Although the deal market remained challenging, the wave of consolidation that started in 2022 continued into 2024, including Blackrock’s acquisition of GIP, General Atlantic’s acquisition of Actis; and CVC’s acquisition of DIF. Looking ahead, ever-increasing need for capital to develop long-term sustainable infrastructure means the outlook for infrastructure deals is positive.
Thematic investments in energy transition, transportation
decarbonization
, and circular economy are set to continue, alongside greater focus on core+ and value-add hybrid infrastructure assets. In this report, we start at a macro level, dissecting the broader investment and fundraising trends, before moving to sector-level analyzis, where we address key frontier topics by sector.
