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.
Be the Baobab: Rethinking towerco value creation
Gayan Koralage, Director of Strategy at EDOTCO Group, explains how telecom infrastructure is evolving from fragmented…
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…
How Japan is balancing datacentre growth with climate goals
Tim Fourteau, Paul Harrison and Dominic Oben of White & Case examine how Japan’s rapidly expanding…
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. 21 – Mediterra DataCenters
Emmanuel Becker, CEO of Mediterra DataCenters, discusses the importance of colocation datacentres in Southern Europe and beyond,…
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…