Agenda

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07.30 - 08.45

Networking Breakfast

 
08.45 - 08.50

Official Opening

 

Dominic Lowndes, CEO, TMT Finance

 

  • Chair

    Dominic Lowndes
    CEO
    TMT Finance

08.50 - 09.00

What's Next in TMT M&A for 2022? TMT Finance M&A Deal Talk Live

 

Who will lead the biggest M&A deals in TMT EMEA in 2022?

A detailed off the report of the upcoming, unannounced live M&A deals currently understood to be in process and expected in 2022 with focus on telecoms, digital infrastructure, software and services. Including estimated valuations, buyers, sellers and new themes influencing transactions. 

 

By Taku Dzimwasha,  EMEA Editor, TMT Finance

By Taku Dzimwasha,  EMEA Editor, TMT Finance

09.00 - 09.25

Visionary Opening Address - Investing In Digital Infrastructure For A New Era

 

Marc Ganzi, President & CEO, DigitalBridge

Josh Joshi, Operating Partner of DigitalBridge and Executive Chairman, AtlasEdge

Giuliano Di Vitantonio, EVP Strategy & Business, Digital Realty and Incoming CEO, AtlasEdge

  • Speaker

    Marc Ganzi
    President & CEO
    DigitalBridge

  • Speaker

    Josh Joshi
    Operating Partner of DigitalBridge and Executive Chairman
    AtlasEdge

  • Speaker

    Giuliano Di Vitantonio
    EVP Strategy & Business, Digital Realty and Incoming CEO
    AtlasEdge

09.25 - 10.05

TMT Leaders Panel - Investment Strategies for a New Wave of Growth in Telco & Digital Infra

 

Leaders from major European telcos, infrastructure operators and key investment firms, discuss the most critical issues currently facing the industry and explore what the next wave of communication infrastructure models will look like in Europe, amidst a flurry of infrastructure related M&A throughout the continent.  

  • Leadership strategies - navigating the next new paths to growth in telecoms and infrastructure.

  • Who is leading investment and how to think about the next 24 months?

  • What deals are being done currently in active and passive tower models, and what will the next wave of M&A and partnerships look like?

  • Datacentres and fibre – how is the landscape developing, where are the hotbeds of investment activity, and how will partnerships evolve?

Chaired by Tom Levine, Partner, Co-Head TMT, Allen & Overy

 

Speakers
Oliver Bradley, Managing Director, Digital Infra Investing, Macquarie Capital

Laurence Hainault, MD, Head of EMEA Telecom, Credit Suisse

Robert Dunn, MD, Connectivity Investments, Liberty Global

Philippe Lenoble, Senior Investment Director, AustralianSuper

  • Chair

    Tom Levine
    Partner, Co-Head TMT
    Allen & Overy

  • Speaker

    Oliver Bradley
    MD, Digital Infra Investing
    Macquarie Capital

  • Speaker

    Laurence Hainault
    MD, Head of EMEA Telecom
    Credit Suisse

  • Speaker

    Robert Dunn
    MD, Connectivity Investments
    Liberty Global

  • Speaker

    Philippe Lenoble
    Senior Investment Director
    AustralianSuper

10.05 - 10.20

Visionary Keynote Speech - What are the New Waves of Telco Growth Opportunities and Related Infrastructure Partnerships?

 
  • Preparing for the next wave of telco in value
  • What is the future business model for telcos

Alexandre Matos, CFO, Altice Portugal

  • Speaker

    Alexandre Matos
    CFO
    Altice Portugal

10.20 - 11.00

TMT M&A Panel – What is Driving the Next Wave of Transactions across the TMT Sector?

 

Leading heads of TMT M&A from industry, advisory and investment discuss the next wave of transactions in the sector, and assess the best strategies for leading and negotiating complex deals in a rapidly changing market

  • How are M&A deals changing and what are the next big trends that will impact TMT transactions in Europe and globally? Who will lead the charge?
  • How are access to financing, changes in valuations and regulatory conditions shaping deal flow?
  • What impact are disruptive technologies having on the TMT industry at large, and how is that impacting M&A?
  • What impact are SPACs and new deal structures having on the market?
  • How much further can the current digital infra investment cycle continue?

