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. 12 – Converge ICT Solutions
Robert A. Yu shares insights into Converge’s strategies to overcome barriers to network expansion, monetisation strategies, and…
Podcast - Ep. 11 – Metronet
Following her recent win of the Rising Star Award at the TMT M&A Awards USA 2024, Sarah discusses her career journey,…
Podcast - Ep. 10 – Blue Owl Capital
Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre…
Podcast - Ep. 9 – SMBC
Quynh Tran, Deputy Head of Structured Finance, Americas at SMBC and Matthew Lindgren, Executive Director of Private Placements,…
Podcast - Ep. 8 – Raymond James
Allan Bertie, Head of European Investment Banking at Raymond James, discusses M&A trends in digital infrastructure and tech,…
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. 6 – Bank Street Group
Richard Lukaj and James Henry, Senior Managing Directors and the Co-Founders at Bank Street Group, outline the state-of-play in…
Podcast - Ep. 5 – OneAdvanced
Simon Walsh, CEO of UK software giant OneAdvanced, discusses the company’s PE shareholder structure, five-year growth plans, and…
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. 3 – Searchlight Capital
Ajit Pai, partner at Searchlight Capital and former Federal Communications Commission chairman, discusses opportunities around…
Podcast - Ep. 2 – Phoenix Tower International
Phoenix Tower's Dagan Kasavana talks acquisition opportunities and towerco evolution strategies.
Dagan Kasavana, Founder…
Podcast - Ep. 1 – Baker Botts
Tomas Gärdfors, partner at Baker Botts, discusses the evolving relationship between datacentres and the energy transition,…