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The smartest thing most agencies do isn’t marketing.
News
News (w/e 3/6/26)
Deals
Deals (w/e 3/3/26)
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The investor update is now a literary genre.
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Culture has become the safest thing to blame.
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The safest asset class in the room just started checking the exits.
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A lot of firms sell an operating model. They bought a Trello board.
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Standardisation is what people demand when they don’t trust management.
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Private equity “returning to its roots” is a polite way of saying the party ended and someone finally turned the lights on.
News
News (w/e 2/27/26)
GIP and EQT Close In on $40 Billion AES Take-Private BlackRock’s Global Infrastructure Partners and EQT are in advanced talks to take AES Corp. private in a deal worth roughly $40 billion including debt, which would make it one of the largest infrastructure buyouts ever. The driver is
Deals
Deals (w/e 2/27/26)
BlackRock GIP and EQT Target Clean Energy Assets from AES BlackRock’s Global Infrastructure Partners and EQT are circling clean energy assets tied to AES at a moment when renewable valuations have reset hard. After the 2025 drop off, private equity is not retreating. It is re underwriting. The math