Sector Investment 3d Briefing

Last updated: August 21, 2026, 11:47 PM ET

Healthcare & Life Sciences Private Equity

SkyKnight Capital thehealthcareinvestor.com has agreed to invest in Apex Infusion, adding to a busy quarter for healthcare services deals. In a larger move, a Warburg Pincus thehealthcareinvestor.com-led investor group agreed to acquire PANTHERx Rare, a deal valued near $7B that underscores the continued appetite for specialty pharmacy platforms.

Infrastructure & Digital Assets

NPS’s infrastructure AUM infrastructureinvestor.com grew 13.4% in 2024, a notable slowdown from 24.2% a year earlier, as allocators weigh valuations and deployment. Nvidia infrastructureinvestor.com and partners pledged $500B to back compute as an investable asset class, a move supporters say will embed infrastructure characteristics into AI capex. The broader thesis captures attention as energy and digital platforms infrastructureinvestor.com feed off each other, a “virtuous circle” laid out in a paper exploring how such buildout to that scale could accelerate. Meanwhile, CIP closed its second growth‑markets fund at $7B, with support from incumbents despite geopolitical headwinds.