Stonepeak invests in critical transportation and logistics infrastructure across the Americas, Europe, and Asia Pacific.

“Ever-growing e-commerce demand combined with ongoing geopolitical shifts are creating a fundamental realignment of global supply chains, requiring significant capex and innovation across the universe of existing transportation and logistics assets. We seek opportunities to invest in businesses that are providing essential transport and logistics services for their customers today while at the same time positioning themselves well for the future.”

James Wyper
Senior Managing Director, Head of U.S. Private Equity, Head of Transportation & Logistics

Changing consumption patterns

The increased complexity of inventory management and the growing reliance of society on e-commerce are creating opportunities to invest in the improvement and expansion of the global supply chain. Equally, the global energy transition has opened additional avenues for investment in LNG and clean fuels transportation to meet the increased demand for these sources of energy in markets around the world.

Deploying capital and technology to meet future expectations

We invest in support of businesses moving toward and benefiting from global thematic trends favoring more efficient and sustainable supply chains. Low-emission modes of transport such as rail and shipping will require additional investment to enhance their sustainability profiles, and infrastructure logistics operators and service providers will increasingly deploy advanced technologies to address complex problems such as efficient routing, energy and waste management, and space optimization.

Opportunistically targeting the most attractive sub-sectors

Our thesis-driven approach to analyzing potential new opportunities allows us to identify what we believe to be the most compelling and emerging subsectors for investment. Across subsectors including last-mile logistics, aviation, or social infrastructure that is critical in supporting our collective well-being, we are thoughtful and highly selective in pursuing only those opportunities that we believe exhibit robust downside protection while benefiting from favorable trends.

75% of total shipping containers enter or exit US seaports on chassis representing $3.3 trillion of freight value or 18% of total US GDP
Kearney (as of February 2022)
TRAC Intermodal is the largest marine chassis provider in the U.S. with 185,000 chassis and more than 6,000 transportation customers
Lineage operates more than 485 warehouses spanning 17 countries worldwide

“We’re excited about the continued evolution of transport and logistics globally as investment demand across core and emerging subsectors including supply chain, specialty logistics, energy transition and social infrastructure, present new opportunities for capital deployment.”

Luke Taylor
Co-President

Portfolio highlights

Cargo ship from above

The backbone of the global supply chain

The backbone of the global supply chain

TRAC Intermodal provides critical infrastructure for the movement of containers to and from ports across the U.S. forming the backbone of the United States’ intermodal supply chain.