Infralogic Investors Forum New York 2023 - Data Pack

Infralogic InvestorsForumNewYork 27April2023 OThePlaza,NewYork US&CanadaDealActivityQ1YoY Value(USDbn) 75 60 45 30 15 0 1Q201Q211Q221Q23 M&AGreenfieldRefinancingAdditionalFinancing Dataasof24Apr2023OInfralogic ClosedtransactionsbyyearintheUsandCanada Value(USDbn) 400 320 240 160 80 201720182019202020212022 ValueVolume Dataasof23Apr2023olnfralogic ClosedtransactionsbyyearinEuropeandNorthAmerica Value(USDbn) 400 320 240 160 80 2020202120222023 EuropeNorthAmerica Dataasof24Apr2023Oinfralogic ClosedtransactionsbyyearinNorthAmerica'stopsectors Value(USDbn) 150 120 90 60 30 2020202120222023 EnergyRenewablesTelecommunications Dataasof23Apr2023OInfralogic Closedtransactionsbyyear&investortype Volume 300 240 180 120 60 202020212022 GPDeveloperInstitutionalOtherConstructionCompany Dataasof23Apr2023OInfralogic StonepeakInfrastructureFundV . GlobalStrategicInvestmentAlliance(GSIA) GlobalInfrastructurePartnersIV(GIPIV) I+I BrookfieldInfrastructureFundIV(BIFIV) GlobalInfrastructurePartnersIII(GIPII) DigitalBridgePartnersIII Fundname Fundstatus Currentsize(USD) Targetsize(USD) BlackstoneInfrastructurePartners(BIP) FundRaising,Investing 37bn 40bn GlobalInfrastructurePartnersV(GIPV) BrookfieldInfrastructureFundV(BIFV) FundRaising FundRaising,Investing 22bn 25bn 25bn KKRGlobalInfrastructureInvestorsV Pre-Launch -20bn I+I BrookfieldGlobalTransitionFundII Pre-Launch 20bn Pre-Launch 20bn Investing 12.6bn 20bn Investing 22bn 17.5bn Investing 20bn 17bn Investing 15.8bn 12.5bn Pre-Launch 12bn ClosedRenewablestransactionsbyyearintheUs Value(USDbn) 70 56 42 28 14 2019202020212022 Value+Volume Dataasof23Apr2023OInfralogic ClosedtransactionsincludingTaxEquityBridgeLoansbyyear Value(USDbn)Volume 2060 1648 1236 24 202020212022 ValueVolume Dataasof23Apr2023oInfralogic ClosedTaxEquityFlnancingtransactionsbyyear Volume 80 64 48 32 16 201820192020202120222023 ValueVolume Dataasof20Apr2023Olnfralogic Infralogic2 + RankingPeriod:1Q23×Saveserhshare RankingFilter LenArangrRondAerangvIrgurenceAddisor 1eanPrviderRondHolderRnncis(AdMsorTeplAdvorTechnics|AdMisorModelAufhorRankingPeriod RankingsRankingTrends@RyPodHony'tslhue DealActivity lyTypePySector 303 2021 RankVale(USDm) luedusgPpy@ FullComparison(uqcsn)ar, RankingDonainDA 1Q23 1022 LoanAranper 1023 1Q22 1%HsrkrtShare 1021 1Q22 Pasition 300A MWitsutishiUE3FitancislGroupDHuG&STMU]5,4184,588+18%5.15%FE Credit.Agricole085,2264,606+13%4.57%3437 240 180 ProjectFinancr MLA Santarder4,0655,E40-17%4.44%36EsugyTraraitieon&inewublks 120 SunitomoNitsuiBankirg(orpotion[SNBC) 4,155 5,1783.9% 2435 2060 A RankingGeognphy MiauluBank3,5183,025+1%31.35% 13 RNPPsrihss3,4553,0917%3.79%1973 cc011923国Al R10201021023Z11072 Aaie UriUulitUroup2,8191,40539%2.49% IAssandlKZ INGGroup(ING)2,59735%2.47%29 MisubaliufaF.,×CrudliAgioulk,×Santander× 10Natis(GroupeBPCE)2,4592,56118%2.34%2124IEurope SocieteGenersle(SocGen)2,4335,T345%2.31%28RelatedTransactionsDocuments MiddleEastandAlica 162LandesbankBaden-Wrttensberg(LBBw)2,284T2+3072%2.17%1-25of624trsrsactionsIDocumertsNorthAmerica BankofChinu[BOC)2,133,115+13%2.03%12TransactionValue(USDm)DocumentHamePublishDste RankingSecter BanceBihaWixcayeArgrtafa(B)1,872 +178% 10 L.76%NationalGtidSasSale/60%,Staise)(2923) 9,886 DInfalock.1023RankinetmdTrendsRrport-AA.13Apr2023 VA 1,71,400+27%LT0%122,824BdislakisAp3BaukinsundTssshllnaut-arit13Apr2023 29JPMorgu1,771,008+73%1.69% 136 Eaergy 018,100 SouthJerseylndustriesSsle(2023)BIrnlnglk1023RsnkingsandTaendsReport-M8A13Apr2023 910 15Suutisbunk1,851,138+22%1.52%2T,8001BisakisA3ltaubkinsumssshlioul-b13Ap2023Poaws 4 1737 KWPrX-RsnkGmbH(KW),340612+69%1.27%Vantae:Towers.[31,7%Shake)Ssle([2923]T,163BIrholog:CterlsandReconcllstionDesdres 13Apr2033 Renewsbies HSC 1,3163,0056%L.25%14166,80001BInfrloxksasansdidionFom-sisarx01.Apr2823 Telecemmunication NathatGroun1.262R22+51.20%5 62(210VSsurox:hfkgi INEO5.Antwerp.Olein.Conples5,761EInfalegkReconciliatien.Eem-Loanstcteadyto infaloskcBeoncdixionFom-Bonds01.Apr2023 3-25of5409ostiors Transport OInfralogic CompareCompanies @adCorngpoyCearal s4*(U5Db4) RerkirgTrontsbyPoition Ps .4 1.2InfralogicRankingTrendsbyvalue 3922Value(USDbn) 2.5 REDHleMuiDrn) 31,369 3,39 33,3F,19 1,5/ 1.5 673.56 ASdIE 4,802.55 VSECTOF WsUSDn) 35,750.58 10,N 1,496.21 0.5 0 1Q20 1Q21 1Q22 1Q23 OMitsubishiUFJFinancialGroup(MUFG&BTMU) ●JPMorgan OSumitornoMitsuiBankingCorporation(SMBC) INGGroup(ING) oSantander Dataasof21Apr2023 OInfralogic