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. 8 – Raymond James

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

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…

Interview with Alaister Johnson, TMT/IP Partner, Linklaters

Alaister Johnson, TMT/IP counsel at Linklaters, talks about the digital infrastructure dealmaking spree in APAC and trends…

Interview with Lars Riegel, Global Head of TMT Private Equity at Arthur D. Little

Arthur D. Little partner Lars Riegel discusses Digital Infrastructure investment trends in APAC Key discussion points include:…

TMT M&A Global Review Q1-24 and Outlook

Our report 'TMT M&A Global Review Q1-24 and Outlook’ is now available. Despite economic and geopolitical challenges, Q1-24…

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…

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…

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…

Interview with Richard Jeffares, CEO, Vitrifi

Key discussion points include:  Vitrifi’s position in the UK fibre market - 0.55 How Vitrifi sets itself apart from…

Interview with Charles Murray, Partner, Analysys Mason

Analysys Mason Partner, Charles Murray, discusses TMT M&A pipelines and valuations, hot subsectors for 2024, and where…