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. 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…

TMT M&A Global Review H1-24 and Outlook

H1 2024 saw European M&A market growth surpass pre-pandemic levels with 849 new deals, a 57.3% rise in value. Asia's M&A…

Podcast - Ep. 6 – Bank Street Group

Richard Lukaj and James Henry, Senior Managing Directors and the Co-Founders at Bank Street Group, outline the state-of-play in…

Podcast - Ep. 5 – OneAdvanced

Simon Walsh, CEO of UK software giant OneAdvanced, discusses the company’s PE shareholder structure, five-year growth plans, and…

Interview with Swati Goyal, Chief Investment Officer at DCI Data Centres

Swati Goyal, Chief Investment Officer at DCI Data Centers, discusses emerging market opportunities in APAC for datacentre…

Interview with Benjamin Azada, Converge ICT’s Chief Sustainability Officer and Chief Commercial Officer

Benjamin Azada, Chief Sustainability Officer and Chief Commercial Officer at southeast Asian datacentre operator …

Interview with Stephen Miller, ST Telemedia President and CEO

Stephen Miller, President and CEO at ST Telemedia, discusses how to keep up with datacentre demand and how to adapt investment…

Interview with Kanishka Wickrama, acting CEO and CFO of Link Net

Key discussion points include: Link Net CEO and CFO discusses opportunities for fibre companies in Indonesia and the rest of…

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…

Interview with Dr Ben Happel, Altman Solon

Key deal drivers in APAC TMT in 2024- 0:27 Network sharing and RAN netco joint ventures in Singapore, Hong Kong and Australia -…

Podcast - Ep. 4 – Aligned Data Centers

Raj Anubhav, CFO at Aligned, discusses the opportunities around the burgeoning ABS market in the US, deep diving into the…