Aranca：2026年 Q1海湾合作委员会（GCC）私募股权市场研究报告：巨型交易重塑投资格局（英文版）（17页）.pdf

1、GCC Private Equity:Mega-Deals Reshape the Investment Landscape in Q1 2026Special ReportMay 2026Special Report|GCC Private Equity:Mega-Deals Reshape the Investment Landscape in Q1 2026|Public|May 20261GCC PE capital surged 2x QoQ in Q1 2026,driven by mega-deals in AI infrastructure and energy transit

2、ion,with North America absorbing 96%of outbound flowsExecutive SummaryCapital Deployed by Sector($Bn)7134164OthersFinancial ServicesRetailUtilitiesInformationTechnologyLargest Transaction Q1 2026TargetAES Corporation(Electric Utilities)Deal Value$40.6 Bn Buyout/LBOInvestorsQatar Investment Authority

3、,EQT,Global Infra PartnersLocationUnited States#2 Aligned Data Centers$40 Bn KIA,MGX Data center buyout(US)Key HighlightsMega-deal Dominance Top 2 deals=70%+of total Q1 capital deployedAI Infra Theme Data centers&AI infrastructure absorbed bulk of IT spend($64 Bn)Fewer,Larger Bets Deal count remaine

4、d same QoQ;avg size surged 2x to$6.8 BnSWF-Led Strategy QIA,MGX,KIA led marquee consortiums;UAE investors dominateCapital Deployed by Target GeographyNorth America$110.8 Bn96%Investor Domicile:UAE(MGX,Mubadala,ADIA,ADQ)led activity,followed by QIA(Qatar)and KIA(Kuwait)Total Capital Deployed$115.3 Bn

5、+95%QoQNumber of Deals17Flat QoQEurope$3.2 Bn3%MEA$0.7 Bn1%Asia-Pacific$0.6 Bn1%Average Deal Size$6.8 Bn+95%QoQSpecial Report|GCC Private Equity:Mega-Deals Reshape the Investment Landscape in Q1 2026|Public|May 20262PE investments by GCC firms moderated in Q1 2026 from 2025 peaks but remained suppor

6、ted by SWF-backed liquidity and sustained focus on strategic global investmentsFigures in UnitsNumber of DealsSources:Pitchbook,Aranca Analysis68615959GCC-based PE firms completed 17 deals in Q1 2026,moderating from the Q3 2025 peak,as global PE markets shifted toward fewer,larger,and more selective