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 Laurentiu Prodan, Senior Director, Investments, CVC DIF
Laurentiu Prodan, Senior Director, Investments, CVC DIF, discusses European digital infrastructure dealmaking drivers and…
Interview with Shuja Khan, CEO, Arqiva
Shuja Khan, CEO of Arqiva, outlines the company’s strategic priorities across terrestrial broadcast, satellite partnerships, 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…
Interview with Carlotta Giacché, Debt Capital Markets & Financing Strategy, Data4
Carlotta Giacché, Debt Capital Markets & Financing Strategy at Data4, discusses Data4's recent StableCo stake sale, evolving…
Interview with Klaus Hoelbling, EMEA Leader, Technology, Media & Telecommunications, Partner & Managing Director, AlixPartners
Klaus Hoelbling discusses his outlook on the European fibre market today, the performance indicators that differentiate assets…
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 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…
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…
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…