John Thompson’s Post

Capital security is much more than a #privatecapital marketing slogan and a real advantage in financing the #energytransition. Two recent mega-deals in the sector from Brookfield Asset Management with Microsoft and Global Infrastructure Partners (GIP) and CPP Investments | Investissements RPC's take-private of US utility ALLETE illustrate this clearly. That, in turn, showcases just how much room for growth there is for the #infrastructure asset class. Read my take on Infrastructure Investor 👇 https://lnkd.in/dVe_Yrvw

Amid rising interest rates, more investors are turning to hybrid funds that include infrastructure investments as a strategic approach to diversify portfolios and provide steady income streams. Discover how the right technology-driven solutions can help you streamline infrastructure fund operations: https://lnkd.in/e4ZqaFvN

Infrastructure Investment Shift: Asset managers are increasingly acquiring infrastructure firms to expand into renewable energy, data centers, and more. Notable deals include BlackRock's $12.5B acquisition of Global Infrastructure Partners and General Atlantic's Actis transaction. The trend capitalizes on rising demand, offers inflation-protected contracts, and supports clean-energy goals. Private asset managers reached $1.33T in infrastructure investments by June 2022, doubling in five years. The industry's expansion aligns with institutional investor interests and growing private-wealth channels. Beyond financial backing, larger firms provide specialized knowledge in emerging technologies, boosting investments in areas like utility-scale batteries and hydrogen-fuel systems. #InfrastructureInvestment #Sustainability #AssetManagement https://lnkd.in/erY5Zs8R

BlackRock Acquires Global Infrastructure Partners (GIP) for $12.5 Billion. #esg #sustainability #blackrock #gip #infrastructure #investing #esgnews #esgbroadcast

While the markets experienced a downturn, there were bright spots that encouraged continued investment and support of the US energy expansion. 🌱 Brookfield Renewable and Brookfield Asset Management stocks demonstrated remarkable resilience, showcasing their strength and stability in a volatile market. Brookfield Renewable reported record financial results, adding nearly 5,000 megawatts of new clean energy capacity and securing contracts for almost 50 terawatt hours of generation. This growth highlights their commitment to sustainable energy and their ability to perform across market cycles. Similarly, Brookfield Asset Management announced strong fourth-quarter results, raising $93 billion in capital and increasing their quarterly dividend by 19%. Their success in capital raising and strategic investments positions them for continued growth and robust fundraising in the coming year. These achievements underscore the importance of investing in transition energy and infrastructure, paving the way for a sustainable and prosperous future. 🌍💡 #investinH2 #hydrogen #renewables RW Energy

Great read on what's going in #infrastructureinvestment which has a direct impact on #renewables Here CAMS we're busy serving this transition providing infra investors and their platforms the services and expertise to implement their mandates. We offer a holistic approach that ranges from due diligence, to staffing, to #operationsandmaintenance to #assetmanagement integrated in a manner few if any others are able to offer. #energytransition

Via Utility Dive: " BlackRock to buy Global Infrastructure Partners in $12.5B deal, cites clean energy trends: Through the deal, BlackRock will add GIP companies such as Competitive Power Ventures, Eolian and Terra-Gen Power to its portfolio. " #Energy #Utility #Utilities

“We expect this year infrastructure will continue that steady performance that we’ve seen through multiple cycles.” Stephen Dowd, CIO, Private Infrastructure Strategies, speaking recently to Elaine Misonzhnik of Wealth Management Real Estate (WMRE) about why we believe that there are strong secular trends supporting growth in #digital #infrastructure and #energy transition. Read more below. https://cbreim.co/3vYNr0N

A Power Purchase Agreement with PPI gives you reliable and resilient power backed by a reliable and resilient partner. Here’s how: 1. We’re responsible for everything from designing and installing to financing your distributed energy assets. 2. Our finance partner, True Green Capital Management LLC, guarantees funding for the entire contract duration, eliminating the risk of stranded assets and project delays. 3. You have the autonomy to deploy your assets as you see fit, with strategic guidance from our analysts to maximize returns. 4. Your only commitment is a set capacity cost throughout the agreement. Want to hear more? Contact the team to start a conversation about what this could look like for your community. #RenewableEnergy #ERCOT #RuralDevelopment

📰 BIG NEWS! I Squared Capital has entered into an agreement to acquire Priority Power! I Squared Capital is one of the world’s most respected infrastructure investors. At Priority, we are proud of our record of serving commercial, industrial, institutional, and government customers, culminating in over 10,000 active customer contracts with a 95% retention rate across 80% of the US. Our infrastructure offerings continue to grow, as we help reduce energy costs and increase reliability by building private electric generation and transmission & distribution assets. This acquisition will allow PPM to continue to grow, all while delivering even greater value to our customers, shareholders, and team members. Bottom line….an even stronger and more resilient Priority Power, which means better services, more infrastructure development, and increased offerings. As power demands soar across our great Nation, so do Priority Power's capabilities! It is important to note that we would never have reached this point without the trust, faith, and investment of Ara Partners and Oaktree Capital Management, L.P. for supporting our mission and helping us achieve the success we have achieved to date. Finally, none of this would be possible without the hardest working team in the industry, Team Priority, and our clients who have entrusted us with such an important mission - Thank you! https://lnkd.in/gYuYjHpY