Chaired by Ben Nice, Editorial Director, TMT Finance

 

Speakers

Eamonn O'Hare, CEO, Zegona
Christian Lesueur, Managing Director, Global Head of TMT Investment Banking, UBS
Michael Knott, Senior Managing Director, Head of TMT EMEA, FTI Consulting

Emmanuel Gionakis, Managing Director, Head of EMEA Communications, Citi

  • Chair

    Ben Nice
    Editorial Director
    TMT Finance

  • Speaker

    Eamonn O'Hare
    CEO
    Zegona

  • Speaker

    Christian Lesueur
    MD, Global Head of TMT Investment Banking
    UBS

  • Speaker

    Michael Knott
    Senior MD, Head of TMT EMEA
    FTI Consulting

  • Speaker

    Emmanuel Gionakis
    Managing Director, Managing Director, Head of EMEA Communications
    Citi

11.00 - 11.30

Networking Break

 
11.30 - 12.10

European Software Leaders Panel – Disruption, Investment and Growth

 

Software companies likely to succeed in the next chapter will need to adapt to a unique set of challenges and disruption like never before. In this panel, leaders from key software platforms and investors discuss the next wave of transactions and most pressing issues facing the sector

  • 2021 review: what major deals have been done, what’s on the table now, and what else do we expect over the next 12-24 months? What does that say about the state of the sector?
  • Smart investing: where are leading software companies finding success in boosting new areas of revenue growth and staying ahead in a world of rapid technological change
  • Emerging tech: finding strategic opportunities among the influx of new business models, disruption and emerging technologies
  • How is the profile of buyers and sellers changing, and what are the key deal drivers across the tech sector?
  • How are high valuations and changes to financing affecting deal flow?

 

Chaired by Daniel Fiegenschuh, Associate Partner, EMEIA Technology Strategy and Transactions, EY

 

Speakers

Gordon Wilson, CEO, Advanced 

Joseph de Sousa, Principal, Sixth Street Partners 

Douglas Hallstrom, Software Investor, Advent Tech

  • Chair

    Daniel Fiegenschuh
    Associate Partner, EMEIA Technology Strategy and Transactions
    EY

  • Speaker

    Gordon Wilson
    CEO
    Advanced 

  • Speaker

    Joseph de Sousa
    Principal
    Sixth Street Partners

  • Speaker

    Douglas Hallstrom
    Software Investor
    Advent Tech

12.10 - 12.25

Visionary Keynote Speech - Europe's Next Wave of Fibre Deals

 

Ulrich Loewer, Associate Partner, EY-Parthenon

  • Speaker

    Ulrich Loewer
    Associate Partner
    EY-Parthenon

12.25 - 13.00

Datacentre Leaders Panel – What’s Driving Consolidation and Investment in the Market?

 

Cloud, hosting and datacentre leaders, investors and advisers discuss investment, growth and consolidation strategies.

  • Who is best placed to lead investment and consolidation in Europe?
  • What has driven infrastructure fund interest in datacentres and cloud infrastructure?
  • Are there dangers of overcapacity depressing yields, or has built out been disciplined?
  • How will the growth of edge computing drive consolidation of smaller datacentres
  • Is the cloud infrastructure marketplace segmenting? How will that affect investment?

Chaired by Gary Taylor, Managing Director, FTI Consulting

 

Speakers

Olivier Micheli, CEO, Data4 Group
Dominic Phillips, CEO, Datum Datacentres
Neil Cresswell, CEO, Virtus Data Centres
Jeff Tapley, Group Managing Director and SVP Portfolio Management Group, Digital Realty

  • Chair

    Gary Taylor
    Managing Director
    FTI Consulting

  • Speaker

    Olivier Micheli
    CEO
    DATA4

  • Speaker

    Dominic Phillips
    CEO
    Datum Datacentres

  • Speaker

    Neil Cresswell
    CEO
    Virtus Data Centres

  • Speaker

    Jeff Tapley
    Group MD and SVP Portfolio Management Group
    Digital Realty

13.00 - 14.00

Networking Lunch

 
14.00 - 14.45

Breakout Sessions – A

 
Option 1

Telecom M&A Strategies

 

Industry executives, investors and advisers discuss how telecom investment strategies are changing in response to infrastructure ownership models, changes in technology and increased connectivity and demand for data.

  • How is technology impacting telecoms business models, and what new paths are operators taking?
  • Investing in 5G and full-fibre networks - capturing revenue in the next phase of connectivity
  • Infrastructure M&A - asset light vs fixed network ownership
  • Where are the opportunities for private equity and regional players?
  • What role will regulators have in shaping where and how operators do business?
  • How is access to financing changing? How is that affecting deal flow?

