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.
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…
Podcast - Ep. 14 – AlixPartners
Klaus shares details into the state’s involvement into fibre rollout, how the landscape has changed throughout his time at…
Podcast - Ep. 13 – EY-Parthenon
Dwayne Gibson-White is part of the EY-Parthenon Digital Infrastructure team. He discusses power allocation, hybrid financing…
Interview with Lionel Recorbet, CEO, XpFibre
Lionel Recorbet, CEO of XpFibre, discusses the company's E5.8bn refinancing, the company's relationship with its shareholders,…
Interview with Richard Jeffares, Founder/CEO, Vitrifi
Richard Jeffares, Founder and CEO of Vitrifi, discusses the UK’s fibre market, opportunities and predictions on consolidations,…
Interview with Klaus Hoelbling, Partner and Managing Director, AlixPartners
Klaus Hoelbling, EMEA Leader TMT, Partner and Managing Director at consultancy AlixPartners, discusses the German and wider…
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 Matthew Hemmings, MD, Fibre and Network, Openreach
Key discussion points include:
Future-proofing Openreach’s network - 0:48
Rolling out fibre to 25 million premises 1:43…
Interview with Greg Mesch, CEO, CityFibre
Key discussion points include:
How the digital infrastructure investor landscape is changing – 1:53
How…
Interview with Jeremy Chelot, CEO, Netomnia
Key discussion points include:
Assessing the current debt environment - 3:30
Netomnia's relationship with DigitalBridge - 4:50…