Infralogic

1 week ago | ionanalytics.com | Kezia Kho |Nicholas Morgan |Carlos Martinez

Blue-chip US LPs look for alpha and diversification in EuropeSector, region and strategy specialist funds in demand90% of buyout funds raised last year had clear specialist mandateAmerican GPs have long dominated global private equity, attracting top-tier LPs from both home and abroad. Now their European peers are poised to capture market share as the USA’s state pension plans and insurance firms show blooming interest in committing to highly specialist funds.

1 week ago | ionanalytics.com | Vivian Li |Edith Leung

China’s Centurium Capital acquired German industrial automation business Ruhlamat, marking its debut cross-border deal, shortly before the latest round of US tariffs. Charles Lin, a managing director at the GP, described it as a succession transaction with a risk-aware geopolitical overlay: Ruhlamat’s headquarters have moved to Singapore; China is now home to R&D operations. “This is about de-globalisation.

1 week ago | ionanalytics.com | Rouhan Sharma

News (Intelligence) An Indian procuring authority has switched the development format for two ropeway projects to the build, operate, transfer (BOT) model following market feedback, a senior official told Infralogic. One of these is a 5.76km-long project connecting Brahmagiri to the Anjaneri hills at Nashik in Maharashtra state, estimated to cost INR 3.76bn (USD 44m).

1 week ago | ionanalytics.com | Chuck Stanley |Rouhan Sharma

News (Intelligence) With the future for Biden-era energy incentives unclear, developers are rushing to get late-stage projects on the ground, and investors are turning to complex contract structures to manage policy risks.

1 week ago | ionanalytics.com | Rory Gallivan |Edith Leung

News (Intelligence) The UK’s smart meters sector may further consolidate with Iberdrola shortlisting strategic players in a sale process for a portfolio of gas and electricity meters, according to sources familiar. Kohlberg Kravis Roberts (KKR)-owned Smart Metering Systems and Macquarie’s local unit have made the list. Calisen, backed by GIC and EQT Infrastructure, is also likely to be through, the sources said.