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 Jeremy Chelot, CEO, Netomnia
Key discussion points include:
Assessing the current debt environment - 3:30
Netomnia's relationship with DigitalBridge - 4:50…
Interview with Richard Jeffares, CEO, Vitrifi
Key discussion points include:
Vitrifi’s position in the UK fibre market - 0.55
How Vitrifi sets itself apart from…
Interview with Charles Murray, Partner, Analysys Mason
Analysys Mason Partner, Charles Murray, discusses TMT M&A pipelines and valuations, hot subsectors for 2024, and where…
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…
Interview with Dr Ulrich Loewer, Partner at EY-Parthenon
Dr. Ulrich Loewer, Partner at EY-Parthenon, discusses the role of GenAI in Telecoms in this exclusive interview with TMT Finance…
Interview with Tim Creswick, CEO, Vorboss
Key discussion points include:
Introduction to Vorboss – 00:16
The contemporary economy and new business…
Interview with Robert Huang, Executive Director, Morrison & Co
Morrison & Co - why vertical software is the big infra opportunity
FiberLight- the 'classic' Morrison acquisition – 1:25…
Interview with Jennifer Fritzsche, Managing Director, Greenhill & Co
Greenhill & Co: Subsectors to watch in 2024
What Mizuho's acquisition means for Greenhill
Digital infra M&A trends of…
Interview with Anubhav Raj, CFO, Aligned
Aligned: Generative AI fueling demand and impacting power demands
Aligned growth story so far
Melding visions with equity…
Interview with Andrew Thomas, Senior Managing Director, Stonepeak
Stonepeak: Digital Investment Strategy
Stonepeak in 2023 and the shape of the digital infra industry - 0:35
The firm’s view on…
SherAfgan Mehboob, CFO and Head of Corporate Development, Tillman Digital Cities
Tillman Digital Cities: Expectations for dealmaking in DAS and in-building
Tillman Digital Cities (TDC) core focus and strategy…
Interview with Rachel Stack, CFO, Cologix
Cologix: Demand for AI and Edge-AI shaping business models
Impact of Cologix’s 2022 recapitalisation
Pros and cons of ABS…