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 Jason Tofksy, Partner & Global Head of Digital Infrastructure, Goldman Sachs
Jason Tofsky discusses capital recycling and structures in digital infrastructure, the use of continuation vehicles, and…
Interview with Andrej Danis, Partner & Managing Director, AlixPartners
Andrej Danis explores key shifts in the digital infrastructure market, emerging demand trends, considerations shaping datacentre…
Interview with Nick Brown, Managing Director, Tillman Global Holdings
Nick Brown discusses Tillman’s entry into the datacentre market, partnership opportunities, fibre expansion plans, and where…
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. 20 – Greenberg Traurig
Jake Robson discusses datacentre consolidation, private credit as alternative funding, and navigating geopolitical challenges,…
Interview with Udhay Mathialagan, Managing Partner and CEO, Global Data Centres, Brookfield
Udhay Mathialagan discusses Brookfield’s data centre portfolio, expansion plans, investment opportunities in privately-held…
Podcast - Ep. 19 – Snowhawk & CleanArc
Brian and James discuss Snowhawk and CleanArc’s partnership and what capital foundations are essential to create future-proof…
Podcast - Ep. 18 – Linklaters
Julian Cunningham-Day and Rich Jones, Partners at Linklaters, discuss deal trends in the European fixed line and fibre NetCo…
Podcast - Ep. 17 – EdgeCloudLink
Uzi Hadar, CFO at EdgeCloudLink (ECL), the first fully off-grid, hydrogen-powered, modular datacentre-as-a-service provider,…
Podcast - Ep. 16 – Blue Owl Capital
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks…