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{Prof Invest only} Event: Alpha Generation in Energy Transition, the perspective of a specialist Infrastructure GP Hosted by Mercer Global Investment Forum Date: Friday, April 26 Time: 13:00 - 13:45 Join Jocelyn Dioux, Anne-Laure Messier, Witold Marais & Laura Devoucoux from Mirova and Natixis Investment Managers for Mercer's Learn, Share and Connect virtual session: https://bit.ly/4aPKXRJ The following themes will be discussed: dealflow identification, value creation, #RenewableEnergy developers, cautious diversification in new sectors such as #LowCarbon #mobility and #ElectricityStorage. Register for the event: https://bit.ly/4aPKXRJ #MarketingCommunication | Capital at Risk

DLA Piper Denmark DLA Piper`s Global Infrastructure M&A Trends supplement, part of the 2023/24 Global M&A Intelligence report, provides a deep dive into the infrastructure M&A landscape. While 2023 saw a dip in activity, the market rebounded strongly in Q4, with a record 529 global transactions. Despite high inflation and geopolitical uncertainty, the sector has proven resilient, and the 2024 outlook remains optimistic. Key growth drivers include data centres, fibre optics, and renewables, with sub-sectors like transport, telecommunications, and renewables capturing significant deal momentum. For Nordic investors and stakeholders, these trends present exciting opportunities in a sector poised for growth. Download the full report for detailed insights: https://lnkd.in/dJFUmHdc #InfrastructureM&A #NordicMarkets #MergersAndAcquisitions #GlobalTrends

𝗧𝗵𝗲𝗿𝗲 𝗛𝗮𝘀 𝗡𝗲𝘃𝗲𝗿 𝗕𝗲𝗲𝗻 𝗮 𝗠𝗼𝗿𝗲 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗧𝗶𝗺𝗲 𝗶𝗻 𝗛𝗶𝘀𝘁𝗼𝗿𝘆 𝘁𝗼 𝗦𝗵𝗮𝗿𝗲 𝗜𝗱𝗲𝗮𝘀 𝗮𝗻𝗱 𝗗𝗶𝘀𝗰𝘂𝘀𝘀 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗧𝗿𝗲𝗻𝗱𝘀 Michael Elias from TD 𝗖𝗼𝘄𝗮𝗻 did just that at the TMT Conference with his distinguished guests: Chris Downie - Flexential Daniel Crosby - Legend Energy Advisors Nathan Ough - VoltaGrid Jim Heidell - PA Consulting There is a seismic shift in tech and the energy solutions required to power it! Recently. Michael Dell predicted a massive surge in AI demand, potentially requiring 100 times more data centers in just 10 years! 𝗔𝗰𝗰𝗼𝗿𝗱𝗶𝗻𝗴 𝘁𝗼 𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗗𝗲𝗹𝗹: “𝙄𝙣 𝙖𝙡𝙢𝙤𝙨𝙩 𝙣𝙤 𝙩𝙞𝙢𝙚, 𝙬𝙚 𝙝𝙖𝙫𝙚 𝙛𝙞𝙫𝙚 𝙗𝙞𝙡𝙡𝙞𝙤𝙣 𝙥𝙚𝙤𝙥𝙡𝙚 𝙬𝙞𝙩𝙝 𝙋𝘾𝙨 𝙖𝙣𝙙 𝙥𝙝𝙤𝙣𝙚𝙨 𝙖𝙘𝙘𝙚𝙨𝙨𝙞𝙣𝙜 𝘼𝙄,” 𝙝𝙚 𝙖𝙙𝙙𝙚𝙙. “𝙏𝙝𝙚 𝙘𝙤𝙨𝙩 𝙤𝙛 𝙝𝙖𝙫𝙞𝙣𝙜 𝙖 𝙘𝙤𝙜𝙣𝙞𝙩𝙞𝙫𝙚 𝙨𝙪𝙥𝙚𝙧𝙥𝙤𝙬𝙚𝙧 𝙞𝙨 𝙖𝙥𝙥𝙧𝙤𝙖𝙘𝙝𝙞𝙣𝙜 𝙯𝙚𝙧𝙤.” Companies should be turning over every rock and trying to learn everything they can to adapt and flourish in these unprecedented times. TIME IS NOT YOUR FRIEND! ≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋_≋ 𝗧𝗵𝗲 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗶𝘀 𝘆𝗼𝘂𝗿 𝘁𝗶𝗺𝗲, 𝘁𝗵𝗲 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗶𝗻𝗮𝗰𝘁𝗶𝗼𝗻 𝗺𝗮𝘆 𝗯𝗲 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀.⚡ For more energy insights, follow: #EnergyNinjaChronicles Subscribe to the newsletter: 📩 https://lnkd.in/dGpq2-dC #Energy #Electricity #NaturalGas #RenewableEnergy #Sustainability

#Renewable energy dominates headlines, driving the urgent need for substantial investment. However, global #decarbonization efforts face challenges like labor and equipment shortages, storage issues and #inflation. At the Infralogic Investors Forum Australia today, our panel of expert speakers delved beyond the headlines, discussing deals, structures, and frameworks for consistent financial and green returns. 👉 Register now to catch-up on-demand for FREE here: https://lnkd.in/gw7ziRSx   Robert Clow, Senior Reporter, INFRALOGIC Roger Lloyd, Chief Executive Officer, Palisade Investment Partners Rob Ward, Head of Investment Banking Division, Oceania, MUFG Sally Torgoman, Partner, KPMG Daniel Timms, Managing Director, Head of Asset Management Australia and New Zealand, Igneo Infrastructure Partners Brad Hopkins, General Manager, Commercial, AEMO Services #IIFAustralia #privateequity #infrastructureinvestments #Australia #LP #GP

