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.

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Interview with Laurentiu Prodan, Senior Director, Investments, CVC DIF

Laurentiu Prodan, Senior Director, Investments, CVC DIF, discusses European digital infrastructure dealmaking drivers and…

Interview with Jim Ryan, SVP, Chief Strategy Officer, Liberty Global

Jim Ryan, SVP and CSO at Liberty Global, discusses M&A and consolidation in European telecoms and towers, Liberty’s capital…

Be the Baobab: Rethinking towerco value creation

  Gayan Koralage, Director of Strategy at EDOTCO Group, explains how telecom infrastructure is evolving from fragmented…

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 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 Suresh Sidhu, CEO & Founder, EdgePoint Infrastructure

Suresh Sidhu, CEO and founder of EdgePoint Infrastructure, dives into capital raising strategies, ambitious expansion plans, and…

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…

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…

Interview with Gayan Koralage, Director, Group Strategy & Malaysia Business, EDOTCO

Key discussion points include: EDOTCO's performance through 23/24 & focus for the upcoming year- 0:30 EDOTCO's geographic…