 

Chaired by David Strauss, Principal, Broadband Success Partners 

 

Speakers

Ros Singleton, CEO, Spring Fibre

Alex Evans, Managing Director, Head TMT, EMEA, Barclays Investment Banking

Benjamin Bygott-Webb, Director, EQT Partners

Richard Jeffares, CEO, Vitrifi

  • Chair

    David Strauss
    Principal
    Broadband Success Partners

  • Speaker

    Alex Evans
    MD, Head TMT, EMEA
    Barclays Investment Banking

  • Speaker

    Benjamin Bygott-Webb
    Director
    EQT Partners

  • Speaker

    Ros Singleton
    CEO
    Spring Fibre

  • Speaker

    Richard Jeffares
    CEO
    Vitrifi

Option 2

Densification and Small Cells

 

Currently there remains many questions from analysts, investors and the telco's themselves around ‘is there a market, what are the compelling reasons and breakpoints, is this a US or Asia only solution?’ We will explore the following questions.

  • When will the small cell market take off?
  • What are the drivers, is it demand or supply side question?
  • What is the future for Small Cell Densification in the near term?
  • What are the likely CAPEX requirements / technical hurdles for a large roll-out in urban environments
  • What are the likely deployment strategies for small cells by MNOs and ways existing telecom infrastructure assets can be leveraged for small cells? 
  • Funding and ROI – medium term planning for the next five to seven years

Chaired by Peter Curnow-Ford, Managing Partner, Viatec Associates

 

Speakers

Graham Payne, Executive Chairman, Freshwave

Mark Gilmour, VP Mobile Connectivity Solutions, Colt Technology Services
Peter Claydon, President, Picocom

  • Chair

    Peter Curnow-Ford
    Managing Partner
    Viatec Associates

  • Speaker

    Graham Payne
    Executive Chairman
    Freshwave

  • Speaker

    Mark Gilmour
    VP Mobile Connectivity Solutions
    Colt Technology Services

  • Speaker

    Peter Claydon
    President
    Picocom

Option 3

Financing FTTH Strategies

 

Leaders from fibre operators, financiers and investors assess the current influx of new fibre network rollout projects in key European markets, and how they are being funded.

  • What financing is available for new greenfield fibre projects in Europe for entrepreneurs, municipalities and established operators?
  • Which structures are becoming most common and how are pricing and conditions changing? Who is leading investment?
  • What are the barriers to entry and how do backers and financiers assess risk profile?
  • How to bridge the lower density and higher construction cost in rural areas
  • OANs vs captive networks and risk of overbuild
  • What impact is regulation having on the sector? how can it be improved?

 

Chaired by Darragh Stokes, Senior Managing Partner, Hardiman Telecommunications 

 

Speakers

Denis de Paillerets, MD, Global Co-Head of TMT, SGCIB

Mikael Sandberg, Chairman, VX Fiber

Jeremy Chelot, CEO, Netomnia

Steve Leighton, CEO, Voneus

  • Chair

    Darragh Stokes
    Senior Managing Partner
    Hardiman Telecommunications

  • Speaker

    Denis de Paillerets
    MD, Global Co-Head of TMT
    SGCIB

  • Speaker

    Mikael Sandberg
    Chairman
    VX Fiber

  • Speaker

    Jeremy Chelot
    CEO
    Netomnia

  • Speaker

    Steve Leighton
    CEO
    Voneus

Option 4

Cloud Comms and Collaboration Private Equity Roundtable

 

Private equity leaders explore how to build a leading Enterprise Cloud Communications and Collaboration platform in today’s dynamic sector for M&A activity.  The panel will address key opportunities and trends across Cloud Unified Communications (“UCaaS”), Cloud Contact Center (“CCaaS”), Video Conferencing, Managed Networking, and other managed services subsectors.

  • What are the most notable cloud M&A transaction themes of 2021 in the cloud communications and collaboration space?
  • Which cloud subsectors are most compelling from a growth and investment perspective, particularly given the shift to hybrid work environments?
  • What are new investment and growth opportunities in a vendor landscape dominated by Cisco, Microsoft, and Zoom?
  • What is driving premium valuations in the sector and are these valuations sustainable?
  • How are traditional players from telecom service providers to VARs embracing new technologies and business models to better compete in the cloud?

