AI Infra / Energy Banks and Funds in EMEA

Based on the most helpful WSO content, here are some insights into banks and funds with a focus on infrastructure (including AI Infra) and energy in the EMEA region:

Funds:

1. Brookfield: As you mentioned, Brookfield has raised a dedicated AI Infrastructure fund. They are a significant player in the infrastructure and energy space globally.
2. Macquarie Infrastructure and Real Assets (MIRA): Known as one of the largest infra PE firms globally, Macquarie raises regional funds, including those focused on Europe. Their flagship funds, like MEIF5, have substantial capital for infrastructure investments.
3. GIP (Global Infrastructure Partners): A top-tier fund with a disciplined mandate focusing on transport, energy, and water infrastructure. They are highly regarded for their size and returns.
4. Stonepeak: Positioned between Blackstone Infra and GIP, they are active in energy and infrastructure investments.
5. Canadian Pension Funds (e.g., CPPIB, OTPP, Borealis): These funds are mature and often invest directly in infrastructure, including energy and potentially AI-related projects.

Banks:

1. Citi and UBS: Both have infrastructure-focused teams, though their funds are not as large as some of the major players.
2. Morgan Stanley Infrastructure Partners (MSIP): Active in the infrastructure space, including energy-related investments.
3. Goldman Sachs: Historically involved in infrastructure and energy investments, though their current focus may vary.

Additional Notes:

• Energy-Focused Infra Funds: Many energy-focused infrastructure funds invest in assets related to power, oil & gas, and associated infrastructure. These funds often have teams divided by sector expertise (e.g., power vs. oil & gas).
• Regional Dynamics: Europe tends to have a more conservative view on risk, with high valuations and lower IRRs compared to other regions.

If you're looking for more specific datapoints or additional names, feel free to ask!

Sources: Overview of Infrastructure Private Equity, https://www.wallstreetoasis.com/forum/investment-banking/ib-pu-vs-infra-project-finance-teams-for-infra-pe-recruiting?customgpt=1, Overview of Infrastructure Private Equity, Infrastructure Players