Cube Infrastructure Managers

In our final video of the Transport and Environment series, Investment Director Antonio Rosamina discusses Cube’s strategy in the temperature-controlled logistics sector. Essential for the transportation of food and pharmaceuticals, this resilient market benefits from high barriers to entry, including specialized capital-intensive infrastructure, a high degree of regulation and long-term client relationships. Cube has partnered with DISPAM and Müller Transporte GmbH through its Cube III fund, aiming to consolidate this fragmented market and build national champions. Watch the video to learn more about our approach to this sector🎥

We are proud to announce that our portfolio company, Unifiber, a leading Italian fiber network provider in the gray areas, has secured a €10 million ESG-linked loan from SACE and UniCredit to fund the advancement of a FTTH network aimed at serving 200,000 potential users in the gray areas of Lazio, Italy. This loan, which offers reduced interest rates for companies committed to sustainability and meeting #ESG criteria, consists of two parts, including €7.15 million guaranteed by SACE through its "Garanzia Futuro" program. The joint venture established by UNIDATA and Connecting Europe Broadband Fund (CEBF) aligns with Europe’s Digital Decade targets for 2030, with the goal of providing connectivity speeds of up to 1 Gbps. By utilizing existing infrastructure, this network aims to reduce costs and minimize environmental impact. We congratulate our portfolio company for its efforts in bridging the digital divide and look forward to seeing it continue to create a high-quality, open-access fiber-optic network across the country.

The surging demand for data centers and their substantial energy consumption is putting immense pressure on Europe's aging power grids, despite increasingly efficient and sustainable facilities. Institutional Real Estate, Inc.'s Institutional Investing in Infrastructure (i3) latest feature, 'Access to Power', unpacks the critical issues surrounding power access for data centers, grid constraints and regional approaches across Europe, Asia and the US. Camille Mueller, Managing Director at Cube, discusses the ongoing appeal of high-demand markets like Frankfurt, where Cube is invested in firstcolo while also forecasting the growth of secondary hubs such as Marseille and Lisbon. Read the full article to learn more: https://lnkd.in/eekVShFb

Our Partner Emmanuel Rogy recently participated in a conference hosted by the Luxembourg Times at EY Luxembourg in collaboration with Loyens & Loeff to mark the release of their autumn edition. The discussions highlighted Luxembourg's alternative funds sector challenges and opportunities, noting its successful ecosystem now faces rising competition, technological disruption and difficulties in attracting and retaining talent. During a fireside chat, Emmanuel underscored Cube Infrastructure Managers' distinctive position within this landscape, citing its unique operations across back, middle and front office functions. He emphasized the critical need to attract and retain talent and the importance of reinforcing the ecosystem through improved collaboration among key industry players. Offering younger professional’s opportunities to engage with larger markets rather than confining them to smaller companies was identified as a key strategy to enhance the sector's appeal—an essential factor for Luxembourg to maintain its competitive edge. Thank you to the Luxembourg Times for having us.

Deal Announcement 🚌 Cube IM is pleased to share that it has finalized the sale of Umove A/S, the leading Danish line bus network operator, to institutional investors advised by J.P. Morgan Asset Management’s Global Transportation Group ("JPM GTG"). The sale marks Cube's fourth successful exit in the public transport sector. Umove is a market leader in Denmark with over 2,000 employees and 850+ buses. Recently named 'Best Bus Operator' by Midttrafik, the company has grown through strategic acquisitions and major contract wins since Cube's investment in 2017. Read the full press release here: https://lnkd.in/eTPTu-g9

As we continue our Transport and Environment series, our Investment Director, Ambroise Bayen, highlights the parallels between municipal waste collection and public transport. Both provide essential services and operate under availability-based remuneration models, which makes them resilient to economic cycles. At Cube, we leverage our expertise in public transport to drive similar value creation in #wastecollection, focusing on fleet electrification and improving sorting efficiency. With EU recycling and decarbonization targets driving investment in technologies like electric fleets and automated sorting, this sector offers strong growth potential and opportunities to generate attractive returns for long-term investors. ♻️ Watch our video to learn more🎥

🎥 Join us for a behind-the-scenes journey with our Transport and Environment team in our final video series! In this series, the team explores how Cube has driven fleet electrification and operational efficiency in public transport and municipal #wastecollection, highlighting opportunities for infrastructure investors in sustainable transport and environmental services. In our first video of this series, Partner Stefan K. Weis discusses Cube's growth strategy, leveraging our expertise to identify opportunities in the European public transport sector driven by liberalization, urbanization, and environmental policies🌱 Discover how we have acquired and grown operators to challenge state-owned incumbents while maintaining competitiveness through efficient cost management since our first investment in 2011.

Kople, our portfolio company and leading charging solutions provider in Norway, has been re-certified as an Eco-Lighthouse by The Eco-Lighthouse Foundation 🍀 This certification reflects Kople's dedication to reducing its environmental footprint and prioritizing #sustainability in business practices. As key players in EV charging, they are committed to taking action beyond industry norms, continuously setting higher standards to improve health and safety, the environment and service quality. We are pleased to support Kople as they continue driving positive change, one sustainable step at a time!

We are pleased to share that our Managing Director and Head of ESG Aurélien Roelens will be participating in the LPEA - Luxembourg Private Equity & Venture Capital Association Insights conference!   Joined by Jessica Peters, Argos Wityu, and Gwen Colin, Vauban Infrastructure Partners, Aurélien will moderate in a panel titled "ESG: From Regulation to Value Creation." The discussion will cover ESG as a value creation lever in Private Equity and notably how to progress and capitalize on the new regulations such as CSRD in portfolio companies to create further value through ESG.   The panel will start at 2pm on October 17th on the main stage. Explore the full agenda here: https://lnkd.in/eEnEFfxv

Congratulations to our portfolio company, VFD, for supporting the launch of Line 80 from Saint-Ismier to Place de Verdun in Grenoble. We applaud VFD for their advancements in contemporary transport systems and look forward to supporting their future initiatives.