Private Equity 3 Days

Last updated: May 27, 2026, 2:30 PM ET

EV Charging Consolidation

EQT has moved to consolidate its electric‑vehicle charging footprint by taking majority control of a newly merged platform that pairs Voltera’s rapid‑charge stations with Revel’s rideshare‑fitted chargers. The deal places EQT at the helm while BlackRock‑backed Global Infrastructure Partners retains a minority stake, positioning the combined entity to capture the growing demand for fleet‑centric charging infrastructure across North America. The transaction is part of a broader trend of PE firms tightening their focus on the EV ecosystem, where recurring revenue streams and network effects offer attractive unit economics for long‑term investors. EQT-backed Voltera and Revel to merge

Sovereign Wealth Exit from Foundries

Abu Dhabi’s Mubadala Investment Company completed a $1.91bn block sale of 22 million shares in semiconductor manufacturer Global Foundries, marking the largest single‑day divestiture by a sovereign fund in the sector. The unregistered trade was executed through a private channel, allowing Mubadala to liquidate its stake without triggering a market‑wide price impact. The proceeds will likely be redeployed into higher‑growth areas such as AI hardware or renewable energy projects that align with the fund’s long‑term strategic shift away from traditional manufacturing. Mubadala offloads $1.91bn Global Foundries stake

Leadership Upswings in Mid‑Market Playbooks

EIV Capital announced the promotion of Jason Tracton to partner after a decade of senior management experience, underscoring the firm’s intent to deepen its expertise in resource‑heavy sectors. Tracton’s track record in scaling commodity‑focused operations dovetails with EIV’s portfolio strategy, which targets high‑margin, low‑leverage businesses in emerging markets. The promotion signals confidence in the current portfolio’s performance and a drive to accelerate growth in under‑penetrated geographies. EIV Capital promotes Jason Tracton to partner

Impact‑Focused LPs Tighten Due Diligence

At the PEI Group’s Impact Investor Global Summit, panelists highlighted that limited partners focused on social and environmental outcomes are increasingly demanding a “contractual care‑bundle” to safeguard mission integrity. These so‑called “impact CVs” require additional layers of oversight and reporting, ensuring that portfolio companies remain true to their stated impact mandates. The trend reflects a broader shift toward measurable ESG outcomes, as investors seek to align capital flows with climate and social goals. Impact-focused CVs require added layer of diligence – NPM Summit

High‑Street Retail Roll‑Up Continues Momentum

Modella Capital announced the acquisition of Flying Tiger Copenhagen a high‑street retailer known for its eclectic product mix, as part of its most ambitious UK‑centric roll‑up to date. The purchase adds a flagship store that serves as a launchpad for Modella’s international high‑street platform, enabling cross‑border product distribution and shared logistics networks. The move follows a series of smaller acquisitions that have helped the firm build a resilient retail ecosystem capable of weathering post‑pandemic consumer shifts. Modella Capital extends UK high‑street roll‑up with Flying Tiger Copenhagen swoop

Rising Debt‑Equity Hybrid for Growth‑Stage Startups

Fin Tech acceleration platform Capchase secured a $200 million financing package that blends $26 million in equity with a $174 million credit facility. The structure provides the company with immediate working‑capital flexibility while preserving ownership stakes for early investors. The funding will support Capchase’s expansion into European markets and the development of new product lines tailored to mid‑market Saa S firms, positioning it to capture a larger share of the recurring‑revenue valuation space. Exclusive: Capchase, The ‘Affirm for B2B,’ Secures $200M In Debt And Equity

Strategic Exit in Energy Services

CVC Capital Partners completed a €4bn sale of its 13.8% stake in Spanish energy group Naturgy, ending an eight‑year holding that had delivered steady dividend income and exposure to Iberian renewables. The divestiture aligns with CVC’s portfolio‑rebalancing agenda, freeing capital for higher‑yield opportunities in cybersecurity and digital health. The transaction also reflects broader market sentiment that renewable‑energy utilities are becoming less attractive to traditional buyout funds amid rising competition from pure‑play renewable developers. CVC exits Naturgy with €4bn sale of 13.8% stake

Data‑Center Expansion Under AI Surge

I Squared Capital unveiled a $1bn commitment to launch a U.S. data‑center platform dedicated to artificial‑intelligence inference workloads. The initiative targets colocation customers seeking low‑latency, high‑throughput infrastructure to run machine‑learning models at scale. By focusing on AI inference, the platform differentiates itself from general cloud providers, tapping into a niche that is projected to grow faster than traditional data‑center services. The move comes as PE firms increasingly look to niche tech sectors where high capital intensity and strong moat potential coexist. I Squared Capital commits $1bn to launch US AI inference data centre platform

Private‑Market Returns in a Volatile Landscape

CPP Investments reported net assets of C$793.3bn at the end of fiscal 2026, an increase of 11% from the previous year, with private equity accounting for 22% of the fund’s allocation. The growth was driven by robust performance in infrastructure and special‑situations funds, while softer returns in traditional buyouts moderated overall gains. The data illustrate the continued appeal of private‑market strategies even as macro‑economic uncertainty pressures liquidity and exit valuations. CPP Investments crosses C$793.3bn on 7.8% return, with private equity at 22% of fund

Impact‑Driven Capital Mobilisation

Dutch pension giant APG is collaborating with general partners to hit a €10bn target for impact‑focused private equity, a milestone that would cement its status as one of Europe’s largest responsible investors. The strategy involves deploying capital into companies that deliver measurable social and environmental benefits while maintaining competitive financial returns. APG’s broadened impact focus reflects a shift in institutional investment paradigms, where fiduciary duty increasingly incorporates sustainability metrics. How APG is working with GPs to hit €10bn impact PE target