Principal Investing

Long-Term, Flexible Capital for Sustainable Growth

At XIP, our approach to investing is one built on long-term partnerships, strategic alignment, and real operational expertise. Our sources of capital provide us with the latitude to craft custom solutions that fit the investment need, vs. trying to fit our mandate into the investment. This highly flexible capital combined with out deep understanding of industry dynamics, helps our businesses scale and evolve in ways that create lasting value.

Our capital partners are the family offices of founders and entrepreneurs. Therefore, our capital is enduring in nature, operationally focused, and not constrained by factors in traditional private funds like timeframe, fundraising cycles, and a diluted focus across large portfolios of companies.

We are highly selective and invest on a bespoke basis, where we choose to focus our time on limited opportunities worthy of our full attention. This highly aligns our return potential and risk with our investment partners.

Our Value-add

Near and Long-Term Strategy

Operational Initiatives and Scaling

Talent Acquisition

Actionable Data and Reporting

Strategic Acquisitions

Capital Raising

Investment Criteria

We structure investments to align with the unique needs of each business. Whether taking a majority or minority position, providing growth capital, or executing strategic transactions, we bring patient, high-impact capital to the table.

Investment Size: $10M to $100M (this can build up over time)
Control: Significant Minority or Majority
Structure: Common Equity or Preferred with Equity Participation
Profit: $3M of EBITDA or greater (we will consider select platform builds)

Investment Types

Growth Capital or Strategic Investment
Acquisition Funding
Generational Transition
First Institutional Capital
Management Buy-Out
Corporate Carve-Out
Real Asset Ownership or Development

Industries

We invest in platforms that design, build, supply, or operate or maintain critical infrastructure in three key super segments driven by long-term secular growth:

Energy Transition
Climate & Environment
Digital

Prior Investments Led by XIP Principals

The largest independent developer, owner, and operator of utility-scale solar assets in the US before its sale to AES and AIMCo
At sale, its portfolio included 1.3GW of solar and wind projects and a 10,000MW development pipeline
Has since fully merged with AES’ US clean energy business

Infrastructure solutions for wireless, clean energy, fiber, utility, and private networks
Multiple appearances on Inc. 5000’s Annual List of Fastest Growing Companies and Engineering News Record’s Top 600 Specialty Contractors
Acquired by Bow River Capital

JV with Southern Company to build and operate Bloom Energy servers in Delaware under a long-term PPA with Delmarva Power

Developer, owner, and operator of wireless towers
Aggregated 250+ towers prior to its acquisition by Vertical Bridge

Brownfield development and construction of one of the largest combined single-stream and dual-stream recycling facilities in the US
Opened in 2024, the 125,000sq-ft plant processes material from 60+ regional municipalities
A major broker of various grades of plastics, paper, and metals

Invest in the Future with XIP

We bring patient, flexible capital to businesses looking to scale strategically. Let’s talk about how we can help fuel your next stage of growth.

Contact

E: contact@xipllc.com

Connect

Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Expedition Infrastructure Partners (“XIP”), LLC and BA Securities, LLC are separate, unaffiliated entities.