In 'Exploring Key Barriers and Opportunities in Impact Investing in an Emerging Market Setting', Steve McCallum and Suzette Viviers have identified two key opportunities in emerging markets. We can attest to seeing growth in the local market, and agree with "renewable energy" as one of the sectors promising financial and impact returns. We look forward to this list including Telecoms, Water and Waste. #ImpactInvesting #EmergingMarkets #RenewableEnergy #SustainableInvesting #Telecoms #WaterManagement #WasteManagement #SustainableFinance #FinancialGrowth #InfraImpact

Please join Ionna T. guiding the keynote panel on Thursday, March 21, 2024, at 09:00 in Berlin, focusing on "Investing in Energy: Opportunities in Infrastructure Arising from the Transition." Our discussion will delve into challenging topics, including: • Decarbonising the economy beyond just renewables • The impact of deglobalisation on transition efforts across the world • How is the macro environment impacting the energy transition agenda? with Henrik Lundin, Chief Investment Officer, IMAS (Investment Management Association of Singapore) Raphaël Lance, Head of Energy Transition Infrastructure Funds, Mirova Albena Vassileva, Executive Director, IFM Investors Arash Shojaie, Senior Principal, Infrastructure, QIC Michael Bonte-Freidheim, Founding Partner & Group Chief Executive Officer, NextEnergy Group Anticipating stimulating discussions with fellow thought leaders. Excited to connect with you at the Infrastructure Investor Global Summit 2024 ! #IIGSummit Please Follow BorderlessRenewables for valuable insights from our discussion. #energytransformation #infrastructureinvestment #electrification #infrastructuredevelopment #infrastructure #renewableenergy #energyefficiency #energystorage #retrofit #emobility #digitalisation #investmentstrategy

During times of unprecedented change, the importance of actively engaging in cross-functional and cross-industry collaboration cannot be understated. These interactions allow for the exchange of valuable knowledge and innovative ideas, helping organizations stay ahead of industry trends and challenges. Thanks to Michael Elias w/ TD 𝗖𝗼𝘄𝗮𝗻 for hosting this distinguished panel to discuss so many important topics. The panel included Chris Downie from Flexential, Nathan Ough from VoltaGrid, Jim Heidell from PA Consulting, and Daniel Crosby from Legend Energy Advisors. #Energy #Electricity #NaturalGas #RenewableEnergy #Sustainability

M&A in the energy industry is always fascinating and I'm glad that my colleagues here at FTI Consulting paired up with Tudor, Pickering, Holt & Co. Securities, Inc. to unearth some interesting insights. It's not a surprise to me that investors are optimistic about the energy industry - I may be biased, but the continued growth and innovation in the sector is what keeps me enthusiastic about the work I do. The integration of more renewables, along with the adoption of carbon capture continue to pique interest for investors and drive M&A activity. However, people are getting more concerned about the regulatory risk around energy assets, and for good reason. Scrutiny from regulators is certainly on an upward trend and the M&A community is taking notice. These findings and more underscore the need for comprehensive, strategic communications services as energy companies plan for the future. It's essential to understand the regulatory and stakeholder landscape that surround target energy assets - and communicate effectively with those parties to develop trust as acquisitions move forward. #duediligence #energyinvestment #energydealmaking #mergersandacquisitions #energypolicy

#Global Deals, European Impact: Navigating the Energy Industry's Consolidation Wave The energy sector continues experiencing a significant transformation as companies consolidate to drive efficiency and sustainability. While deal volume has dipped globally, mega-deals continue to shape the landscape. #Europe, in particular, is witnessing strategic #consolidation as firms adapt to mature fields and evolving regulations. 👉 Discover the consolidation wave in this article by our Head of Investor Research Tazmyn Chenay Gounden: https://lnkd.in/gWKWUp6B Join us at the World Energy Capital Assembly #WECA24 in London this November to delve deeper into this dynamic landscape. Our M&A Consolidation Panel will discuss strategies for achieving operational sustainability through scale with industry leaders, including: Moderator: Simon Tysoe, Partner, Latham & Watkins Julian Mylchreest, Executive Vice Chairman of Global Corporate & Investment Banking, Bank of America Al Carnite, Managing Director, Alvarez & Marsal  Iain Lewis, CFO & Provisional CEO, Ithaca Energy Jeremy Low, Managing Director, Head of European Oil & Gas, Houlihan Lokey   #EnergyIndustry #MergerandAcquisition #StrategicGrowth #WECA24

🚀 Global Deals, European Impact: The Consolidation Wave in Oil & Gas 🌍 My recent article examines this consolidation wave from a European perspective, focusing on: ◼ How U.S. players like Exxon and Conoco are reshaping the industry with major acquisitions. ◼ The unique challenges and strategic responses of European firms consolidating mature fields like the North Sea. ◼ Ithaca Energy’s $938 million deal with ENI UK as a key example of this trend. Discover how these moves are setting the stage for a resilient and sustainable future in energy. 🌱 👉 Read the full article here: https://lnkd.in/gWKWUp6B #OilAndGas #MergersAndAcquisitions #EnergyIndustry #Sustainability #EuropeanMarkets #GlobalDeals