Morning all, Irien Joseph here with the Europe edition of the Wire from the London newsroom.
We kick things off today with a spotlight on the skincare sector, where we’ve pulled together a list of six deals since the start of 2025.
Next, we hear from Principal Asset Management’s Seb Dooley on why AI remains a nascent part of data center demand and explains why his firm favors cloud-oriented sites.
We’ll wrap things up with a tech add-on deal: Omni Partners-backedInfoshare has acquired an energy analytics software provider to UK housing providers. We also have insights from Omni's Elissa von Broembsen-Kluever.I will also round up other tech add-on deals PE Hub reported this week across the US and Europe.
Chasing the glow
From moisturizers to serums, skincare is a subsector that keeps drawing in private equity investment, PE Hub’s Sophie Rose writes.
This is not the first time that the skincare industry has grabbed PE Hub’s attention. In December, PE Hub covered three trends boosting dealmaking in the sector.
Subscribe to the premium version of the Wire to find out how PE is leaning into beauty’s evolving trends and which brands are drawing capital.
AI inference
AI may be accelerating demand for cloud infrastructure, but Principal Asset Management still prefers cloud-oriented sites, Seb Dooley, senior fund manager, told PE Hub.
Find out why investors still see more stable returns in cloud infrastructure even amid AI surge in the premium version of the Wire.
Stay tuned for an in-depth feature on Europe’s digital infrastructure sector, diving into topics like digital sovereignty and the AI landscape.
With just a month until parts of the EU AI Act takes effect and European CEOs calling for a two-year pause, I’d love to hear what investors think. Drop me your thoughts at [email protected]
Check out this story to find out more about the EU’s AI Act and how it affects dealmaking.
Building on tech
Let’s close with a tech add-on. Omni Partners-backed Infoshare (styled Infoshare+) has acquired Sava Technology, a Milton Keynes-based energy analytics software provider to over 220 social housing providers across the UK.
Read the premium version of the Wire to find out how Omni is stacking up data and software tools to help UK’s public sector.
Here’s a look at the other tech add-ons we covered this week across the US and Europe:
That’s all from me for now. Please note that there’s no US Wire today due to Independence Day. Nina Lindholm will be back with the Europe edition on Monday.
Warmly,
Irien
Read the full Wire commentary on PE Hub ...