Sector Investment 8 Hours

Last updated: July 3, 2026, 2:30 PM ET

Infrastructure Funds & Deal Flow

Conifer Infrastructure has closed its debut fund at the $900 million hard-cap, targeting a 25% net internal rate of return. The fund has already committed approximately $190 million across hydroelectric, biogas, and helium platforms. Meanwhile, Seraya Partners is halfway to its $1.5 billion target for its sophomore infrastructure fund, Seraya Partners Fund II, with a final close anticipated by the end of 2026. In a notable development, infrastructure funds are positioning themselves around Uniper's strategic shifts, signaling a potential "phoenix moment" for the energy firm Infra funds herald Uniper’s. The European Bank for Reconstruction and Development (EBRD) is also exploring infrastructure as a primary avenue for nature-based finance EBRD eyes infrastructure.

Real Estate Investment Strategies

Aware Super, the Australian superannuation fund, has made its first commitment to student housing, pledging €426 million to a venture that also marks its initial exposure to German real estate. In North America, Urban Partners has appointed former Niam executive Jennifer Andersson as its new North American investor relations lead, aiming to expand the Northern Europe-focused manager's capital relationships in the U.S. and Canada. Separately, AllianzGI is increasingly focusing on the infrastructure secondaries market, suggesting a growing appetite for acquiring existing fund stakes rather than direct investments.

Healthcare M&A Activity

Arlington Capital Partners has agreed to sell its portfolio company Riverpoint Medical to Novanta. The transaction marks a significant exit for the private equity firm from the medical device sector, with Novanta acquiring the specialized manufacturer.