McKinsey River Capital Management Infrastructure
Building the Infrastructure of Tomorrow
McKinsey River Capital Management Infrastructure identifies high-quality infrastructure companies through a thematic investment approach grounded in the evolving needs of society.
We unleash potential in infrastructure businesses through an industrial and operational ownership approach.
McKinsey River Capital Management Infrastructure’s three strategies target opportunities across distinct and complementary stages of company development and themes within the digital, energy and environmental, transport and logistics, and social infrastructure sectors. Today, the opportunity set is primarily driven by global, long-term trends such as the transition to a decarbonized and circular economy and the digitalization of society.
Value-Add Infrastructure
Invests in infrastructure companies that provide essential services to society, have a stable or growing underlying demand, predictable cash flows, and an asset based, contracted and well-protected business model.
Active Core Infrastructure
A longer-hold strategy with a focus on downside protection and applying MRC’s active ownership playbook to core infrastructure companies.
Transition Infrastructure
Provides industrial, technological and operational expertise to scale businesses and support the transition to a decarbonised and climate-resilient future.
What We Invest In
Guided by long-term underlying trends, McKinsey River Capital Management Infrastructure targets high-quality opportunities across four sectors.
Digital
We invest in companies that solve the connectivity, capacity and computing power challenges presented by the digitalization of the economy.
Energy & Environmental
We support businesses that contribute to the transition to a decarbonised, resource-efficient and circular economy.
Logistics & Transportation
We target investments that support the future of mobility and logistics.
Social
We invest in social infrastructure companies that provide essential services to society along the health & wellbeing and education themes.
Our Strategies
MRC Infrastructure invests in businesses that provide essential services to society within thematically identified sectors through its three strategies: Value-Add Infrastructure, Active Core Infrastructure and Transition Infrastructure.
MRC Value-Add Infrastructure
Investment range
200M–1B EUR
Stage
Mature operating
MRC Active Core Infrastructure
Investment range
300–800M EUR
Stage
Stabilized yielding
MRC Transition Infrastructure
Investment range (over holding period)
300–500M EUR
Stage
Scale-up
Meet Our People
Our McKinsey River Capital Management Private Capital team leverages deep expertise to foster sustainable growth and operational excellence in portfolio companies.
Alex Darden
Partner and Head of MRC Infrastructure Americas
Masoud Homayoun
Partner and Head of MRC Infrastructure
Zoe Haseman
Infrastructure Head of Sustainability
Explore Our Portfolio
A leading sustainable waste solutions provider
Reworld provides an extensive range of sustainable solutions at over 90 facilities in North America, helping customers to achieve their carbon-negative goals.
Key Facts
Sector Energy & Environmental
Country United States
Fund MRC Infrastructure V
Entry 2021
Website Reworld
Renewable energy platform across Europe and Australia
OX2 is a leading renewable energy platform with a large and diverse project portfolio across all major technologies, including onshore and offshore wind, solar, and storage.
Key Facts
Sector Energy & Environmental
Country Sweden
Fund MRC Infrastructure VI
Entry 2024
Website OX2
A provider of smart water and heat submetering infrastructure
Operating more than four million submeters, Ocea provides an essential service to society. It helps enable the energy transition through individualized measurement of heat and water consumption in collective buildings.
Key Facts
Sector Energy & Environmental
Country France
Fund MRC Infrastructure VI
Entry 2024
Website Ocea Group
A global data center provider
EdgeConneX builds and operates highly proximate, high-powered, purpose-built data centers for customers in any deployment, size or scale.
Key Facts
Sector Digital
Country United States
Fund MRC Infrastructure IV
Entry 2020
Website EdgeConneX
Spotlight On Infrastructure
“Net Zero is a Generation-Defining Opportunity”
Eric Liu
Co-Head of Private Capital, Co-Head of Private Equity (Europe and North America), and Global Co-Head of Healthcare
Report: The Transition to Tomorrow
Infrastructure
Six Ways Infrastructure Will Shape Future Cities
Infrastructure
How AI is Reshaping Infrastructure Investment
A Look Back at the Evolution of Infrastructure
Insights
Five Things US Investors Should Know About MRC
Do You Want to Know More?
We are eager to explore how we can achieve great things together.