 

Chaired by Jordan Rupar, Vice President Investment Banking, Q Advisors

 

Speakers

Jonathan Ma, Partner, Inflexion

Joris Van Gool, Partner, Hg Capital

Nicki Boyd, Partner, Apiary Capital

Robert Devonshire, Partner, MML Capital Partners

  • Chair

    Jordan Rupar
    Vice President Investment Banking
    Q Advisors

  • Speaker

    Jonathan Ma
    Partner
    Inflexion

  • Speaker

    Joris Van Gool
    Partner
    Hg Capital

  • Speaker

    Nicki Boyd
    Partner
    Apiary Capital

  • Speaker

    Robert Devonshire
    Partner
    MML Capital Partners

14.45 - 14.50

Changeover

 
14.50 - 15.35

Breakouts Sessions - B

 
Option 1

Towerco Investment Strategies

 

Tower operators, advisers and investors take a deep dive into how partnership models and investment strategies are developing in Europe’s wireless towerco market, and where the next wave of opportunities lie. 

  • Current state of play: has the VT IPO fundamentally changed the European landscape and can financial sponsors still compete?
  • Is the European tower deal flow now winding down?
  • CETIN/Polkomtel Infrastructura/Mila – are these type of deals the next wave?
  • Can towercos and infra funds cope with such a capex intensive model or is it a traditional PE?
  • When will the industry be realistic about small cells, fibre and edge data centres?


Chaired by
Charles Murray, Partner, Analysys Mason

 

Speakers

Rhys Phillip, CEO, Cornerstone

Jack Colbourne, Partner, Arcus Infrastructure Partners

Andrew Henderson, Corporate Development Director, Wireless Infrastructure Group

Gonzague Boutry, Managing Director - Telecom, Infrastructure Group, Ardian

  • Chair

    Charles Murray
    Partner
    Analysys Mason

  • Speaker

    Jack Colbourne
    Partner
    Arcus Infrastructure Partners

  • Speaker

    Andrew Henderson
    Corporate Development Director
    Wireless Infrastructure Group

  • Speaker

    Gonzague Boutry
    Managing Director - Telecom Infrastructure Group
    Ardian

Option 2

Datacentres – How are Investors Targeting the Next Wave of Opportunities

 
  • How has greenfield financing developed over the past 18 months+ to meet the data and investment demand?
  • What impact are green initiatives having on datacentre investments and financings?
  • How are soaring valuations impacting the dealmaking process?
  • What impact is edge computing having on datacentre investments?

 

Chaired by Miles Loo, EVP & Global V&A Practice Lead, Newmark


Speakers

Peter Jones, Chief Development Officer, Yondr

Christophe Strauven, SVP - Treasurer, Global, Vantage Data Centers

Brenden Rawle, Senior Director Business Development EMEA, Equinix

Jonathan Henry, Group Investment Director, Global Switch

Arun Shenoy, CMO & SVP Sales, Serverfarm

  • Chair

    Miles Loo
    EVP & Global V&A Practice Lead
    Newmark

  • Speaker

    Christophe Strauven
    SVP – Treasurer, Global
    Vantage Data Centers

  • Speaker

    Peter Jones
    CDO
    Yondr

  • Speaker

    Brenden Rawle
    Senior Director of Business Development EMEA
    Equinix

  • Speaker

    Jonathan Henry
    Group Investment Director
    Global Switch

  • Speaker

    Arun Shenoy
    CMO & SVP Sales
    Serverfarm

Option 3

Enterprise Software Investment Trends and M&A Strategies

 

Enterprise Software Executives, Advisers and Bankers highlight acquisition strategies and investment opportunities for new digital business models and expanding services.

  • What are the transformational growth strategies for enterprise software companies in a digital era?
  • To what extent is M&A enabling software firms to expand their core offering vertically and horizontally
  • What is the impact on business models and growth targets?
  • Is increased corporate venturing and appetite for early acquisition inflating valuations?
  • Is financing for small and large software firms adequate to support deal flow?

