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.
Datacentres as real estate: not just humming sheds
David Martin, Partner, Co-head of Telecoms, Media and Business Services, Linklaters
Jack Shand, Managing Associate, Linklaters…
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…
Interview with Rachel Stack, CFO, Lightpath
Rachel Stack, CFO at Lightpath, discusses her move from a datacentre company back into a fibre company and future trends in…
Interview with Brouk Eshetu, vice president of global management, Coresite
Brouk Eshetu, VP of general management at CoreSite discusses emerging trends in the datacentre industry, including AI, power…
Interview with Sharif Metwalli, CFO of Vantage Data Centers
Sharif Metwalli, CFO of Vantage Data Centers, discusses Vantage's huge growth over the past year, including its DigitalBridge and…
Interview with Dagan Kasavana, Co-Founder and CEO, Phoenix Tower International
Dagan Kasavana, Co-founder and CEO at Phoenix Tower International (PTI), discusses the role of M&A…
Interview with Brian Stading, CEO at Lumos
Brian Stading, CEO at Lumos, discusses fibre growth opportunities across the US and the importance of the company's…
Interview with Suruchi Ahuja, CEO at Tillman Infrastructure
Suruchi Ahuja, CEO at Tillman Infrastructure, discusses the company's growth story, including its first bank debt deal completed…
Interview with Taylor Dixon, Senior Vice President at Datasite
Taylor Dixon, Senior Vice President at Datasite, discusses M&A activity in digital infrastructure and technology,…
Podcast - Ep. 9 – SMBC
Quynh Tran, Deputy Head of Structured Finance, Americas at SMBC and Matthew Lindgren, Executive Director of Private Placements,…
Interview with Thorsten Schönenberger, Member of the Board of Managing Directors, LBBW
Thorsten Schönenberger discusses opportunities in digital infrastructure and the current financing appetite.
Key…
Podcast - Ep. 8 – Raymond James
Allan Bertie, Head of European Investment Banking at Raymond James, discusses M&A trends in digital infrastructure and tech,…