Infrastructure Secondaries Daily

Copia Power is set to move from Carlyle to EQT at a reported $2.6 billion valuation, while secondaries-adjacent platform moves from TIFF, SIMCo and Nigeria’s pension sector point to fresh competition for private-market liquidity and infrastructure credit. In this episode: Top stories: 1. Carlyle to Sell Copia Power to EQT: Financial Times — Bloomberg Law https://news.bloomberglaw.com/bankruptcy-la...

Brookfield Corp. won court approval to use at least $114.8 million of debt as the lead bid for GoldenPeaks’ solar assets, while European BESS deal volume and Japanese/Canadian infrastructure capital flows show where private-market liquidity is still moving. In this episode: Top stories: 1. Judge OKs Brookfield's $114.8M Bid for Solar Firm — Briefs https://www.briefs.co/news/judge-oks-brookfield-to...

IFM Investors crossed 60% ownership of Atlas Arteria at $5.10 per share, pushing the toll-road takeover toward control and keeping Chicago Skyway in focus. NIDF’s N4.40 distribution and Blackstone’s Dresser deal add income and utility-infrastructure signals. In this episode: Top stories: 1. IFM Investors secures majority stake in Atlas Arteria | Grafa — Grafa https://grafa.com/en/news/australia/if...

Infratil marked CDC up 23.6% to A$18.5 billion as contracted capacity topped 1GW, putting private-infra NAV discipline back in focus while New York real estate owners lean harder on GP-led recaps and joint-venture stakes to recycle scarce equity. In this episode: Top stories: 1. IFT: Infratil CDC Valuation Jumps 23.6% to A$18.5B — Stockwirex https://stockwirex.com/asx-stock-news/industrials/ift-in...

Blackstone’s $7.8 billion Northern Virginia data-center sale is the hard pricing signal, while Re Sustainability’s $1.6 billion auction and Atlas Arteria’s IFM pushback show infrastructure exits and control fights still moving. In this episode: Top stories: 1. Blackstone Sells $7.8bn Virginia Data Centers in 2026 — Top Signal? | TheBoard.world — The Board https://theboard.world/articles/markets/bl...

BlackRock’s closed-end fund discount programs show BSTZ and BMEZ over the 10% average-discount trigger at midyear, putting potential 98%-of-NAV tender offers in view if conditions hold through September. In this episode: Top stories: 1. BlackRock Provides Update on Closed-End Fund Discount Management Programs | Morningstar — Morningstar https://www.morningstar.com/news/business-wire/20260701940154...

Williams Co. is in advanced discussions to acquire PE-backed Momentum Midstream for around $5.5 billion, implying a 22-25x EBITDA multiple and a major liquidity marker for EnCap Flatrock. In this episode: Top stories: 1. Momentum Midstream could be the latest target in US LNG buildout - PitchBook — PitchBook https://pitchbook.com/news/articles/momentum-midstream-could-be-the-latest-target-in-us-ln...

Cogent sold 10 U.S. data centers to an I Squared Capital-sponsored buyer for $225 million cash, while FTAI added Tidewater at roughly 5x forward EBITDA and Reuters reports SEC scrutiny of continuation vehicles. In this episode: Top stories: 1. Cogent sells 10 data centers for $225M cash | CCOI 8-K Filing — Stock Titan https://www.stocktitan.net/sec-filings/CCOI/8-k-cogent-communications-holdings-i...

Atlas Arteria’s $100 million Skyway put-option retirement gives infrastructure investors a fresh hard-number signal, while AES shareholders approved GIP and EQT’s $33.4 billion take-private and EIOPA flagged pension liquidity risk as private-market allocations keep rising. In this episode: Top stories: 1. Atlas Arteria Pays $100 Million To Retire Skyway Put Option - Finimize — Finimize https://fin...

Apollo Debt Solutions capped redemptions after requests reached 16.8% of shares, while publicly traded BDCs sit at roughly 25% median discounts to NAV. The allocator signal is shifting from isolated withdrawals to a broader new-money strike and liquidity repricing. In this episode: Top stories: 1. Private Credit & Alternatives - Week of June 24, 2026: The Buyer Strike Gets Louder | Matterfact Podc...

