Shining a Spotlight on Leasing-as-a-Service

In a recent Infrastructure Investor Mid-Market Report, Northleaf's Paul Gill explores how the growth of equipment-as-a-service models may be creating attractive opportunities within mid-market infrastructure. The piece considers how these asset-backed platforms may offer durable, contract-supported cashflows, inflation protection and multiple avenues for value creation.

“Mid-market equipment leasing is attracting investors due to a combination of factors including fragmentation, appealing entry valuations and features reminiscent of core infrastructure”.

Read Northleaf's perspective on mid-market infrastructure and the role of asset-backed, contract-driven platforms in "Shining a Spotlight on Leasing-as-a-Service," by Paul Gill in Infrastructure Investor, April 2026.