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 Suruchi Ahuja, CEO at Tillman Infrastructure
Suruchi Ahuja, CEO at Tillman Infrastructure, discusses the company's growth story, including its first bank debt deal completed…
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…
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…
Podcast - Ep. 3 – Searchlight Capital
Ajit Pai, partner at Searchlight Capital and former Federal Communications Commission chairman, discusses opportunities around…
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…
Why DigitalBridge sees 'tremendous' opportunity in lease aggregation
As mobile network and datacentre operators grapple with capital needs, lease aggregation business models are becoming a growing…
Interview with Rachel Stack, CFO, Cologix
Cologix: Demand for AI and Edge-AI shaping business models
Impact of Cologix’s 2022 recapitalisation
Pros and cons of ABS…