InfraVia Capital Partners: All Hands on Deck for Maritime Services
InfraVia Capital Partners and LD Armateurs argue that specialised maritime services are increasingly attractive to investors. The sector’s capital intensity, long‑term contracted revenues, and built‑in inflation linkage provide stable cash flows. Downside protection mechanisms further improve risk‑adjusted returns. Executives Aymar de Tracy and Samira Draoua highlight these fundamentals as a catalyst for heightened investment activity.
Fengate: Moving Transport Into the Fast Lane
Fengate’s transport team, led by Darcy Wilson, argues that despite fierce competition for infrastructure assets, North America remains a fertile ground for long‑term investments. The firm points to a robust pipeline of highways, railways, and ports backed by supportive policy...
Bernhard Capital: Regulated Utilities Provide Rich Font for Mid-Market Carve-Outs
Bernhard Capital Partners’ Jeff Jenkins highlights that regulated utilities are becoming a fertile source for mid‑market carve‑outs as the sector seeks capital for grid upgrades. Stable, predictable cash flows and strong credit profiles make these assets attractive to private‑equity firms...
Wilmington Trust on What’s Powering the Future of the Energy Transition
Will Marder of Wilmington Trust examines how the past year reshaped capital flows toward the energy transition. He notes a marked acceleration in renewable and grid‑modernization investments, driven by policy support and heightened ESG focus. The firm anticipates continued diversification...
Ridgewood on the Opportunities Stemming From the Lower Mid-Market
Ridgewood Infrastructure’s Sam Lissner highlights the lower mid‑market as a hotbed for value creation and flexible exit options. Investors are gravitating toward deals that sit below the traditional mid‑market threshold, seeking higher returns with manageable risk. Lissner notes that the...
Vision Ridge’s European Head Moubarak Expected to Depart – Exclusive
Vision Ridge’s European head, Ramzi Moubarak, is expected to leave the firm after less than two years in the role. Moubarak was recruited to spearhead the company’s European expansion following the launch of its London office in October 2023. His...
Vesper Hits €1bn Fundraising Mark for Maiden European Infra Fund – Exclusive
Vesper Capital announced it has secured €1 billion in commitments for its first European infrastructure fund, marking a significant fundraising milestone. The fund has already deployed more than 60% of its capital target into early‑stage projects across the continent. Vesper’s investment...
Blackstone Strategic Partners Leads on EQT’s Evergreen CV for EdgeConnex
Blackstone Strategic Partners has been appointed lead investor in EQT’s newly formed evergreen co‑investment vehicle focused on EdgeConnex, an Australian data‑centre operator. The fund is projected to raise approximately $2 billion at launch, with provisions to increase its capital base as...
The Pipeline: Quinbrook Mulls Stake Sale, CVC DIF Collects €3.5bn, Macquarie’s Double Deal Week
Quinbrook Partners is weighing a minority‑stake sale to bring in strategic capital, aiming to accelerate its infrastructure expansion. Meanwhile, CVC’s Direct Investment Fund closed a €3.5 billion double‑fundraise, reflecting strong investor appetite for long‑dated, inflation‑linked assets. Macquarie Capital announced two sizable...
Prime Capital Eyes Lower Target for Debut Infra Debt Fund – Exclusive
Prime Capital, a European infrastructure‑debt specialist, announced it will lower the fundraising target for its debut infra‑debt fund. The manager also extended the fundraising window by roughly six months to tap renewed investor appetite for infrastructure assets. The revised target...
Investor Intentions: NCIA Looking to Grow Its Private Infrastructure Portfolio
The National Council for Infrastructure and Assets (NCIA) is signaling a strategic push to expand its private infrastructure holdings, with allocations projected to reach between $8 billion and $10 billion. This represents a sizable portion of the council’s overall investment portfolio and...
Infra’s $650bn Window of Opportunity
The article highlights a $650 billion infrastructure investment window but notes that markets are penalising hyperscaler capital expenditures that appear erratic. It questions whether traditional infrastructure managers can impose the discipline needed to attract capital. The piece warns that unchecked hyperscaler...
Meridiam Amasses over €2bn for European Infra CV Fund
Meridiam has closed a new European infrastructure closed‑end fund, securing more than €2 billion in commitments. The vehicle aggregates 22 assets across highways, high‑speed rail, hospitals, university accommodation and low‑carbon projects. By diversifying across transport, health and sustainable solutions, the fund...
AP Moller Closes Maiden Morocco-Focused Transport Infra Fund
A.P. Møller has closed its maiden Morocco‑focused transport infrastructure fund, marking the firm’s first dedicated vehicle for North African logistics assets. The fund will channel capital into roads, ports, rail and airport upgrades that are critical to Morocco’s preparation for...
Australia’s Energy Transition Hits a Permitting Wall
Australia’s renewable rollout is stalling as planning and environmental permitting delays choke new generation projects. State‑level approval processes are taking years, pushing back construction of solar farms, wind parks and battery storage. Although the federal government has introduced streamlined pathways,...