Private Equity Conversations with Fexingo · 2026-07-08 · 13 min
Episode 99 of Private Equity Conversations with Fexingo looks at a niche corner of infrastructure investing: how private equity is consolidating landfill assets and waste-hauling operations. Lucas and Luna walk through the economics of a typical transfer station deal, the role of long-duration capital from pension funds, and why tipping fees are more resilient than most people assume. They touch on the recent $3.2 billion roll-up of regional landfills by a consortium of PE firms, and what that says about the broader push into essential hard-asset industries. A specific, grounded episode for listeners who want to understand one concrete vertical before the next wave of deal talk. #PrivateEquity #WasteManagement #Landfills #Infrastructure #PEInvesting #RollUp #TippingFees #TransferStation #WasteHauling #EssentialAssets #LongTermHold #InstitutionalCapital #PensionFunds #Consolidation #Finance #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo