Active Investment Company Alliance’s Post

Discover insights on BlackRock's $12.5 billion Infrastructure investments, with a look into strategic perspectives and industry trends in this edition of Momenta's Take. Click here! https://lnkd.in/d8sGsKWF

Are you ready to hear more about 'Investment criteria for the energy transition'?   We're thrilled to have Eric Bjonerud, Managing Director, Macquarie Group Asset Management Green Investment Fund joining us over on the Blue stage!🔵   This is definitely not one to be missed!   #EnergyTransition24 #energy #utilites #energytransition

Brookfield's clean energy fund attracts $2.4 billion from global heavyweights, nearing halfway mark of $5 billion target. Strategic partnerships aim to accelerate emerging markets' transition investments sixfold. #CleanEnergyInvestment #EmergingMarkets #SustainableFinance #InstitutionalInvestors #ClimateAction #AsiaAssetManagement

As argued by M. Nicolas J. Firzli, LL.M., Nicholas Sherry and Guan Seng Khoo in ESG and Private Market Assets: (https://lnkd.in/g2XY2JAQ), "BlackRock has struck a deal to buy Global Infrastructure Partners for more than $12.5bn in cash and stock, a move that will substantially boost the $10tn money manager’s footprint in alternative assets and shake up the landscape for private market investing." Not exactly as transformational as BlackRock's acquisition of BGI, which instantly made it the leader in ETFs, but quite close with regards to private market and infrastructure investing, pertinent today in this era of the energy transition. But, definitely a great deal for the partners of GIP. 👍👏🍾🥂 Now, it's time to see how BlackRock climate-proofs these private assets going forward! 🤫😉

We have joined Brookfield Asset Management as an investment partner for the Catalytic Transition Fund (CTF), alongside Caisse de dépôt et placement du Québec (CDPQ), GIC, Prudential plc, and others. Brookfield announced an initial closing of US$2.4 billion for the CTF last week, marking a significant milestone towards its US$5 billion target to fund clean energy and transition assets in South and Central America, South and Southeast Asia, the Middle East, and Eastern Europe. This strategic partnership will help drive clean energy investment into emerging markets, where investment needs to increase six-fold over current levels to reach the US$1.6 trillion required annually by the early 2030s, in line with global net zero targets. Together with our partners, we hope to drive positive change in the underserved markets and accelerate global decarbonisation. https://tmsk.sg/mzd #ClimateForwardTemasek #SustainableFinance #ClimateAction #NetZero

Impact and energy transition investments are reshaping PE. The PEI 300 sees a surge in funds dedicated to sustainability, with 10 of the top 50 firms focusing on these strategies. Brookfield Asset Management’s Global Transition Fund, the largest impact fund ever with $15B raised, is a clear example. Their $10B BGTF II is set to continue this momentum. Institutional investors are increasingly prioritizing transition investments, seeing them as attractive, risk-adjusted opportunities. This is an industry that Virtas Partners has been focusing on for many years now. The #pe interest in #energy #tranisition and #infrastructure is not going to slow down any time soon. #deals #impactinvesting #energytransition #privateequity #sustainability #PEI300 #officeofthecfo

Private equity investment in the energy sector is gaining momentum once more. Check out this insightful article by Partner Findlay Anderson in The Scotsman to learn more about this evolving landscape: https://ow.ly/NKGl50RgS8A #PrivateEquity #EnergySector #InvestmentOpportunities

BlackRock Acquires World Leading Infrastructure Investment Platform Global Infrastructure Partners (GIP) for $12.5 Billion Key Impact Points: -GIP is the world’s largest independent infrastructure manager with over $100 billion in AUM and a strong reputation for driving operational improvements in its portfolio companies & proprietary origination -Transaction creates a market-leading, multi-asset class infrastructure investing platform with combined client AUM of over $150 billion across equity, debt and solutions & strengthens deal flow and co-investment opportunities -Transaction structured for leadership continuity and alignment with BlackRock’s stockholders, with substantial majority of total consideration to be paid in BlackRock stock -GIP’s management team will lead the combined, highly complementary infrastructure platform Larry D.Fink #blackrock #infrastructure #gip #energytransition #ESG #ESGNews #esginvesting

The combined entity’s scale, expertise, and global reach position it to capitalize on the immense growth potential of the infrastructure market. By effectively addressing the challenges, BlackRock and Global Infrastructure Partners (GIP) have the potential to not only reshape the infrastructure investment landscape but also deliver compelling value to their clients and stakeholders. BlackRock’s acquisition of GIP isn’t just a financial coup, it’s a lesson in the power of relationships. Years of friendship between CEOs Ogunlesi and Fink laid the foundation for this “perfect partnership,” proving strong connections often trump ideas and deals in today’s business world. Building trust and shared values is a long-term investment, but it unlocks unforeseen opportunities and fuels success. Remember, behind every win lies the invaluable currency of human connection. Many thanks to Deji Sarumi for the permission to take of his insightful viewpoint to bear in addition to the article.

Global investment firm Quinbrook Infrastructure Partners has successfully closed the Quinbrook Valley of Fire Fund with $600 million in capital commitments, wth Blackstone Strategic Partners in place as the lead investor. The Quinbrook Valley of Fire Fund marks a continuation of the large scale solar+storage strategy of Quinbrook’s Low Carbon Power Fund (LCPF) which held its final closing in 2019. The Quinbrook Valley of Fire Fund has now acquired 51% of the Gemini Solar + Storage project and 100% of the remaining Valley of Fire project development portfolio (VoF) from the LCPF and certain other equity holders. Quinbrook noted that the new transaction has ‘delivered an exceptional return on investment for LCPF investors’ while ‘creating a new growth platform’ to provide primary capital commitments to fund the continued development and construction of several large scale solar + storage projects in the VoF portfolio. “This successful closing underscores Quinbrook’s commitment to impactful renewable energy project development and new asset creation and its track record of pursuing strategies that seek to optimize returns for investors wanting differentiated exposure to the energy transition,” remarked Rory Quinlan, co-Founder and Managing Partner of Quinbrook Infrastructure Partners. “The decision to pursue a GP-led secondary transaction reflects our commitment to enhancing value for our LPs, while continuing to support the development of a distinct portfolio of landmark renewables assets. “We are excited to welcome such well known and respected investors to Quinbrook, including lead investor Blackstone Strategic Partners and cornerstone investor Ares Management Infrastructure Secondaries (Ares Management Corporation) funds.” The VoF portfolio comprises seven projects totaling over 2.65GW of solar PV capacity with the potential to add a further 1.5GW of battery storage capacity, located across Nevada, Colorado and Arizona, and range between early-to-late-stage development. “Energy transition is a major theme for Blackstone and we are excited to invest with Quinbrook and Primergy,” added Mark Bhupathi, Head of Blackstone Infrastructure Secondaries. PJT Partners LP acted as the lead financial advisor on the transaction. Kirkland & Ellis LLP served as legal counsel to Quinbrook, while Proskauer Rose LLP served as legal counsel to Blackstone Strategic Partners. #cleanenergy