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. 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…
Podcast - Ep. 5 – OneAdvanced
Simon Walsh, CEO of UK software giant OneAdvanced, discusses the company’s PE shareholder structure, five-year growth plans, and…
Interview with Swati Goyal, Chief Investment Officer at DCI Data Centres
Swati Goyal, Chief Investment Officer at DCI Data Centers, discusses emerging market opportunities in APAC for datacentre…
Interview with Stephen Miller, ST Telemedia President and CEO
Stephen Miller, President and CEO at ST Telemedia, discusses how to keep up with datacentre demand and how to adapt investment…
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…
Podcast - Ep. 4 – Aligned Data Centers
Raj Anubhav, CFO at Aligned, discusses the opportunities around the burgeoning ABS market in the US, deep diving into the…
Podcast - Ep. 2 – Phoenix Tower International
Phoenix Tower's Dagan Kasavana talks acquisition opportunities and towerco evolution strategies.
Dagan Kasavana, Founder…
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…
Podcast - Ep. 1 – Baker Botts
Tomas Gärdfors, partner at Baker Botts, discusses the evolving relationship between datacentres and the energy transition,…