Keynote Interview: A New Blueprint for Infrastructure

In the latest issue of Infrastructure Investor, Northleaf’s Olivier Laganière and Michael Smerdon discuss the “industrialization of infrastructure”: why buying well is only the foundation in the mid-market, and how a repeatable value creation playbook  is designed to support growth, operational improvement and de-risking.

“Buying well remains a critical foundation, but managers are increasingly expected to complement their disciplined underwriting with a deliberate, differentiated and repeatable approach to value creation.”

Read Northleaf’s perspective on mid-market value creation, de-risking and the role of technology in “A new blueprint for infrastructure,” in Infrastructure Investor’s September 2026 Strategy Report.