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 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…
Interview with Dr Ben Happel, Altman Solon
Key deal drivers in APAC TMT in 2024- 0:27
Network sharing and RAN netco joint ventures in Singapore, Hong Kong and Australia -…
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…
TMT M&A Global Review Q1-24 and Outlook
Our report 'TMT M&A Global Review Q1-24 and Outlook’ is now available.
Despite economic and geopolitical challenges, Q1-24…
Interview with Matthew Hemmings, MD, Fibre and Network, Openreach
Key discussion points include:
Future-proofing Openreach’s network - 0:48
Rolling out fibre to 25 million premises 1:43…
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…
Interview with Greg Mesch, CEO, CityFibre
Key discussion points include:
How the digital infrastructure investor landscape is changing – 1:53
How…
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…