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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Podcast - Ep. 24 - Oak Hill Capital

Scott Baker, Managing Partner at Oak Hill Capital, discusses US fibre consolidation, how new pools of capital are reshaping the…

Podcast - Ep. 23 - Tillman Global Holdings

Sachit Ahuja, Co-President of Tillman Global Holdings, discusses how 2025 shaped TGH’s investment strategy and its outlook for…

Interview with Brad Moline, President and CEO, ALLO Communications

Brad Moline discusses ALLO’s shift toward strategic acquisitions, the growing influence of ABS financing, and the long-term…

Interview with Gaurav Juneja, COO, Fidium Fiber

Gaurav Juneja explores Fidium’s strategic priorities, market expansion metrics, the growing scope for…

Interview with Andrej Danis, Partner & Managing Director, AlixPartners

Andrej Danis explores key shifts in the digital infrastructure market, emerging demand trends, considerations shaping datacentre…

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. 12 – Converge ICT Solutions

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

Podcast - Ep. 11 – Metronet

Following her recent win of the Rising Star Award at the TMT M&A Awards USA 2024, Sarah discusses her career journey,…

Interview with Rachel Stack, CFO, Lightpath

Rachel Stack, CFO at Lightpath, discusses her move from a datacentre company back into a fibre company and future trends in…

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…

Interview with Brian Stading, CEO at Lumos

Brian Stading, CEO at Lumos, discusses fibre growth opportunities across the US and the importance of the company's…