Our Story
Conifer Infrastructure Partners is a platform that simultaneously builds and invests in energy and critical materials companies on behalf of its investors. Conifer companies are selected because they are uniquely positioned to support the energy transition, have predictable business models, and use proven technologies.
Our investment thesis is as evergreen as a conifer. But our team’s engineering background, capital allocation expertise, and industrial sector experience are unparalleled.
Because we are both builders and investors, we actively search for and grow companies that we have defined as high-return uses of capital. We hold ourselves to the highest standard of scrutiny in our selection and capital allocation process.
The team we’ve created and the experience we’ve deployed are built upon the many lessons learned and successes achieved well before Conifer Infrastructure Fund was founded in 2024.
Our Roots
Acquired a single landfill with $8 million in revenue operating at a loss, grown into a large vertically integrated waste and environmental services business within a year, generating $100 million in annual revenue and $30 million in annual EBITDA.
OPPORTUNITY WE SAW
By acquiring additional assets, scaled hauling operations and developed repeatable infrastructure business model. Return for equity investors secured: 20x+.
Inspired by the success of the landfill business, founded the largest renewable natural gas company in the world, Archaea Energy, and secured development pipeline of over 80 RNG projects and long-term contracts valued over $5 billion.
OPPORTUNITY WE SAW
By designing a standardized, manufacturing-like approach to project development, we reduced cycle times and costs by 50% and created a predictable cash flow model in partnership with investment grade counterparties.
Acquired a renewable natural gas developer and formed an emerging growth publicly traded company (NYSE:LFG), through a special purpose acquisition company valued at $1.5 billion at the time.
OPPORTUNITY WE SAW
By continuing to rapidly develop robust inventory of highly economic, low-risk RNG projects, secured a backlog of long-term fixed price agreements that provide low-risk predictable cash flows with large scale utility companies and private companies seeking to meet sustainability targets.
Sold Archaea Energy to bp for $4.1 billion.
Return for public equity investors secured: 2.6x
Return for original private investors secured: 12x
Founded Conifer Infrastructure Partners to identify, advise, help design, build and manage companies and projects in select, untapped energy and critical materials sectors that require both engineering and capital allocation expertise to maximize shareholder value.
OPPORTUNITY WE SEE
Identify undervalued energy transition projects that require engineering expertise to develop standardized, manufacturing-like approaches which are repeatable and have transformative effects on capital compounding with significant return on capital and free upside.
Our Ethos
INTEGRITY
Trust and honesty are the foundation of our relationships with Conifer companies, partners and investors.
INNOVATION
We promise to always look for new ways to maximize value for investors and advance the energy transition.
SUSTAINABILITY
Environmental responsibility is at the heart of everything we do. We prioritize projects that not only deliver sustainable outcomes but do so sustainably.
COLLABORATION
We believe in the power of partnerships. By working together, we can achieve greater impact and success.