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BDO Private Equity PErspectives Podcast · May 15 · 28 min

Beyond the Build: AI Infrastructure, Exit Readiness, and What's Next — Part B

As private equity capital continues flowing into data centers and AI infrastructure, sponsors are being forced to rethink everything from materials sourcing to what “exit‑ready” really means. In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney continues the conversation with Jackson Pei, Managing Director and Co‑Head of PE at Closed Loop Partners, Michael Ryder, Partner and Co‑Head of North America at Igneo Infrastructure Partners, and Blair Barlow, Managing Director at Lime Rock New Energy, to discuss: What it actually takes to build an exit‑ready data center today — from asset optionality and customer mix to location, scale, and long‑term growth potential The material, power, and supply‑chain constraints behind AI infrastructure build‑outs, and why sponsors can’t ignore lifecycle management and resource availability How PE firms can future‑proof data center investments as sustainability, security, and buyer expectations continue to rise

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As private equity capital continues flowing into data centers and AI infrastructure, sponsors are being forced to rethink everything from materials sourcing to what “exit‑ready” really means.

In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney continues the conversation with Jackson Pei, Managing Director and Co‑Head of PE at Closed Loop Partners, Michael Ryder, Partner and Co‑Head of North America at Igneo Infrastructure Partners, and Blair Barlow, Managing Director at Lime Rock New Energy, to discuss:

  • What it actually takes to build an exit‑ready data center today — from asset optionality and customer mix to location, scale, and long‑term growth potential
  • The material, power, and supply‑chain constraints behind AI infrastructure build‑outs, and why sponsors can’t ignore lifecycle management and resource availability
  • How PE firms can future‑proof data center investments as sustainability, security, and buyer expectations continue to rise