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By Sebastian Dooley, Portfolio Manager, Principal Asset Management – The outlook for data centres is formidable. Buoyed by strong fundamentals, ever increasing demand and improving efficiency, have primed the asset class for sustained, attractive returns. However, the market is maturing. Success will no longer be guaranteed by simply deploying capital. Instead, strategic discipline, site selection, and alignment with demand drivers will define the sector’s winners and losers.Â
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Apollo Global Management has formed its first partnership with a South Korean investment bank, teaming up with KB Securities Co to pursue private credit opportunities in one of Asia’s fastest-growing alternative lending markets, according top a report by Bloomberg.
Insight
STORIES OF TRANSFORMATION: As social life becomes digitised, consumers are increasingly looking for in-person retail experiences which offer a break from the online world. Verlinvest’s portfolio company Insomnia Cookies has utilised this trend to help create value.
Intel
Private investment giant Apollo Global Management has withdrawn its $2.1bn offer to acquire pizza chain Papa John’s International at $64 per share, according to a report by Reuters citing people familiar with the matter.
Intel
Boyu Capital is set to acquire a controlling stake in Starbucks’ China operations in a transaction valuing the business at around $4bn, marking one of the largest divestments by a Western consumer brand in China in recent years, according to a report by Reuters.
Intel
The Carlyle Group expects a stronger finish to 2025, forecasting an uptick in deal activity despite lower third-quarter earnings from its private equity unit that weighed on overall results, according to a report by Reuters.
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Investment firm Aquarian Holdings, which is backed by private equity firm RedBird Capital Partners and Abu Dhabi state fund Mubadala, is close to finalising a $4bn take-private deal for US life insurer Brighthouse Financial, according to a report by the Financial Times.
Intel
Nordic Capital and Astorg have agreed to sell their co-controlling stakes in Clario, a provider of digital endpoint solutions for clinical trials, to Thermo Fisher Scientific in an all-cash transaction reportedly valued at around $8.9bn.
Intel
Medline Inc, the US medical supplies business taken private in a $34bn leveraged buyout by Blackstone, Carlyle Group, and Hellman & Friedman in 2021, has publicly filed for an IPO, setting the stage for one of the largest-ever PE -backed listings.
Intel
Sweden’s EQT – one of Europe’s largest private equity firms – has made a takeover approach for Australia’s AUB Group, valuing the insurance broking and risk services company at around AUD5.25bn ($3.41bn), according to a report by Reuters.
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