In episode #8 of TMT Deal Talks podcast Allan Bertie, head of European investment banking, discusses M&A trends in digital infrastructure and technology, including emerging deal opportunities, valuations and pipeline predictions.
Episode #7 Jennifer Fritzsche, co-head of North American Telecom and Digital Infrastructure at Greenhill & co, discusses US telecom tower M&A opportunities and the themes impacting key industry players.
Episode #6 Bank Street Group’s Richard Lukaj and James Henry outline the state-of-play in the US fibre market
Episode#5 OneAdvanced CEO, Simon Walsh, talks about the impact of AI on software business models, plus growth plans under the company’s PE owners.
Episode #4 Aligned Data Centers’ Raj Anubhav discusses advantages of, and headwinds faced by the ABS market in the US for datacentres.
Episode #3 Searchlight Capital’s Ajit Pai talks broadband investment opportunities
Episode #2 Phoenix Tower's Dagan Kasavana talks acquisition opportunities and towerco evolution strategies
Episode #1 Baker Botts’ Tomas Gärdfors talks datacentre energy transition and financing models.