Mid-market muscle: How smaller deals are powering the next US infrastructure boom

This episode is sponsored by Ridgewood Infrastructure and I Square Capital

At the start of 2026, infrastructure investors in the United States benefit from numerous tailwinds. Electricity demand is rising at the fastest rate in decades, industrial reshoring is gathering momentum, and the artificial intelligence revolution is continuing to accelerate.

While many of the fundamentals are positive, infrastructure managers must navigate a complex environment in the US. Abrupt policy changes, alongside macroeconomic and geopolitical volatility, mean the path to success is far from straightforward.

In this episode of The Infrastructure Investor Podcast, Ross Posner, managing partner at Ridgewood Infrastructure, and Gautam Bhandari, managing partner at I Squared Capital, discuss how mid-market managers can be best placed to deliver higher returns and secure favourable exits. Although their strategies differ, they both see plentiful opportunities as the US infrastructure market continues to grow and mature in the years ahead.