EQT Group’s Post

Are you up to date with the latest deals emerging in the projects, financing and M&A space? In our latest edition of The Dispatch we unpack these deals - in particular a transformational A$3.5bn series of financing agreements to drive net-zero ambitions. We also spotlight noteworthy deals in capital markets and private capital. Read the full edition here. https://ow.ly/oxsW50Rrvsi

In a strategic move, Blackstone enters a $3.5 billion joint venture with EQT Corporation, stepping into the world of natural gas and energy infrastructure. Here are the key insights: - Blackstone acquires a non-controlling stake in EQT’s midstream energy assets, including significant pipelines. Think of these pipelines as highways moving energy efficiently. - Funding comes via Blackstone's credit arm, highlighting the growing trend of alternative financing over traditional banks. - For EQT, this deal brings financial relief, reducing net debt from $13.7 billion to $9 billion. It's akin to shedding weight to boost agility. - The focus is on energy infrastructure to support AI and data center power demands, underscoring natural gas's upcoming role. - Blackstone is broadening its third-party credit services, using this partnership as a springboard for future ventures. Key Takeaway: Innovative financing methods are reshaping traditional energy sectors. How do you see alternative financing impacting industry transformation in other sectors? Share your thoughts and join the discussion.

The energy transition impacts businesses by requiring them to adopt renewable energy sources, enhance energy efficiency, and innovate to stay competitive. It also involves addressing challenges like grid reliability, managing costs, and ensuring a just transition for employees and communities.

Secondaries provide numerous benefits for investors looking to enter or expand their allocation to the infrastructure asset class, providing a natural complement to direct investments. In this video, Marc Meier, Co-Head of Infrastructure Partnership Investments, talks us through the key advantages including diversification, efficient deployment into mature portfolios, a faster route to realizations, and early potential valuation uplift.   Read our research paper for more on infrastructure secondaries: https://lnkd.in/e5P34FHC

Next week, we're heading to Berlin 🇩🇪 for the Infrastructure Investor Global Summit 2024. A 5-strong Marguerite representation will be on site between 18 and 21 March. If you'd like to meet with Nicolas M., Michael Dedieu, David Harrison, Pilar Gomez, and Guillaume Rivron contact them via PM or leave a comment. 🌿 We look forward to networking with fellow industry experts and discussing the future of infrastructure investing. #infrastructure #ESGinvestments #InfrastructureInvestor

“The infrastructure asset class is an interesting one to watch as the companies we invest in have evolved significantly over the last 15 years,” says Peter Meany, Head of Global Listed Infrastructure at First Sentier Investors. Watch now as he highlights the drivers of this evolution. Learn more: https://lnkd.in/erQBAxdq

Over half a dozen infrastructure investors are said to be considering bids due next month for Partners Group’s Greenlink, an asset with core and core plus characteristics expected to fetch an equity value of up to GBP 500m. KKR Infrastructure, APG, and Swiss Life are said by sources familiar to be likely front-runners at this stage for the asset, which is due to become operational soon at a cost of some GBP 500m to build. More here: https://lnkd.in/dNzaHK-h

Mounir Corm, Deputy-CEO of Vauban Infrastructure Partners, recently participated in a keynote panel discussing how infrastructure can provide value in today’s global market uncertainty. He highlighted key trends such as digitalization and decarbonization, which are reshaping investment strategies and driving portfolio diversification as investors look for value across the entire infrastructure spectrum.   "Infrastructure assets are playing pivotal roles in today’s environment. The sector's resilience, attractive pricing, and strong positioning make it a compelling opportunity for investors."   With around $10 billion in assets under management, Vauban Infrastructure Partners continues to focus on opportunities aligned with these trends, helping investors navigate the current market and capitalize on long-term growth.

How are infrastructure investors navigating market uncertainty caused by geopolitical tensions and regulatory risk? DC Advisory’s Managing Director Neale Marvin will be participating in the upcoming ‘Generating value amidst uncertainty’ panel at the Infralogic Investors Forum Europe 2024.   The panel discussion will include how fundraising is expected to evolve in 2025 and the M&A market in Infrastructure and Energy sectors.   More details on our team here > https://bit.ly/3hSG3gq   Panel participants: Sikander Rashid BROOKFIELD INFRASTRUCTURE GROUP, Alastair Hall OMERS Infrastructure, Serkan Bahçeci Arjun Infrastructure Partners, Talya Misiri, Infralogic.   #DCAdvisory #Infralogic #Infrastructure #Energy #Investors #InterestRates #Fundraising

Good discussion on the definition of Infrastracture, changing needs with technology advancements and risk return parameters for infrastructure allocations.