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北京时间·🕒 发布 05:40:39时区推断·⟳ 抓取 05:45:26·⚡ 决策 07-23 05:52:07 +6m41s·96.5 天前
Brookfield拟以约70亿美元企业价值收购Aypa Power
Brookfield Asset Management拟收购Aypa Power，标的拥有约6.5GW运营、在建及已签约储能资产和超过20GW开发管线。
📄 原文Investing.com↗ 原文
Brookfield to acquire Aypa Power for $7 billion from Blackstone
Google nearly doubles AI infrastructure spending as Q2 tops estimates NEW YORK - Brookfield Asset Management (NYSE:BAM,…
不做 Brookfield Asset Management（BAM.US）
大型资管平台收购储能资产属于战略扩张，未披露上市实体直接经济权益和短期利润增量，相对市值/平台规模不构成可交易edge。
不做 Brookfield Renewable Partners（BEP.US）
仅为机构伙伴参与口径，无法确认BEP.US承担份额和业绩增量；方向不够清晰，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- Brookfield宣布拟以约70亿美元企业价值收购Aypa Power，交易仍需常规监管批准。
关键理由
- Brookfield Asset Management拟收购Aypa Power，标的拥有约6.5GW运营、在建及已签约储能资产和超过20GW开发管线。
主要风险
- 交易由Brookfield全球能源转型策略及机构伙伴执行，70亿美元企业价值相对Brookfield平台资产规模难以构成主标的短线市值级增量。
原文全文
展开原文 · 2,005 字
Google nearly doubles AI infrastructure spending as Q2 tops estimates
NEW YORK - Brookfield Asset Management (NYSE:BAM, TSX: BAM) announced today it has agreed to acquire Aypa Power from funds managed by Blackstone Energy Transition Partners for approximately $7 billion enterprise value at closing, or $3 billion equity value, according to a press release statement.
Aypa operates approximately 6.5 GW of operating, under-construction and contracted battery storage capacity in the United States and Canada, with a development pipeline exceeding 20 GW. The company employs approximately 200 people.
Under the agreement, Brookfield will acquire Aypa’s operating, under-construction and contracted project portfolio, along with its development platform and team. The investment is being pursued through Brookfield’s second vintage global transition strategy, alongside institutional partners including Brookfield Renewable Partners (TSX:BEP.UN, BEPC; NYSE:BEP, BEPC).
Aypa’s operating and under-construction portfolio is 95% contracted under long-term agreements with investment-grade customers for an average remaining contract life of 17 years. The company’s assets are located in transmission and capacity-constrained regions across North America.
"We are excited to partner with Aypa to deliver on the company’s scale growth pipeline," said Jehangir Vevaina, Chief Investment Officer in Brookfield’s Energy group.
Moe Hajabed, Founder and Chief Executive Officer of Aypa Power, said the company grew into what he described as the largest storage-focused independent power producer in North America over the past six years with Blackstone’s partnership.
The transaction is subject to customary regulatory approvals. Cantor Fitzgerald & Co. and BofA served as financial advisors to Aypa and Blackstone, with Kirkland & Ellis as legal counsel. White & Case acted as legal advisor to Brookfield.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
NEW YORK - Brookfield Asset Management (NYSE:BAM, TSX: BAM) announced today it has agreed to acquire Aypa Power from funds managed by Blackstone Energy Transition Partners for approximately $7 billion enterprise value at closing, or $3 billion equity value, according to a press release statement.
Aypa operates approximately 6.5 GW of operating, under-construction and contracted battery storage capacity in the United States and Canada, with a development pipeline exceeding 20 GW. The company employs approximately 200 people.
Under the agreement, Brookfield will acquire Aypa’s operating, under-construction and contracted project portfolio, along with its development platform and team. The investment is being pursued through Brookfield’s second vintage global transition strategy, alongside institutional partners including Brookfield Renewable Partners (TSX:BEP.UN, BEPC; NYSE:BEP, BEPC).
Aypa’s operating and under-construction portfolio is 95% contracted under long-term agreements with investment-grade customers for an average remaining contract life of 17 years. The company’s assets are located in transmission and capacity-constrained regions across North America.
"We are excited to partner with Aypa to deliver on the company’s scale growth pipeline," said Jehangir Vevaina, Chief Investment Officer in Brookfield’s Energy group.
Moe Hajabed, Founder and Chief Executive Officer of Aypa Power, said the company grew into what he described as the largest storage-focused independent power producer in North America over the past six years with Blackstone’s partnership.
The transaction is subject to customary regulatory approvals. Cantor Fitzgerald & Co. and BofA served as financial advisors to Aypa and Blackstone, with Kirkland & Ellis as legal counsel. White & Case acted as legal advisor to Brookfield.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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