IFM Investors crossed majority control of Atlas Arteria after lifting its $5.10-a-security bid, giving listed toll roads a live valuation signal for infra secondaries. Railpen’s rejected IP Group approach and PSERS’s $20 billion BNY outsourcing add pension-capital pressure around discounts and mandates. In this episode: Top stories: 1. IFM builds Atlas Arteria stake to majority | Financial Standar...

Jefferies pegs 2025 global secondaries volume at $240 billion, up 48%, as stalled exits and 10% NAV distributions push LPs and GPs toward repeat sales, including faster-growing infrastructure secondaries. In this episode: Top stories: 1. [PDF] Thriving on volatility - Debevoise — Private Equity International https://www.debevoise.com/-/media/files/pdf/secondaries-roundtable-26.pdf?rev=0f1dec30f32a...

LP secondaries reached $87 billion of volume in 2024, with average pricing rising to 89% of NAV, while Setter, Macquarie, ILPA and Preqin frame the next pressure point: infra specialization, GP-led governance, and buyer capital capacity. In this episode: Top stories: 1. [PDF] Volume Report H1 2025 - Setter Capital — Setter Capital https://settercapital.com/media/reports/Setter_Capital_Volume_Repor...

Jefferies H1 2025 secondary market review puts global volume at $103 billion and average LP-portfolio pricing at 90% of NAV, with Morgan Lewis and StepStone context on GP-led continuation vehicles and infrastructure secondaries. In this episode: Top stories: 1. [PDF] H1 2025 Global Secondary Market Review - Jefferies — Jefferies https://www.jefferies.com/wp-content/uploads/sites/4/2025/08/Jefferie...

GCP Infrastructure is using capital recycling to narrow its discount, targeting £150m of disposals, at least £50m returned to shareholders, and an RCF balance reduced to £10m. In this episode: Top stories: 1. GCP Infrastructure - Substantive progress - QuotedData — QuotedData https://quoteddata.com/research/gcp-infrastructure-substantive-progress-qd 2. Step Back: When someone says an infrastructur...

Coller Capital says GP-led continuation-fund volume reached $108 billion in 2025, up from $77 billion, while the governance question remains whether fairness opinions, LPAC review, and buyer pricing really protect selling LPs. In this episode: Top stories: 1. GP-Led secondaries in 2025: A record-breaking year — Coller Capital https://www.youtube.com/watch?v=MMbzfYxyFZQ 2. Step Back: When a GP-led...

Commonfund’s secondaries paper cites $87 billion of 2024 LP secondary volume and average pricing at 89% of NAV, while Setter and ILPA materials frame the harder question for infrastructure desks: how private-market volume is counted, and where GP-led conflicts sit. In this episode: Top stories: 1. [PDF] Volume Report H1 2025 - Setter Capital — Setter Capital https://settercapital.com/media/reports...

Jefferies’ H1 2025 Global Secondary Market Review puts first-half volume at $103 billion, up 51% year over year, with LP portfolios averaging 90% of NAV. The through-line: liquidity demand kept rising while GP-led continuation vehicles scaled across private markets. In this episode: Top stories: 1. H1 2025 Global Secondary Market Review - Jefferies.com — Jefferies https://www.jefferies.com/wp-cont...

Partners Group secured $650 million for its fifth real estate secondaries strategy, targeting $1.5 billion across a closed-end fund, bespoke mandates and related vehicles as real estate LP liquidity remains tight. In this episode: Top stories: 1. Partners Group secures $650m for new real estate secondaries strategy | News | Real Assets — IPE staff 11 June 2026 https://realassets.ipe.com/news/partn...

BCI says single-asset continuation vehicles now make up 20% to 30% of its private-equity deal flow, up from 5% two years ago, as Westfield seeks secondary exposure and advisers expand GP-led real estate coverage. In this episode: Top stories: 1. Westfield Retirement Board launches secondary market RFP — Headlines Briefing https://headlinesbriefing.com/private-markets/pe-international/westfield-ret...