ARROYO ENERGY INVESTMENT PARTNERS LLC

Thesis

Founded in 2003, the firm's strategy involves acquiring equity stakes in operating energy infrastructure businesses and select late-stage development projects. They target assets with stable operating margins and potential for commercial upside through active management. Arroyo typically seeks control positions, even in minority stakes, to ensure value enhancement. Their geographic scope includes the United States, Mexico, and Chile, with a focus on power generation and midstream energy infrastructure, including wind, solar, and gas-fired power plants. The firm emphasizes self-sourcing investments through a proprietary network and avoids targets outside its core expertise. Arroyo Investors Fund IV closed with over $1 billion in equity commitments, and the firm has sponsored nearly $2 billion in equity capital investments since inception. As of March 2, 2021, they actively managed over $2 billion in assets, with cumulative AUM since 2003 reported as $4 billion.