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.
Be the Baobab: Rethinking towerco value creation
Gayan Koralage, Director of Strategy at EDOTCO Group, explains how telecom infrastructure is evolving from fragmented…
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 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 Suresh Sidhu, CEO & Founder, EdgePoint Infrastructure
Suresh Sidhu, CEO and founder of EdgePoint Infrastructure, dives into capital raising strategies, ambitious expansion plans, and…
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…
Interview with Suruchi Ahuja, CEO at Tillman Infrastructure
Suruchi Ahuja, CEO at Tillman Infrastructure, discusses the company's growth story, including its first bank debt deal completed…
Podcast - Ep. 7 – Greenhill & Co
Can we expect a return of large US telecom tower deals in 2024? Jennifer Fritzsche, Co-Head of North American Telecom and Digital…
Interview with American Tower's Sanjay Goel, Executive Vice President and President, Asia-Pacific
American Tower's Sanjay Goel elaborates on the next wave of growth for towercos in APAC. Key discussion points include…
Interview with Gayan Koralage, Director, Group Strategy & Malaysia Business, EDOTCO
Key discussion points include:
EDOTCO's performance through 23/24 & focus for the upcoming year- 0:30
EDOTCO's geographic…
Podcast - Ep. 2 – Phoenix Tower International
Phoenix Tower's Dagan Kasavana talks acquisition opportunities and towerco evolution strategies.
Dagan Kasavana, Founder…
Interview with Christian Hillabrant, CEO, Vantage Towers
Key discussion points include:
What it's like to lead Vantage Towers – 0:21
Comparisons between the US and European…