SoftBank buying DigitalBridge
Thoughts on the deal?
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It makes sense, and a smart move given SoftBank's ecosystem. Also, remember BlackRock paid $12.5B for Global Infrastructure Partners who had ~$150B AUM. SoftBank is paying $4B for DigitalBridge who has $108B AUM. Not necessarily apples-to-apples, but still.
When thinking about other potential suitors, Blackstone, BlackRock, Brookfield, EQT or KKR, all of these have their own infrastructure/digital infrastructure arms so didn't make sense. Ares, Carlyle Sixth Street or TPG should've pursued this tbh.
Carlyle tried to do infra and it was a disaster from what I heard. TPG has Rise which is akin to infra, however, they recently recruited Scott from GSAM to launch a pure infra platform. I am actually surprised that nothing has been announced given Scott started 18 months ago.
For the other names, Ares/Sixth Street have both a very good credit/hybrid platform so don't really see them buying/building a pure infra equity franchise.
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