Northleaf's innovative infrastructure investment program addresses the challenges inherent in building a diversified portfolio of infrastructure assets in a cost-effective manner. Northleaf's program provides access to a portfolio of mature, conservatively positioned infrastructure assets that is diversified by geography, industry sector and revenue framework.
Northleaf's infrastructure program benefits from an experienced team with an extensive global network and a consistent focus on: proactive deal sourcing across target geographies/sectors, valuation discipline and active portfolio management. The program’s investment activities are focused primarily on North American, European and Australian assets, with the flexibility to invest opportunistically in other member countries of the OECD, particularly those with developed markets that offer stable regulatory, economic and political environments. Northleaf’s infrastructure funds pursue investments across the contracted, regulated and volume-linked sectors, with a focus on small to mid-market assets with equity investments of $50-150 million. This strategic focus has enabled Northleaf to proactively source differentiated opportunities and generally avoid the broad, highly competitive auctions of large, marquee assets.
Northleaf Infrastructure Capital Partners II (NICP II) - 2016
NICP II, a C$950 million fund, is actively investing. NICP II invests in contracted, regulated and volume-linked assets within the core infrastructure market. NICP II focuses primarily on North American, UK/Western European, Australian and select other OECD member country transactions.
Northleaf Infrastructure Capital Partners (NICP I) - 2012
NICP I, a C$520 million fund, is fully committed to a portfolio of core infrastructure assets that is well-diversified by geography, investment type and sector. NICP I’s portfolio comprises nine investments, representing 14 underlying assets, in the US, Canada, the UK and Australia.
Northleaf Mid-Market Infrastructure Partners (NMIP) - 2012 & 2015
NMIP is a C$1 billion custom infrastructure mandate focused on direct investments in small to mid-sized core and core-plus assets, predominantly in Canada and the US.
- C$400 million first tranche commenced in March 2012; fully committed
- C$600 million second tranche activated in July 2015; actively investing