Insights

Discover the latest trends and insights on digital infrastructure M&A and financing via our deep dive interviews, subsector reviews, thought leadership articles, podcasts, reports, and sample intelligence.

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Interview with Tom Levine, Partner, Paul, Weiss

Tom Levine, Partner, Digital Infrastructure and Telecom, Paul, Weiss, discusses shifting investor sentiment in digital…

Interview with Jeremy Chelot, Group CEO, Netomnia, YouFibre and brsk

Jeremy Chelot highlights growth strategies in UK fibre, financing pressures across altnets, consolidation trends, and the outlook…

Interview with Cédric Foray, Global and EMEIA Telecommunications Sector Leader, EY

Cédric Foray examines emerging deal hotspots, the recalibration of investor risk and capital strategies, and the next phase of…

Interview with Vivek Sood, Group CEO & Managing Director, Axiata Group

Vivek Sood, Group CEO and Managing Director of Axiata Group, discusses the company’s MNO position across South and Southeast Asia…

Interview with Ben Happel, Partner, Altman Solon

Ben Happel, Partner at Altman Solon, dives into APAC's evolving digital infrastructure amidst rising geopolitical tensions and…

Podcast - Ep. 14 – AlixPartners

Klaus shares details into the state’s involvement into fibre rollout, how the landscape has changed throughout his time at…

Podcast - Ep. 13 – EY-Parthenon

Dwayne Gibson-White is part of the EY-Parthenon Digital Infrastructure team. He discusses power allocation, hybrid financing…

Interview with Lionel Recorbet, CEO, XpFibre

Lionel Recorbet, CEO of XpFibre, discusses the company's E5.8bn refinancing, the company's relationship with its shareholders,…

Interview with Richard Jeffares, Founder/CEO, Vitrifi

Richard Jeffares, Founder and CEO of Vitrifi, discusses the UK’s fibre market, opportunities and predictions on consolidations,…

Interview with Klaus Hoelbling, Partner and Managing Director, AlixPartners

Klaus Hoelbling, EMEA Leader TMT, Partner and Managing Director at consultancy AlixPartners, discusses the German and wider…

Podcast - Ep. 12 – Converge ICT Solutions

Robert A. Yu shares insights into Converge’s strategies to overcome barriers to network expansion, monetisation strategies, and…

Interview with Dagan Kasavana, Co-Founder and CEO, Phoenix Tower International

Dagan Kasavana, Co-founder and CEO at Phoenix Tower International (PTI), discusses the role of M&A…