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.

Europe Market Sentiment Report 2026

The new TMT Finance Europe Market Sentiment Report 2026 is now live. Take this opportunity to explore the highlights in the…

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…

Digital Infra Investment Report 2025

Our Digital Infra Investment Report 2025 is now live and we can share that last year saw global M&A value…

Podcast - Ep. 22 - Echelon Data Centres

Simon McCormick, CCO of Echelon Data Centres, discusses how the dynamics between datacentres and utility companies are evolving…

Podcast - Ep. 21 – Mediterra DataCenters

Emmanuel Becker, CEO of Mediterra DataCenters, discusses the importance of colocation datacentres in Southern Europe and beyond,…

Digital Infra Investment Review H1 2025 EMEA

Our Digital Infra Investment Review H1 2025 EMEA is now available.  As the world continues to grapple with…

Interview with Serene Nah, MD & Head of Asia, Digital Realty

Serene Nah, MD & Head of Asia, Digital Realty and Chair of Digital Core REIT, discusses standout APAC datacentre deals and…

Digital Infra Investment Review Q1 2025

Our Q1 Digital Infra Investment Review is now available.  Global M&A value rose to US$118.9bn in Q1 2025, up YoY…

Podcast - Ep. 14 – AlixPartners

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

Digital Infra Investment Review 2024

Our report Digital Infra Investment Review 2024 is now available. 2024 was a record-breaking year for Digital Infrastructure…