Energy and Infrastructure Areas of Focus

We invest in and grow companies that are leading providers of products and services related to the operation, maintenance and installation of energy assets and other critical infrastructure.

Our companies’ offerings address critical customer needs such as improving their efficiency and productivity, gaining access to needed skills and expertise, enhancing environmental compliance, and facilitating a safe work environment for their employees.

We are focused on the broad spectrum of critical, with particular interest and expertise in the following sectors:

 

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The recent boom in domestic shale oil and gas production, as well as the advanced age of pipeline infrastructure, creates the need for significant development, refurbishment, maintenance, and testing of oil and gas transportation and storage infrastructure.

As domestic oil and gas production continues to grow, U.S operators are aggressively seeking new outlets for their product.  This activity is driving demand for increased domestic storage and a greater focus on international outlets for oil and LNG.  As a result, our nation’s oil and gas transportation and storage infrastructure is coming under increased capacity stress.  As new energy production centers emerge and the U.S.’s role in the global energy market continues to grow, the midstream transportation market must also change in order to meet new market requirements.  Despite political challenges, major new interstate pipeline projects are in the works, along with miles of gathering systems to supply them.  At the same time, the burgeoning development of new oil and gas transportation infrastructure, often in and around major population centers, is coming under increasing scrutiny for safety and environmental impact.

We are focused on the companies that provide services and equipment to midstream operators.  These companies are positioned to benefit from long-term growth in our nation’s energy transportation and storage infrastructure, as well as greater safety and environment standards which create demand for additional services and equipment.  Companies operating in this sector also benefit from the steady, predictable nature of the midstream demand.

Regulatory change, the gradual transition from coal to natural gas, the emergence of distributed and renewable power generation models, and the growing influence of consumer choice are some of the issues affecting power producers today.

We seek companies that provide services and equipment to this important sector.  These companies are increasingly important as power producers seek to keep up with new technologies and new regulations, and seek to operate in an increasingly competitive environment.

Retirements of coal fired electric generation, aging infrastructure, grid modernization initiatives, and a wave of impending retirements by utility personnel are all causing a renewed focus on electric transmission and distribution assets.

Distributed and renewable generation, load shifting and advances in grid communication and monitoring, are all placing greater demands on electric transmission and distribution networks.  After decades of spending on power generation assets, utilities are turning their attention and capital to the aging transmission and distribution infrastructure.  As our nation’s electric grid becomes more dynamic and the threat of cyber-attacks increases, utilities are re-focused on reliability initiatives related to the grid.   Overlaying all of these trends is an aging engineering and utility workforce, resulting in a drain of institutional knowledge from the largest energy companies.

We are focused on companies providing products or services that help improve electric reliability and security, that facilitate the development of new transmission infrastructure, and that help offset the loss of talent and expertise as key components of the utility workforce reach retirement age.

Coming Soon.

The nation's aging water infrastructure presents significant opportunity to address challenges relating to health and safety concerns, water resource management and public financial burden.  The average age of pipes carrying drinking water is 45 years, with much of our nation's water infrastructure installed in the early 20th century.  There are an estimated 240,000 water main breaks per year, resulting in the loss of two trillion gallons of treated drinking water.  The American Water Works Association estimates that $1 trillion in spending will be required to maintain and expand water infrastructure over the next 25 years.

Turning Basin Capital targets investments in companies that provide mission critical services and products to ensure the efficient and safe operation and maintence of drinking water, storm and sanitary sewer, industrial waste water and other essential water infrastructure systems.

Coming Soon