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.
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 Matt Evans, Head of Europe, DigitalBridge
Matt Evans, Head of Europe, DigitalBridge, discusses M&A pipeline across digital infrastructure in this exclusive interview…
TMT M&A Global Review 2023 and Outlook 2024
Our report 'TMT M&A Global Review 2023 and Outlook 2024’ is now available.
This report analyses TMT M&A activity…
Interview with Robert Huang, Executive Director, Morrison & Co
Morrison & Co - why vertical software is the big infra opportunity
FiberLight- the 'classic' Morrison acquisition – 1:25…
Interview with Jennifer Fritzsche, Managing Director, Greenhill & Co
Greenhill & Co: Subsectors to watch in 2024
What Mizuho's acquisition means for Greenhill
Digital infra M&A trends of…
Interview with Anubhav Raj, CFO, Aligned
Aligned: Generative AI fueling demand and impacting power demands
Aligned growth story so far
Melding visions with equity…
Interview with Andrew Thomas, Senior Managing Director, Stonepeak
Stonepeak: Digital Investment Strategy
Stonepeak in 2023 and the shape of the digital infra industry - 0:35
The firm’s view on…
SherAfgan Mehboob, CFO and Head of Corporate Development, Tillman Digital Cities
Tillman Digital Cities: Expectations for dealmaking in DAS and in-building
Tillman Digital Cities (TDC) core focus and strategy…
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…
Interview with Fran Federman, EVP and Chief Investment Officer, CyrusOne
CyrusOne: How ESG has impacted business models and ideas
First few months as CIO
KKR/GIP take private of CyrusOne, how the…
Editorial review of TMT Finance M&A Forum USA 2023
From AI-driven tailwinds in the data center market, to ABS financing trends and open-access fiber JV models, the Editorial Review…