Investing in the Movement of People and Goods

A Capital Partner

for Transportation Businesses

Discover Duration
Our Portfolio
firm

What We Do

Duration Capital Partners is a dedicated infrastructure investment firm with a value-add approach to partnering with transportation businesses in North America.

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$4.0B

Assets Under

Management

16

Team

Members

19

Industry

Specialists

14

Investments

to Date

Why We Do It

We seek to facilitate the growth and success of transportation businesses that play a critical role in the movement of people and goods across air, land, and sea.

Our highest purpose is to ensure that our employees get home safely and that we protect and grow our investors’ capital.

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approach
Approach

The U.S. Transportation Sector:

Contributes

$2.3tn

or 9% of U.S. GDP

Employs

16mm people

or ~10% of the U.S. workforce

Includes

25+

investable sub-sectors

Represents

$7tn+

of investment opportunities

Portfolio

Strategic Footprint

Since 2017, the Duration team has partnered with a wide range of transportation businesses, each of which is critical to the movement of people and goods via air, land, and sea in North America.

5,500+

Miles

of Rail

155+

Ports &

Terminals

95mm

Annual Airport

Customers

85,000+

Intermodal Chassis

and Containers

340,000

Parking

Customers

75+

Logistics

Facilties

All figures presented on this site are as of June 30, 2024, unless otherwise noted.  On June 28, 2024, Emmett McCann, Josh Connor and the Transportation Infrastructure Team (including investment professionals and “industry experts”) separated from Oaktree Capital Management, L.P. and established a newly formed asset manager, Duration Capital Partners LLC.

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Portfolio Company Operations

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Watco Industrial Rail Services Consolidated Chassis Management Ports America Rand Logistics OTG

Our Values

We pride ourselves on our values, which inform what we do.

Alignment

Teamwork, Communication, Best Practices, Cadence, Process, Transparency

Integrity

Respect, Accountability, Ownership, Thoroughness, Honesty, Responsible Investing, Professionalism, Confidentiality

Passion

Focus, Curiosity, Creativity, Commitment, Drive, Persistence

Discipline

Reflection, Governance, Forethought, Differentiation, Knowledge, Safety

Progress

Innovation, Sustainability, Specialization, Diversity, Continuous Improvement

team

Transportation Specialists

The Duration team is passionate about growing transportation businesses in collaboration with our partners and in alignment with our values.

Emmett McCann
Emmett McCann

Co-Chief Executive Officer

Josh Connor
Josh Connor

Co-Chief Executive Officer

Dave Barger
Dave Barger

Co-Chair of the Industry Specialists

James Kowalishin
James Kowalishin

Co-Chair of the Industry Specialists

John Frank
John Frank

Chairman

Ian Shapiro
Ian Schapiro

Senior Advisor

James Burchetta
James Burchetta

Managing Director

Raj Yapa
Raj Yapa

Chief Operating Officer and Chief Compliance Officer

Will Frew
Will Frew

Senior Vice President

Nancy Labanara
Nancy Labanara

Chief Financial Officer

Andrew Bierschenk
Andrew Bierschenk

Senior Vice President

Mark Ferrara
Mark Ferrara

Senior Vice President

Michael Kigawa
Michael Kigawa

Vice President

Nate Quinn
Nate Quinn

Vice President - Investor Relations

June Sun
June Sun

Vice President

Oscar Zapata
Oscar Zapata

Vice President

Zubi Uzor
Zubi Uzor

Senior Associate

Matt Hall
Matt Hall

Senior Associate

Ronika Makkar
Ronika Makkar

Associate

Rachel Halton
Rachel Halton

Director of Business Operations

Investment Team
Industry Specialists
Investment Committee
Business Operations

Building Enduring Value

Duration has built strong relationships with key stakeholders ranging from business owners and entrepreneurs, to distinguished industry leaders and vital union labor, by partnering with transportation companies.

We seek to leverage the vantage points and resources of these relationships to create and pursue bi-lateral investment opportunities.

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Organizational Enhancements

  1. Recruit diverse and knowledgeable subject matter experts to serve on highly functional boards
  2. Build experienced management teams to drive long-term performance
  3. Improve financial metrics, operations, culture, growth (organic and inorganic) and strategic opportunities
  4. Carefully align and administer management incentive and compensation plans
  5. Actively manage stakeholder relationships (e.g., community, political, regulatory and customer)
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Operational Improvements

  1. Work closely with industry specialists to perform due diligence and identify optimization strategies
  2. Implement cost-saving initiatives, customer growth strategies, and new technologies to increase efficiencies
  3. Make capital improvements to deficient infrastructure
  4. Set well-articulated goals, defined timelines and measurable performance standards
  5. Actively engage with labor using a responsible contractor policy and labor ombudsman
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Capital Strategy

  1. Use M&A strategies to acquire smaller businesses and grow platform companies
  2. Optimize capital structure
  3. Evaluate capex to enhance existing capacity and spur growth during the full life cycle of investments
  4. Negotiate engineering, procurement and construction contracts with risk allocations and protections
  5. Continuously analyze and evaluate exit alternatives and timing

Our History

In 2024, Co-Chief Executive Officers Josh Connor and Emmett McCann and Oaktree Capital Management, mutually agreed to create Duration Capital Partners, an independent investment firm that is registered as an investment adviser with the U.S. Securities and Exchange Commission and is dedicated to the transportation industry.

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RESPONSIBILITY

Our Commitment to Labor and Safety

Since its inception, Duration has maintained strong partnerships with labor.  With a responsible contractor policy, a dedicated labor ombudsman, and partnerships throughout the Taft Hartley community, we are committed to the mutually achievable goals of creating jobs and generating attractive investment returns.

46mm

Union Hours

Created

125+

Unions

Employed

35+

Trades

Employed

30+

States with

Union Labor

Safety is Embedded in Our Culture

With a combined workforce of tens of thousands of hard-working men and women across our investments, Duration’s commitment is to help ensure that our employees return home safely every day.  The pursuit of safety best practices is constant across our portfolio, and we work closely with our management teams and industry specialists to help drive improvement and deeply embed safety in the culture of our organization.

Partnered with Leading Responsible Investment Organizations

Third-party logos included herein are provided for illustrative purposes only.  Inclusion of such logos does not imply affiliation with or endorsement by such firms or businesses.