Summary
Join us and our distinguished panel of investment bankers for an in-depth discussion on the US corporate power sector, which has witnessed M&A deals exceeding $34 billion in Q1 2025—the highest level since 2019. As demand for electricity surges and the hyperscale datacenter segment expands, coupled with evolving energy regulatory policies, our thought leaders will share insights on the future of power sector M&As.
Key Discussion Points:
- Explore the key factors propelling M&A activity in the energy sector.
- Identify the key regions experiencing significant surges in M&A transactions.
- Discuss the critical considerations for assessing M&A deals in the current market landscape.
- Analyze how shifts in energy regulations may influence the pace and nature of M&A activity moving forward.
Do not miss this networking opportunity. Seats are limited.
Speakers
Jonathon Kaufman
Senior Managing Director, Evercore
Jay Hawthorn
Head of Power & Utilities Banking, Americas, Barclays Investment Bank
Edward Manheimer
Morgan Stanley
Managing Director - Power & Utility M&A, Morgan Stanley
Kohlberg Kravis Roberts & Co.
Sophia Sciabica
Kohlberg Kravis Roberts & Co.
Principal
S&P Global Commodity Insights
Lillian Federico
S&P Global Market Intelligence
Research Director, Energy
Ms. Federico has been following the U.S. power and gas utility sector for more than 30 years, with an emphasis on state regulatory policy.
She joined Regulatory Research Associates, or RRA, immediately upon her graduation from Drew University where she earned a Bachelor's degree in Psychology, with a minor in Business. She was awarded an MBA in Financial Management from Pace University in 1992.
RRA was acquired by SNL Financial in 2005. Ms. Federico took over as RRA President in 2011. Following the acquisition of SNL by McGraw Hill Financial, now S&P Global, she became a Research Director in the Energy Research team of S&P Global Market Intelligence.
In her current role she spearheads the team's analysis of emerging trends in energy regulation and has primary responsibility for the team's coverage of six regulatory jurisdictions.
S&P Global Commodity Insights
Curt Ophaug-Johansen
S&P Global Commodity Insights
Director of Product Management - Energy
Curt Ophaug-Johansen, Director of Energy Product Management with S&P Global Commodity Insights, has over 26 years’ experience in the energy information business services field.
Throughout his career, he has built a variety of information services products for FT Energy, Platts, SNL Energy, and S&P Global. These solutions span the coal, natural gas, power, and renewable energy sectors and provide essential industry insights. Curt specializes in the collection, standardization and analysis of complex financial and operational energy data. He graduated from the University of Colorado with a Bachelor of Science in Accounting and received an MBA in Integrated Marketing Strategy from Daniels College of Business at the University of Denver.
Agenda
*Agenda is subject to change.
