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 Tom Levine, Partner, Paul, Weiss
Tom Levine, Partner, Digital Infrastructure and Telecom, Paul, Weiss, discusses shifting investor sentiment in digital…
Interview with Jeremy Chelot, Group CEO, Netomnia, YouFibre and brsk
Jeremy Chelot highlights growth strategies in UK fibre, financing pressures across altnets, consolidation trends, and the outlook…
Interview with Cédric Foray, Global and EMEIA Telecommunications Sector Leader, EY
Cédric Foray examines emerging deal hotspots, the recalibration of investor risk and capital strategies, and the next phase of…
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…
Interview with Vivek Sood, Group CEO & Managing Director, Axiata Group
Vivek Sood, Group CEO and Managing Director of Axiata Group, discusses the company’s MNO position across South and Southeast Asia…
Interview with Ben Happel, Partner, Altman Solon
Ben Happel, Partner at Altman Solon, dives into APAC's evolving digital infrastructure amidst rising geopolitical tensions and…
Podcast - Ep. 14 – AlixPartners
Klaus shares details into the state’s involvement into fibre rollout, how the landscape has changed throughout his time at…
Podcast - Ep. 13 – EY-Parthenon
Dwayne Gibson-White is part of the EY-Parthenon Digital Infrastructure team. He discusses power allocation, hybrid financing…