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. 24 - Oak Hill Capital
Scott Baker, Managing Partner at Oak Hill Capital, discusses US fibre consolidation, how new pools of capital are reshaping the…
Podcast - Ep. 23 - Tillman Global Holdings
Sachit Ahuja, Co-President of Tillman Global Holdings, discusses how 2025 shaped TGH’s investment strategy and its outlook for…
Interview with Brad Moline, President and CEO, ALLO Communications
Brad Moline discusses ALLO’s shift toward strategic acquisitions, the growing influence of ABS financing, and the long-term…
Interview with Gaurav Juneja, COO, Fidium Fiber
Gaurav Juneja explores Fidium’s strategic priorities, market expansion metrics, the growing scope for…
Interview with Andrej Danis, Partner & Managing Director, AlixPartners
Andrej Danis explores key shifts in the digital infrastructure market, emerging demand trends, considerations shaping datacentre…
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,…
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 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…
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…
Podcast - Ep. 3 – Searchlight Capital
Ajit Pai, partner at Searchlight Capital and former Federal Communications Commission chairman, discusses opportunities around…