transition
- Electrification
- Renewable Power
- Tech-Enabled Support
- Transmission & Grid
Heavy Civil
- Bridge
- Power & Utility
- Roadway & Runway
- Terminal & Port
Transportation
- Aviation
- Freight Rail & Railcar
- Healthcare
- Marine Tug & Tow
- Specialized Condition (Temperature/Handling)
Acquisition Criteria
- Majority Buyout With Partnership Rollover
- The Americas
- Shared Values With Sellers And Management Teams
- Clear Path to Incremental Scale
Up to $125M
EBITDA
10%+
Margins
(or clear path to that level)
Transaction Types
- Corporate Carve-Outs
- Management Buyouts
- Generational Transitions
Featured Portfolio Stories
Infrastructure Investing: PE’s “Large Niche” of Opportunity
In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Andrew
Portfolio 2
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Meet The Team
SMC’s roster of deeply and diversely experienced professionals is exclusively focused on working with our management teams to identify, create, and protect long-term value.
