The Infrastructure Moment

Two recent reports—McKinsey’s The Infrastructure Moment and Goldman Sachs’ Infrastructure in 2025—shine a spotlight on the evolving investment opportunity in infrastructure. Their findings highlight two themes that sit at the core of Crosstimbers’ strategy.

1. Big capital needs companies to buy.
Private infrastructure fundraising has surged recently to over $1.5 trillion, with Goldman noting that more than half of it has gone into megafunds exceeding $9 billion in size. These funds must compete for scaled platforms, pushing up multiples and creating, in Goldman’s words, “more tailwinds for mid-market infrastructure than ever before.” That dynamic plays directly into our strategy. We build the platforms the big funds need. We feed the giants by creating the high-growth, hard-asset businesses they later compete to buy.

2. Infrastructure itself is being redefined.
McKinsey points out that infrastructure is no longer limited to bridges and tunnels. Today, it includes fiber networks, data centers, EV charging stations, and more. These “new infra” assets require innovation, creativity, and entrepreneurial drive—not the bureaucratic pace of legacy monopolies. Crosstimbers is uniquely focused on this frontier. We don’t acquire mature incumbents. We create new, scalable companies that can meet modern infrastructure’s demands and seize its growth.

Together, these themes underscore why this is the infrastructure moment and why Crosstimbers’ formation-stage strategy is so well positioned. We are building tomorrow’s infrastructure platforms today, in the whitespace where capital is needed most.