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.

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,…

Navigating Global Growth in Data Centres: Riding the AI Wave

Navigating Global Growth in Data Centres: Riding the AI Wave, developed in collaboration with DLA Piper, is now available. This…

Podcast - Ep. 10 – Blue Owl Capital

Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre…

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 Brouk Eshetu, vice president of global management, Coresite

Brouk Eshetu, VP of general management at CoreSite discusses emerging trends in the datacentre industry, including AI, power…

Interview with Sharif Metwalli, CFO of Vantage Data Centers

Sharif Metwalli, CFO of Vantage Data Centers, discusses Vantage's huge growth over the past year, including its DigitalBridge 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…

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…

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…

Interview with Taylor Dixon, Senior Vice President at Datasite

Taylor Dixon, Senior Vice President at Datasite, discusses M&A activity in digital infrastructure and technology,…

Podcast - Ep. 9 – SMBC

Quynh Tran, Deputy Head of Structured Finance, Americas at SMBC and Matthew Lindgren, Executive Director of Private Placements,…

Podcast - Ep. 8 – Raymond James

Allan Bertie, Head of European Investment Banking at Raymond James, discusses M&A trends in digital infrastructure and tech,…