Daily Deal Sheet | Aug 28, 2025

Written By Allison Sabaroche

Why it matters

Sompo’s $3.5B take-private of Aspen Insurance headlines a day defined by energy-transition infrastructure and software scale-ups: Equitix backs UK battery player Eelpower (£500M), while AlphaSense and Attio extend the SaaS funding run-rate. Buyout flow was adviser-rich in healthcare and software (Diploma/Electramed; GTCR/Innovative Systems), with a notable Schneider Electric carve-out into smart-building services.

📝 Deal & Investment Highlights

  • Sompo → Aspen Insurance Group — $3,500,000,000 majority buyout (Insurance)
    • Sell-side IB: Goldman Sachs, Insurance Advisory Partners; Sell-side Legal: Sidley Austin LLP
    • Buy-side IB: Morgan Stanley; Buy-side Legal: Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates — Todd Freed, David Schwartz

  • Equitix → Eelpower Energy — £500,000,000 minority investment (Energy Storage)
    • Investor team: Hugh Crossley

  • Viking Global Investors, Goldman Sachs → AlphaSense — $180,000,000 Series C (SaaS)

  • KKR → HealthCare Royalty Partners (HCRx) — majority buyout (Asset Management)
    • Investor team: Ali Satvat

  • GTCR LLC → Innovative Systems, Inc. — majority buyout (Technology)
    • Sell-side IB: Lincoln International — Matt Kessler, Patrick Eble, Daniel Cohen, David Malkin (+ team); Sell-side Legal: Goodwin
    • Buy-side IB: Shea & Company, Stifel Financial Corp.; Buy-side Legal: Kirkland & Ellis

  • Diploma PLC → Electramed Limited — majority buyout (Medical Devices)
    • Sell-side IB: Corporate Finance Associates Corporate Advisory — Brian Murphy; Sell-side Legal: Galvin Donnegan LLP — David Donegan, Donnchadha Murphy
    • Buy-side IB: 8Advisory — Brett Valliant, Keval Thanki, Christine Quigley; Buy-side Legal: Simmons & Simmons

  • Carlyle → intelliflo (from Invesco) — majority buyout (FinTech)
    • Buy-side Legal: Hogan Lovells International LLP — Michael Szlamkowicz, Andrew Poole

  • Verso Capital → Building Management Systems & Fire & Securities service business (carve-out) — divestiture (Industrial Services)
    • Sell-side IB: KPMG France

↪️ Plus 27 more transactions captured in today’s ledger in the full database.

👤 Notable People Moves

  • Juliana Medina — Managing Director, Head of Consumer, Retail & Agribusiness LatAm IB | Citi

  • Lulu Sinkala — Investment Manager | Investec

  • Takumi Otsuki — Investment Banking Associate | Houlihan Lokey

  • Caitlin Walker — Promotion to Investment Banking Associate | Aeris Partners

  • Dave Hardy — Vice President | Spectrum Reach (ex-ShowSeeker Founder)

  • Michael McBride — Board Member | Attio

🔍 Sector Snapshots

Energy & Infrastructure

  • Equitix → Eelpower Energy — £500,000,000 minority investment (Energy Storage)

  • Verso Capital → Building Management Systems & Fire & Securities service business (carve-out) — n/d (Industrial Services; smart-buildings) — Sell-side IB: KPMG France

  • Nordic Alpha Partners → MicroShade assets & patents — n/d (Machinery; energy-efficient shading) — Sell-side Legal: Moalem Weitemeyer — Jakob Skafte-Pedersen, Thomas Enevoldsen, Fie Seibæk

  • Nordic Alpha Partners → Solar shading technology business of MicroShade A/S — n/d (Machinery; divestiture)

TMT & Software

  • Viking Global Investors, Goldman Sachs → AlphaSense — $180,000,000 Series C (SaaS)

  • GV (Google Ventures) → Attio — €44,000,000 Series B (SaaS)

  • Vector Capital Management → Showpad — n/d majority buyout (SaaS) — Sell-side IB: TD Securities; Sell-side Legal: Cleary Gottlieb; Buy-side Legal: Sidley Austin LLP

  • CIBC Innovation → Bench IQ — n/d debt financing (SaaS)

  • Battery Ventures, Inovia Capital → Bench IQ — $5,300,000 Seed (SaaS)

  • GTCR LLC → Innovative Systems, Inc. — n/d majority buyout — Sell-side IB: Lincoln International — Matt Kessler, Patrick Eble, Daniel Cohen, David Malkin

Healthcare

  • Diploma PLC → Electramed Limited — n/d majority buyout (Medical Devices) — Sell-side IB: CFA Corporate Advisory — Brian Murphy; Sell-side Legal: Galvin Donnegan LLP — David Donegan, Donnchadha Murphy

  • Visma → HealthConnected (NL) — n/d majority buyout (HealthTech) — Sell-side IB: Sol Advisory — Gosse de Jong

  • Mutuelles du Soleil → Santéclair — n/d minority investment (Healthcare Services)

  • Unigestion → Ortivity — n/d minority investment — Sell-side IB: Houlihan Lokey; Sell-side Legal: Renzenbrink & Partner

Industrials & Business Services

  • Investindustrial → Kiremko B.V., Idaho Steel, REYCO Systems — n/d majority buyout (Machinery; NL/US)

  • Phenna Group → ISGroup — n/d acquisition (Industrial Services) — Sell-side Legal: Squire Patton Boggs; Buy-side IB: RSM; Buy-side Legal: Thomson Geer

  • Halma plc → Brownline — n/d majority buyout (Machinery) — Sell-side IB: Lincoln International — Sibert Meulenbelt

  • Amplex AB → APP Lifting — n/d majority buyout (Machinery) — Buy-side Legal: Clarion Solicitors — Susie Siddall, Hitesh Tailor

  • Premier Tech → RMS Waste Disposal Limited — n/d majority buyout (Industrial Services)

  • Data Direct → Kinsetsu — n/d majority buyout (Industrial Services; distressed)

Financial Services & FinTech

  • KKR → HealthCare Royalty Partners (HCRx) — n/d majority buyout (Asset Management) — Investor: Ali Satvat

  • Sompo → Aspen Insurance Group — $3,500,000,000 majority buyout (Insurance) — Sell-side IB: Goldman Sachs, Insurance Advisory Partners; Buy-side IB: Morgan Stanley; Buy-side Legal: Skadden — Todd Freed, David Schwartz

  • Carlyle → intelliflo (from Invesco) — n/d majority buyout (FinTech) — Buy-side Legal: Hogan Lovells — Michael Szlamkowicz, Andrew Poole

  • Innovation Works → TRAiNED — n/d minority investment (FinTech)

Want the full ledger and named-advisor layers? Follow us on LinkedIn and request early access to the database. Today’s full ledger includes 93+ items (deals, raises & people moves).

Allison Sabaroche
Previous

Daily Deal Sheet | Aug 29, 2025
Next

Daily Deal Sheet | Aug 27, 2025