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Investment Banker·Data Centers

Sean Yajnik

Head of Digital Infrastructure Advisory - Americas at Macquarie Capital

New York, NY

SY
LinkedIn
Why they matter

Leads Macquarie Capital's Americas digital infrastructure advisory practice, giving deal teams a direct line into live data center M&A and financing activity.

Background

Sean Yajnik is Managing Director and Head of Digital Infrastructure Advisory - Americas at Macquarie Capital, a role he took on in June 2025 after leading digital infrastructure client coverage and M&A in the U.S. at TD Securities. He has nearly two decades of advisory experience spanning data centers, consumer broadband, enterprise fiber and wireless infrastructure, with earlier senior roles at Société Générale and TAP Advisors, and holds a BS from NYU's Stern School of Business.

Notable deals

  • 2023
    Financial adviser (with TD Securities colleague Pavle Volek) to Basalt Infrastructure Partners on its acquisition of fiber network operator FatBeam Holdings from SDC Capital Partners
  • 2025
    Named Head of Digital Infrastructure Advisory - Americas at Macquarie Capital, tasked with building out the firm's expanded digital infra advisory practice for the region
  • 2026
    Panelist on 'The future of AI-ready infrastructure – could 2026 outstrip a record year?' at the Infralogic Investors Forum New York

Call-prep brief

Background

  • Nearly 20 years advising on digital infrastructure M&A and financing: data centers, broadband, fiber, wireless.
  • Career path: TAP Advisors → Société Générale → TD Securities → Macquarie Capital (June 2025), where he now heads Digital Infrastructure Advisory - Americas, reporting to Rob Valentine.
  • At TD Securities, advised Basalt Infrastructure Partners on its 2023 acquisition of fiber operator FatBeam Holdings.

Current focus

  • Building out Macquarie's Americas digital infra advisory bench across M&A, capital raising, and debt advisory for corporates and financial sponsors.
  • Actively engaged on the AI-driven data center financing narrative (power/land constraints, hyperscale campus deals) — spoke on this exact theme at the 2026 Infralogic Investors Forum.

What he cares about

  • Positioning Macquarie as a credible new entrant against established digital infra advisory shops (Evercore, TAP, RBC, etc.).
  • Deal flow tied to power/land-constrained data center development and behind-the-meter/private-wire structures.

Sensitivities

  • Fresh in-seat (just over a year at Macquarie as of mid-2026) — may be cautious about disclosing anything that reads as competing-firm intel from TD Securities days.
  • Building a new team/mandate list; likely more receptive to origination conversations than to be quoted publicly.

Questions to ask

  1. What's changed in data center buyer appetite (hyperscale vs. sponsor-backed colo) since the FatBeam-style deals of 2023?
  2. How are power and land constraints reshaping deal structuring and valuation for colocation assets right now?
  3. Which financial sponsors are most active/credible bidders in colocation right now, from his vantage advising both sides of deals?

Outreach draft

Subject
Data Center M&A Perspective — Quick Call?
Hi Sean, I lead diligence on digital infrastructure for a private equity firm building conviction in the data center colocation space. Your move to head Macquarie's Americas digital infrastructure advisory practice, and your prior work on deals like the Basalt/FatBeam fiber acquisition, caught our attention. We're trying to get sharper on how power and land constraints are reshaping colocation deal structures and buyer appetite heading into 2027. Would you be open to a 20-30 minute call in the next couple of weeks to trade notes? Happy to work around your schedule. Best, [Placeholder Name]

Sources