QAI is a value-add infrastructure investor focused on high-quality middle-market investments with aligned management teams and partners.
Approach
Our decisions take into account honest and reasoned analysis, the results of which are measured by the achievement of customer experiences and investor returns. We judge our success not solely by investment returns, but also by the positive impact we make on people and the communities in which we operate. We aim to leave companies, assets and the communities in which we operate, better than the way we found them.
Middle-Market Focus
QAI focuses on investments requiring $20 to $80 million of equity in the infrastructure verticals of data and technology, industrial and environmental, decarbonization and energy transition. QAI’s opportunity set within these industry verticals and specifically in the middle-market is robust given increasing capital requirements driven by changing societal behavior.
North American Concentration
North America, and particularly the economy of the United States is in the midst of a post-covid recovery in which infrastructure needs have become a top priority. QAI aims to capitalize on the growing demand for infrastructure assets, which is expected to remain strong over the long term. QAI’s strategy benefits from several macro tailwinds, including the paradigm shifts to both digital transformation and low carbon energy.
Value-Add Emphasis
QAI’s strategy involves the acquisition of mature assets and repositioning them into viable platforms; the provisioning of growth capital to evolving businesses; and the development of greenfield and brownfield assets into operating companies.
Data and Technology
Broadband and wireless networks
Data centers and storage
IoT and other applied technologies including logistics
Industrial and Environmental
Waste management, niche recycling and low-carbon industrial manufacturing
Water logistics, treatment and management; civil infrastructure
Industrial gases, minerals and chemicals; inland terminals and rail logistics
Decarbonization and Energy Transition
Energy transition such as renewables, hydrogen, energy efficiency and carbon sequestration
Niche battery, storage and transmission; EV and fuel-cell vehicle infrastructure
Responsible energy transport and power generation, including distributed resources and demand side management