Nawfel Syed

ADIA → GLP: what you need to know about the Abu Dhabi goliath's backing of Asian logistics giant 💼 Abu Dhabi Investment Authority (ADIA) becomes a direct shareholder in GLP (up to US$1.5bn, US$500m now), shifting from LP to the cap table. 🧩 Focus: scaling data centres, modern logistics, and renewables across APAC, Europe, and the Americas. 📊 Operator depth: GLP manages US$80bn via GLP Capital Partners; DC revenues rose 43% YoY to US$193m. 🔌 Power & permits matter: recent CNY2.5bn (US$350m) from Zhejiang provincial entities to expand China data center capacity. 🧹 Cleaner perimeter: sale of GCP International to Ares Management Corporation for US$3.7bn (closed Mar ’25) simplified the platform ahead of possible HK listing. 🧭 ADIA’s strategy: building “new-economy” real assets - towers, data centers, logistics, and on-site renewables - where patient capital compounds. 🤝 Sovereign/public co-investor bench: CPP Investments | Investissements RPC, GIC, China Investment Corporation, KOREA NATIONAL PENSION SERVICE, Korea Investment Corporation, QuadReal Property Group/BCI, etc - a long-standing sovereign LP ecosystem. ⚖️ Risks to track: power bottlenecks, permitting/regulatory timelines (esp. China/Japan), and listing-window valuations. 🔄 Why it matters: scarcity is shifting from capital to power and execution - favouring scaled developer-operators with sovereign partners. 👉 Read the full analysis for the details, context, and what to watch next: https://lnkd.in/dJUsrbuN #ADIA #GLP #SovereignWealth #SWF #AssetManagement #RealAssets #PrivateMarkets #DigitalInfrastructure #DataCenters #Logistics #APAC #Brazil #China #Japan #IPO

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Abu Dhabi Investment Authority (ADIA) ramps up secondaries strategy with substantial private equity investments. The fund has increased its focus on acquiring limited partner portfolios alongside general partners, targeting attractively priced opportunities in a market grappling with weak exits and slower fundraising. Despite the shift in focus, ADIA has maintained its private equity allocation at 12–17% of its overall portfolio. Alongside its secondary push, ADIA is expanding in private credit. Recent commitments include AGL Private Credit in the US upper middle market, Pemberton Asset Management’s NAV Strategic Financing strategy, and Polus Capital Management’s Special Situations strategy. Discover why ADIA is keeping allocations steady while shifting strategy: https://lnkd.in/dfMgR6Cx #PEInsights #privateequity #secondaries #allocations

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NBB has launched a suite of structured products designed to address the varied #investment needs of Bahrain’s High-Net-Worth Individuals, corporate clients, and family offices. Available to accredited investors under the Central Bank of Bahrain’s (CBB) regulatory framework, these #opportunities offer flexible investment tenures, varied levels of capital protection, and exposure to a wide range of #assets, including equities, commodities, foreign exchange and #Bitcoin linked investments. The products are tailored to support diverse investment strategies and risk preferences, reflecting NBB’s ongoing commitment to offering personalised wealth management #solutions that strengthen Bahrain’s capital markets.

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#DIFC and Partners for Growth (PFG) have announced a strategic growth debt partnership to scale Dubai’s next generation of technology companies. The collaboration brings together DIFC’s vision to drive the future of finance with PFG’s global expertise in private credit investing, unlocking new funding pathways for high-growth technology companies across Dubai and the GCC. Aligned with the D33 Economic Agenda and DIFC’s 2030 Strategy, the partnership will provide structured growth debt to innovation-driven businesses in sectors such as FinTech, HealthTech, InsurTech, PropTech, SME Digital Finance, and SpaceTech. This milestone reinforces Dubai’s position as a global hub for innovation, entrepreneurship and capital. Read more: https://lnkd.in/dqEd5D8N

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#AbuDhabi-based investment firm Lunate is acquiring a minority stake in UK hedge fund Brevan Howard, while also launching a $2 billion hedge fund platform at the Abu Dhabi Global Market (ADGM). The partnership, described by Lunate managing partner Khalifa Al Suwaidi as a “milestone expansion into hedge funds,” aims to attract additional capital from both local and global investors. Part of a business empire overseen by His Highness Sheikh Tahnoun bin Zayed Al Nahyan, Lunate manages $110 billion across private equity, venture capital, and private credit strategies. Brevan Howard, which oversees $34 billion worldwide, has rapidly expanded its presence in Abu Dhabi since opening its ADGM office in 2023—now its largest hub by assets under management. This deal further underscores Abu Dhabi’s growing influence as a global financial center. Newsletter: https://aug.us/4jqModr WhatsApp: https://aug.us/40FdYLU Instagram: https://aug.us/4ihltzQ Tiktok: https://aug.us/4lnV0D8 Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY  

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At Money20/20 Middle East in Riyadh, we joined a timely conversation on the foundations of lasting investor–founder partnerships. Alongside Bilal Abou-Diab, CFA, Vault's Co-founder (and an Outliers Venture Capital founder), and Ravishankar GV, Vault’s latest backer, the panel discussed why enduring partnerships in venture are rarely born in urgency. They’re seeded with conviction, tested by time, and held together by transparency. In a region where ecosystems are maturing rapidly, being intentional about who you bring on board is as critical as the capital itself. And in venture, capital undeniably enables growth, but the right alignment surely determines outcomes.

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Here Is Why $100M+ Deals Are Dominating MENA PE 💭 In H1 2025, large deals ($100M+) made up 72% of private equity transaction volume in MENA, up from only 23% the previous year. There are more interesting trends in the region's PE: 🇦🇪 🇸🇦 Saudi Arabia and the UAE collectively accounted for 86% of deals in the region, a sign of their leading dealmaking 🌍 International investors are also playing a strong role, with most deals involving a mixture of local and international backers 🌱 More than half of disclosed funding went towards energy and climate focused deals, as sustainability takes centre stage in MENA PE Are you interested in how PE has evolved in MENA over the years, specifically in the Gulf? We have just the insights you need from Muhannad Qubbaj, founding partner at Olive Rock Partners. In this Q&A, he touches on the trend towards larger transactions, why leveraged buyouts have gone mute, what lies ahead for PE in H2 2025 and beyond, and much more! Read the article here 👉 https://lnkd.in/ddE3WpjD #PrivateEquity #OlivePartners #MAGNiTT #MENA #H12025

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Jefferies is pleased to have served as Joint Global Coordinator on the $100m secondary follow-on offering in Presight AI on behalf of G42. Presight is a $5 billion market cap company listed in Abu Dhabi and is the region’s leading big data analytics company powered by artificial intelligence. The deal marks the first ever accelerated bookbuild in the UAE for a company that listed via a direct listing. It was also the only ABB on the ADX in the last c.5 years outside of ADNOC entities and banks.

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The UAE: from vision to infrastructure 🇦🇪 The UAE’s digital asset success has been years in the making – from ADGM’s regulatory framework to VARA launching as the first authority dedicated solely to virtual assets, they have taken deliberate steps to build for institutions. As regulation, infrastructure and institutional momentum come together, we speak to Dominic Longman, Head of Global Markets, and Anoosh Arevshatian, Chief Product Officer, about why the UAE is such an exciting market and what the future looks like for digital assets in the region. Industry Insights, UAE edition 🎬

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