Energy & Infrastructure M&A and Investing for Net-Zero: 2022 Outlook

Dealmakers continue to look for value and reliable returns in the energy and infrastructure sectors. Targets in renewable energy (including wind and solar), hydrogen (for fuel and energy storage), nuclear and other clean energy technologies, carbon capture, energy storage, and transmission infrastructure are creating attractive opportunities.

With government funding from the Infrastructure Investment and Jobs Act hitting the market, how can strategics and investors expect to benefit? What opportunities are likely to be presented that sophisticated investors and potential new market players need to know about? What challenges can we expect to see, and how can dealmakers be proactive in protecting their investments while maximizing profits for shareholders?

M&A activity related to ESG is surging. Rather than being reactive to regulatory requirements and shareholder activism pressure, energy and infrastructure companies are increasingly building ESG risks into their overall strategy and view the strengthening of ESG initiatives as a way to unlock value. What steps are investors taking to monitor their investments’ ESG metrics? Why is developing and reshaping ESG strategies more important than ever?

At the same time, we are in a volatile political and social climate with inflation, supply chain struggles and workforce issues. How are these roadblocks expected to impact (or continue to impact) the energy and infrastructure industries, and how will companies and investors expect to manage these issues?

Panel Includes:

  • MODERATOR: Veronica Nunn, Partner, Pillsbury
  • Rahul Advani, Managing Partner, SER Capital Partners
  • Caroline McGeough, Operating Partner, Energy Impact Partners
  • Sandeep Mor, Senior Vice President, Corporate Development, Sempra
  • Sesh Raghavan, Managing Director, Power, Utilities & Renewables, Evercore
  • Veronica Relea, Partner, Pillsbury