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?