Private Equity 8 Hours

Last updated: May 28, 2026, 2:30 PM ET

Health‑Sector Consolidation

Sold Estia Health to Stonepeak as Bain Capital moves to exit its aged‑care platform, completing a deal valued at roughly €1.2bn and signaling renewed appetite for specialty‑care assets in Australia. At the same time, acquired Heritage Imaging to broaden its medical‑technology portfolio, with the founder‑CEO remaining in place to steer product development in ophthalmic imaging. Meanwhile, bought Altruix from WindRose gave Frazier a foothold in behavioral‑health pharmacy distribution, adding a company that serves over 500,000 patients with severe mental illness and generating $85m of annual revenue. The trio of transactions underscores private equity’s focus on fragmented health niches where scale‑up can unlock higher margins and predictable cash flows.

Media, Data and Infrastructure Deals

Snapped up Comscore Movies in a carve‑out that transfers ownership of a leading box‑office analytics platform to Advaya Capital, positioning the firm to monetize streaming‑era audience measurement. Shortly thereafter, announced acquisition of ArcLight Capital for $1.05bn, linking Digital Bridge’s data‑center portfolio with Arc Light’s renewable‑energy‑focused infrastructure assets and creating a combined platform capable of financing large‑scale green power projects. These moves reflect a broader trend of PE firms bundling data and infrastructure assets to meet rising demand for real‑time analytics and sustainable energy capacity.

Fundraising Momentum and Secondary Market Dynamics

Secured $2.5bn at first close of Actis’s $6bn flagship energy fund, bringing total commitments to 42% of target and highlighting strong investor confidence in climate‑aligned infrastructure despite a cautious capital‑raising environment. Complementing this, partnered with Pantheon to raise €1bn for Oaktree’s European direct‑lending platform, expanding credit capacity for mid‑market companies and signaling continued growth in private debt. A recent ranking of placement agents showed external fundraisers driving most of the lower‑mid‑market fundraising, reinforcing the importance of specialist advisers as managers seek to differentiate themselves in a crowded market.

Strategic Partnerships and Operational Enhancements

Struck Google Cloud partnership to embed AI tools across more than 300 portfolio companies, giving EQT’s owners accelerated access to generative‑AI applications that can cut costs and boost productivity. In a parallel move, acquired a minority stake in Apex Service Partners to support the residential HVAC vendor’s expansion into smart‑home services, with existing investor Alpine Investors also increasing its commitment. Operationally, appointed Jeff Haight as operating partner to lead value‑creation initiatives across Transom’s holdings, while named Guillaume Arnaud head of France to strengthen Tikehau Capital’s European fundraising pipeline. These appointments illustrate a continued emphasis on hands‑on expertise to extract performance gains from portfolio companies.