Bainbridge’s Post

More acquisitions in next few years.

🚀 Big News in the Infrastructure Sector 🌉 The global investment giant, BlackRock, is acquiring Global Infrastructure Partners (GIP) in a whopping $12.5 billion deal. This move isn't just a transaction; it's a bold statement about the future of infrastructure investments.   💡 Why This Matters: BlackRock's move is a clear signal of the burgeoning investor interest in the infrastructure sector. GIP manages over $100 billion in assets in critical areas like ports, power, logistics, and digital infrastructure. Larry Fink, BlackRock's CEO, calls infrastructure "one of the most exciting long-term investment opportunities."   🌏 A Trend We Can't Ignore: This move aligns with the growing investor enthusiasm we're seeing in logistics service providers, both asset-based and asset-light. For owners and leaders of small to mid-size logistics service providers, the message is clear: now is a prime time to consider your strategic options.   🔗 The Sellside Group Advantage: At Sellside Group, we're at the forefront of M&A for small and mid-size companies, especially in these dynamic times. Our unique approach is designed to find the most advantageous partnerships, facilitating owners in their exit strategies or in forging partnerships to fuel their growth.   📈 Your Strategic Opportunity: As we step into 2024, with the demand for logistics companies stabilizing after a challenging couple of years, the sector is ripe with opportunities. Whether you're eyeing an exit or seeking capital to expand, understanding the market dynamics is crucial.   🤝 Let's Talk: If you're leading a small or mid-size logistics service provider (3PLs, 4PLs, freight forwarders, trucking companies, warehouse operators, etc.) and want to navigate this investor-rich landscape effectively, let's connect.   📥 Reach out to me to explore how Sellside Group can assist you in capitalizing on this investor interest and help achieve your strategic and financial goals.   #InfrastructureInvestment #LogisticsTrends #MergersAndAcquisitions #GlobalTrade #SupplyChainInnovation #InvestmentOpportunities #BusinessGrowth #StrategicPartnerships #AssetManagement #IndustryInsights   https://lnkd.in/gZ7x5sPw

📊Today we presented our 1H 2023 results, a key period in or transformation to a global infrastructure P3 company.   The divestment of our Services businesses and our being selected for negotiations of our first infrastructure P3 in the United States set Sacyr’s course for the upcoming years. In the first six months of 2023, the company’s EBITDA grew by 28% to €645 million, net profits reached 64 million (+54%) and profitability soared to a record 30%.   These steep growth results are due to our commissioning new highway sections and the good performance of our P3 assets, which already comprise 90% of the EBITDA.   Continual value creation translates into an asset portfolio valuation above €3 billion. The reason behind these figures is a professional human team, fully committed to improving the quality of life of the local communities where we develop our activities and creating value for our shareholders. #SacyrResults1H2023

Building Success: Core-and-Shell Construction in Business As an "active" advisor (at Bounce & Steer) to boards and business owners, I often notice companies leaning towards prioritizing scale and growth during transitions, focusing on core activities. While this is the familiar comfort zone for owners, partners, and investors, it can unintentionally frustrate the success and sustainability of the transition itself. Simultaneously investing (or even before) in the broader construction of the company is often viewed as a drain on time and money. When I consequently challenge this notion, we often engage in very valuable discussions, leading to balanced decisions on: 1. Future-Proof Operations: today's efficiency might not align with tomorrow's challenges. Investing in the shell - beyond the core - ensures the necessary “bounce-ability” and a robust response to unforeseen changes. 2. Scalability & Stability: unstructured growth can sacrifice scalability and stability. A well-constructed infrastructure "steers" sustainable growth, adapting to increasing demands. 3. Your Time Allocation: as growth sets in, non-core activities at once start consuming considerable time from owners and key stakeholders in the business. Proactively building efficient support systems not only cuts these costs but enhances organizational agility. While core activities undeniably drive the business, strategically and timely distributing resources for the entire company is not a cost; it's an investment in durability. In the dynamic (and thus comparable!) landscape of construction and architecture, the concept of "Core and Shell Construction" is fundamental. This method explains the core structure and the external shell, providing a robust foundation for successful plans and sustainable solutions. #businessadvisory #growth #scaleyourbusiness #operationalresilience #businessandmanagement #bounceback

This article is definitely worth a read! The Elizabeth line is not just about stunning tunnels and stations; it's a revolution in rail travel! Thanks to Mott MacDonald's cutting-edge digital asset management system, this railway offers a seamless experience for passengers and efficient decision-making for operators. Read more about the project in the latest Assets magazine from The Institute of Asset Management 👇

Infrastructure managers are stewards of public infrastructure and, as such, customer expectations should be uppermost in the minds of management teams and investors, says Arjun Partner Peter Antolik to Infrastructure Investor in their latest asset manager roundtable. Peter was joined by peers in a roundtable that charted the challenges of managing infrastructure assets in today’s economic environment. While infrastructure has benefited from inflation linkage, the managers highlighted the ongoing importance of finding the right talent and expertise to navigate assets through heightened regulation and environmental demands to deliver long-term value creation. Read the full article below.

Mid-year changes to capital budgets can change the trajectory of existing facility plans. Knowing how to balance stakeholder needs with project implementation goals in these situations is key. CRB's Sydney Hamilton outlines the important role of consensus planning when involving stakeholders in decision making and creating clear, consistent messaging to drive strategic goals forward in times of economic uncertainty. Read it in Facility Executive at the link below. #CapEx #StrategicPlanning #FacilityManagement

Thrilled to announce our intent to acquire Anser Advisory which will allow us to help our clients more efficiently deliver large infrastructure projects in North America The acquisition will enhance Accenture’s ability to help companies and state and local public sector organizations complete large, long-term infrastructure projects more predictably and efficiently. This will expand Accenture’s capital project capabilities at a time when the US is increasing its investment in critical infrastructure. and companies are investing in US manufacturing capabilities. https://lnkd.in/e7jJFaTg Nigel Stacey Aaron Saint Jimmy Etheredge

Mid-year changes to capital budgets can change the trajectory of existing facility plans. Knowing how to balance stakeholder needs with project implementation goals in these situations is key. CRB's Sydney Hamilton outlines the important role of consensus planning when involving stakeholders in decision making and creating clear, consistent messaging to drive strategic goals forward in times of economic uncertainty. Read it in Facility Executive at the link below. #CapEx #StrategicPlanning #FacilityManagement