 

Chaired by Paddy MccGwire, Managing Partner, Silverpeak

 

Speakers

Gordon Wilson, CEO, Advanced 

Tom Wrenn, Managing Partner, ECI Partners

Robin Brown, MD, Stephens 

 

  • Chair

    Paddy MccGwire
    Co-Founder and Managing Partner
    Silverpeak

  • Speaker

    Tom Wrenn
    Managing Partner
    ECI Partners

  • Speaker

    Robin Brown
    Managing Director
    Stephens

  • Speaker

    Gordon Wilson
    CEO
    Advanced 

Option 4

Financing TMT Roundtable

 

As billions of dollars continues to pour into the broader TMT sector and particularly areas such as digital infrastructure, cloud and software – leading financiers, investors and finance heads assess evolving trends in global debt and equity markets, changing deal structures and broader opportunities and challenges in the path ahead.

  • Evolving deal structures: which deals are being done, how are conditions developing and what is the debt outlook for 2022 and beyond?
  • Acquisition, LBO, capex and greenfield financing: how are pricing and conditions changing?
  • Scaling up: how can high growth and mid-cap companies increase access to capital?
  • How have digital infrastructure trends and global changes caused financing strategies to evolve over the past 18 months?
  • Equity Capital Markets and SPACs – what’s the 2022 outlook?

 

Chaired by Robert Wallin, MD, Telecom Industry Banker, Natixis Corporate and Investment Banking

 

Speakers

Chris Moon, Managing Director, DigitalBridge Credit

Ranesh Verma, Managing Director, Global Sector Head, TMT & Healthcare, ING Bank

Benoît Tanguy, Managing Director, Global Co-Head of TMT, SGCIB

Tony Wonfor, Executive Director, Huawei

  • Chair

    Robert Wallin
    MD, Telecom Industry Banker
    Natixis Corporate and Investment Banking

  • Speaker

    Chris Moon
    Managing Director
    DigitalBridge Credit

  • Speaker

    Ranesh Verma
    MD, Global Sector Head, TMT & Healthcare
    ING Bank

  • Speaker

    Benoît Tanguy
    MD, Global Co-Head of TMT
    SGCIB

  • Speaker

    Tony Wonfor
    Executive Director
    Huawai Sales Finance

15.35 - 16.05

Networking Break

 
16.05 - 16.20

Visionary Keynote Speech - Network-based or Service-based Competition - Can You Really Have it Both Ways?

 

Since the early 2000s, regulators have preferred network-based competition and regard service-based competition as a second-level option, presuming it is not pro-competitive.  The 5G network ecosystem is fundamentally inconsistent with that preference. Is there a sat-nav for investors and operators?

 

Chris Watson, Partner, Global Head of TMC, CMS

  • Speaker

    Chris Watson
    Partner, Global Head of TMC
    CMS

16.20 - 17.00

Network Sharing Strategies to Support Full Next-Gen Coverage

 

We are moving on from an era in which telecom operators have needed to maintain ownership of their own networks in order to compete. Now, we are heading into a new, complex ecosystem of multifaceted partnerships combining new entrants such as private equity and platform operators.  

  • How are these partnerships financed and structured?
  • How are policy and competition rules evolving to encourage ubiquitous next-generation coverage?
  • Will this eventually drive consolidation, and what shape will this take?

 

Chaired by Dóra Petrányi, Partner, Managing Director Central Eastern Europe, CMS 

 

Speakers

Simon Holden, Group COO, CityFibre

Enrique Medina, General Counsel and Chief Regulatory Officer, VirginMediaO2

Ranesh Verma, Managing Director, Global Sector Head, TMT & Healthcare, ING Bank

  • Chair

    Dóra Petrányi
    Partner, MD Central Eastern Europe
    CMS

  • Speaker

    Enrique Medina
    General Counsel and Chief Regulatory Officer
    VirginMediaO2 

  • Speaker

    Ranesh Verma
    MD, Global Sector Head, TMT & Healthcare
    ING Bank

  • Speaker

    Simon Holden
    Group COO
    CityFibre

17.00 - 17.15

CEO Fireside Chat - Scaling Up in European Cloud Comms

 
  • Expansion at Destiny
  • RingCentral strategy and affect on Euro cloud players
  • New entrants like Ericsson and Zoom

 

With Daan De Wever, Group CEO, Destiny

Hosted by Michael Quinn, Founding Partner, Q Advisors

  • Chair

    Michael Quinn
    Founding Partner
    Q Advisors

  • Speaker

    Daan De Wever
    Group CEO
    Destiny

17.15 - 18.30

Networking Drinks