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Infralogic Investors Forum New York 2023
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The Plaza, New York
27
Apr
Digital Infrastructure - creative investment approaches
Bucking the broader slowdown in dealmaking, fiber-optic and data center assets continued to trade at a healthy pace in 2022. Yet, headwinds remain with the threat of recession and elevated construction costs impacting earnings. In a tougher operating environment, investors are taking a more creative approach to the types of digital assets they buy and develop.
Dealmaking volumes in the digital infrastructure sphere keep growing, highlighting the need for more connectivity across the region. Interesting figures in the data center subsectors show how in 2022 the number of deals have decreased compared to the previous year, but their value has more than doubled. The result is less-but-larger deals.
- What are the pros and cons between acquiring an existing fiber-optics operator or building one from scratch
- How are investors positioning data center assets for growth under a commodity like market structure in North America
- How do capital market and bank lender players view the communications infrastructure sector over the next 12 months?
- What do investors look for in operator management teams when vetting buying opportunities?
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SpeakersVanessa Roy Director SMBCSayles Braga Senior Partner Sidewalk Infrastructure Partners
Sadiq Malik Managing Director DigitalBridge
Emily Goergen Azer Director GI Partners
Florestan Ferroux Senior Director, Infrastructure Financing CDPQ Fixed Income Inc
Jason Webber Partner Latham & Watkins
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Sayles is responsible for origination, diligence, and execution of technology-enabled infrastructure transactions.
Sayles was previously a partner at Alerion Partners, an operationally-focused growth equity fund that he joined in 2010. At Alerion, he led control and non-control investments in, and sat on the boards of, companies across a range of industries.
Prior to Alerion, Sayles co-founded and led a mobile software company in the location-based application space. Sayles began his career at Lazard in the investment banking restructuring group, where he advised companies throughout their bankruptcy proceedings, recapitalizations, asset sales, and other M&A efforts.
Sayles graduated with honors from Harvard College with an AB in Economics.
Sadiq Malik is a Managing Director at DigitalBridge Investment Management. Mr. Malik is a seasoned investment professional with over 20 years of in-depth investing experience in private, distressed and public companies across a variety of industries including the digital infrastructure verticals of towers, data centers, fiber and ground lease buyouts. At DigitalBridge, Mr. Malik is responsible for identifying, evaluating, consummating, and managing investments across all our verticals globally with a specific focus on the Americas and the MEA regions.
Prior to joining DigitalBridge, Mr. Malik was a co-founding partner of Oskie Capital, a public and private equity firm, which invested in companies undergoing positive business transformations and corporate change. Previously, he also worked on President Obama’s Auto Task Force at the U.S. Department of the Treasury during the financial crisis in 2009.
Earlier in his career Mr. Malik was an investment professional at Och-Ziff Capital, The Blackstone Group and Morgan Stanley.
Mr. Malik received a Bachelor of Arts, summa cum laude, in Economics from Dartmouth College and an MBA, with distinction, from Harvard Business School.
Emily Goergen Azer is a Principal of GI Partners. She currently serves on the boards of DRFortress and Rise Broadband. Prior to joining GI Partners, Mrs. Azer was a Vice President at Stonepeak Partners in New York where she focused on infrastructure investments in the Communications sector. Earlier in her carrier, Emily worked in the North America Private Equity and Global Infrastructure groups at KKR in New York and was an investment banking analyst with the Blackstone Group in New York. Mrs. Azer received her B.S. from The Wharton School at the University of Pennsylvania and her M.B.A. from Harvard Business School.
Florestan Ferroux is a Senior Director, Infrastructure Financing, at CDPQ. In this capacity, he is responsible for building strategic partnerships for the Infrastructure Financing portfolio. He also develops and monitors the infrastructure financing strategy and portfolio.
Mr. Ferroux has close to 15 years of infrastructure structuring and financing experience. He has held different roles within CDPQ, including more recently, the position of Director, Transactions and Investments, at subsidiary CDPQ Infra, where he developed greenfield sustainable transportation projects. Before joining CDPQ, he was Vice-President, Infrastructure Advisory, at EY, where he advised public authorities and private sector clients in structuring and financing public-private partnerships.
Mr. Ferroux is a Chartered Financial Analyst and holds a Bachelor’s Degree in Accounting from HEC Montréal.
Jason Webber advises clients on the development or acquisition and divestiture of infrastructure and energy businesses.
Jason represents clients in transactions relating to energy, energy transition, telecommunications, circular economy, and other traditional and emerging infrastructure sectors. He regularly advises clients on complex, multidisciplinary matters, including:
- Acquiring portfolio companies for infrastructure-focused investors, including through take-private transactions
- Enabling world-scale development projects through the investment of development capital
- Structuring complex equity investments, including cash equity auctions, mezzanine financings in lieu of equity, joint ventures, management equity structures, and consortium arrangements
- Negotiating multibillion-dollar debt investments, including commercial bank loans, private placements, underwritten project bonds, and export credit facilities
- Facilitating the sale or other exit of portfolio companies and single-asset companies