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…
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,…
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…
Podcast - Ep. 15 – EdgeConneX
Randy discusses market expansion plans, investment structures, plus what it takes to manage a global datacentre platform. Randy…
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,…
Podcast - Ep. 10 – Blue Owl Capital
Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre…
Podcast - Ep. 9 – SMBC
Quynh Tran, Deputy Head of Structured Finance, Americas at SMBC and Matthew Lindgren, Executive Director of Private Placements,…