Sector Investment 3 Days

Last updated: July 25, 2026, 11:30 PM ET

Infrastructure Fundraising Surges Amid Sector Challenges

Partners Group has successfully closed its inaugural infrastructure secondaries fundraising, securing a substantial $5.5 billion. This capital includes $1.7 billion for a dedicated fund, significantly surpassing its initial $750 million target, alongside $3.8 billion raised through bespoke mandates. Meanwhile, the broader hydrogen sector, grappling with unmet market expectations and a difficult path to becoming a viable investable asset class.

Provider Services M&A Shows Signs of Life

The provider services M&A market, while still operating at roughly 50% of its peak deal volume. J. Kyle Brown of BGL acknowledges that volumes remain below historical averages but points to a tangible build-up of activity and interest within the sector.