Digital Infrastructure M&A Leaders: Unlocking Value Across Digital Infrastructure in a Transforming APAC

Agenda

10:20 - 11:00

Digital Infrastructure M&A Leaders: Unlocking Value Across Digital Infrastructure in a Transforming APAC

Moderator

Niranjan Arasaratnam, Partner, Linklaters

 

Speakers

Udhay Mathialagan, Managing Director, Infrastructure and CEO of Global Data Centres, Brookfield Asset Management

Andrew Thomas, Senior Managing Director, Stonepeak

 

M&A leaders explore the 2025 M&A and investment outlook across APAC’s digital infrastructure, focusing on major trends shaping deal flow, promising regions, and key subsectors. Discussions will examine the impact of financing conditions, valuation shifts, divestment strategies, and the evolving strategies of PE funds and private credit players in platform structuring and exits.

 

  • What is the M&A and investment outlook for 2025? Which major trends will influence deal flow? Which deals, subsectors and regions are emerging as the most promising?
  • How is access to financing, lowering interest rates, currency changes and shifts in valuations influencing M&A?  
  • What is the outlook for MNOs divesting more of their infrastructure?  
  • Is there a risk of overbuild/overinvestment for DCs? How does a platform/operator differentiate themselves in the market?  
  • How are infrastructure, PE funds, and private credit players strategizing the structure of digital infrastructure platforms?  
  • What pathways lead to successful exits across different digital infrastructure verticals? 
  • Chair

    Niranjan Arasaratnam
    Partner
    Linklaters

  • Speaker

    Udhay Mathialagan
    Managing Director, Infrastructure and CEO of Global Data Centres
    Brookfield Asset Management

  • Speaker

    Andrew Thomas
    Senior Managing Director
    Stonepeak