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 fibre.
- From datacentre company to fibre company – key synergies - 0.44
- Stack’s vision for Lightpath - 1.30
- The role of strategic M&A vs organic growth - 2.12
- How has M&A changed the fibre landscape and Lightpath’s role in it - 5.54
- Predictions for the US fibre market and emerging trends - 6.59
Interview with Brouk Eshetu, Vice President of General Management, Coresite
Brouk Eshetu, VP of general management at CoreSite discusses emerging trends in the datacentre industry, including AI, power, technology, and financing structures.
- CoreSite's growth and capital deployment strategy - 01:16
- The rationale behind recent DevCo JV and future financing strategies - 02:38
- The impact of AI on datacentres - 03:50
- Prominent new technologies in the datacentre industry - 05:27
- CoreSite's approach to power constraints - 07:16
- Near-term growth plans - 09 :35
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 Silver Lake deal, the increasing need for access to capital across a diversified capital stack, and noise around IPOs in the US datacentre space.
- DigitalBridge and Silver Lake deal deep dive - 01:40
- Significance of tech-focused equity partners - 03:30
- Utilising yieldco and devco structures - 04:47
- Greenfield expansion and capital markets - 06:09
- IPOs and their place in the DC market going forward - 08:08
- Anticipated trends for 2025 - 10:45
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 in PTI’s growth strategy, and the future of wireless infrastructure.
- PTI's long-term vision for growth, geographically and in service offerings - 0.49
- The role of M&A in PTI’s growth strategy - 4.23
- Expanding tower asset footprints and its challenges - 6.28
- What worked well: the acquisition of Cellnex Ireland and the build to suit deal with Iliad in Italy - 10.32
- Expansion and new markets - 12.04
- Future of the wireless infrastructure landscape - 14.46
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 this year, as well as trends in valuation multiples and carrier strategies in the US tower market in 2024 and what can be anticipated from 2025.
- Background story on Tillman Infrastructure and where it is today - 00.17
- Trends around private and public tower valuation multiples - 03:11
- Carrier strategies and expected spending over next 12 months - 04:05
- Tillman Infrastructure's project financing deal - 05:21
- Diversification of investment - 06:36
- Anticipated trends for 2025 - 07:31
Interview with Brian Stading, CEO at Lumos
Key highlights include:
- Current state of the US fibre market - 0.28
- The road to Lumos and T-Mobile’s partnership - 1.00
- Growth opportunities in the US - 1.41
- How large cap M&A is shaping the industry - 3.25
- Lumos’ key strategic priorities - 4.03
- Key US fibre trends - 7.36
Interview with Taylor Dixon, Senior Vice President at Datasite
Key highlights include:
- Deal activity in the TMT sector and investment opportunities, including AI – 01:02
- How much of a rebound in M&A activity are we seeing in the US? – 02:20
- Impact of shift in interest rates on deal activity – 04:23
- How AI will impact due diligence and M&A more broadly – 06:18
- Anticipations for the next wave of deals – 12:09
- Availability and impact of private credit – 15:15
Telecoms M&A Americas Outlook Q1 2024
Key highlights include:
- Americas Telecoms deal value and volume in Q1 highest since 2021
- Datacenters most active vertical with a 29% share of Q1 deals
- Financial sponsor activity in Telecoms rose by 29.6% in Q1-24 vs Q1-23
Morrison & Co - why vertical software is the big infra opportunity
- FiberLight- the 'classic' Morrison acquisition – 1:25
- Expansion opportunities in US fibre – 2:34
- Advantages of open access models – 4:16
- Why Morrison is actively seeking datacentre investments -7:59
- Infratil, Console Connect and infratech opportunities – 10:10
- Infra fund interest in vertical software companies - 12:25
Tillman Digital Cities: Expectations for dealmaking in DAS and in-building
- Tillman Digital Cities (TDC) core focus and strategy - 0:17
- How has TDC grown in the past few years? - 1:07
- Organic growth and expansion plans - 2:32
- Expectations for dealmaking in in-building and DAS - 5:04
- TDC revenue growth goals in 2024 and beyond - 6:13
- What makes TDC’s offering unique? - 7:42
Stonepeak: Digital Investment Strategy
- Stonepeak in 2023 and the shape of the digital infra industry - 0:35
- The firm’s view on datacentres - 1:45
- Opportunities in telecom towers - 3:18
- The direction of the US fibre market - 4:23
- A look at Stonepeak’s investment strategy - 5:45
- What the next year will bring for the firm - 6:41
Aligned: Generative AI fueling demand and impacting power demands
- Aligned growth story so far
- Melding visions with equity investors Mubadala and MAM
- Impact of depth and breadth of capital
- New market opportunities for ODATA in Latin America
- Rethinking the approach to sustainability
- Generative AI fueling demand and impacting power demands
CyrusOne: How ESG has impacted business models and ideas
- First few months as CIO
- KKR/GIP take private of CyrusOne, how the companies have melded and what CyrusOne’s uniqueness is
- Business adjustments made for AI demand and how CyrusOne stays ahead of rivals
- Rational behind entrance to the Japan market and CyrusOne’s future plans
- How ESG has impacted business models and ideas
- Access to power vs sustainability
Cologix: Demand for AI and Edge-AI shaping business models
- Impact of Cologix’s 2022 recapitalisation
- Pros and cons of ABS financing
- Demand for AI and Edge-AI shaping business models
- Where are the opportunities for growth for Cologix
- Influence of ESG on Cologix’s strategy
- High interest rates shaping the market
Greenhill & Co: Subsectors to watch in 2024
What Mizuho's acquisition means for Greenhill
Digital infra M&A trends of 2023
Subsectors to watch in 2024
Trends driving datacentre demand
Consolidation expected in inbuilding and DAS space
US FTTH M&A outlook
Americas tower deals pipeline
Opportunities beyond traditional digital infra vertical
8 Key Takeaways from TMT M&A Forum USA 2023
From AI-driven tailwinds in the data center market, to ABS financing trends and open-access fiber JV models, our Editorial Review of TMT M&A Forum USA 2023 brings together eight key takeaways and talking points from the event.
Download today to find out more.
Tillman discusses global digital infra investment strategies
President of Tillman Global Holdings, Sachit Ahuja, discusses investment opportunities in global digital infra, in this exclusive interview with TMT Finance.
Key discussion points include:
- Building scale in the US towers market, opportunities in Europe
Opportunities in small cell, DAS and in-building
Investing for the long-term and assessing new verticals
Bank Street discusses M&A pipeline
Richard S.Lukaj, Senior MD, Bank Street Group, discusses the deal pipeline for 2023/2024 in this exclusive interview with TMT Finance
Key discussion points:
How the macro environment is affecting deal flow
Valuation evolutions across different digital infrastructure sectors
Hold time period considerations within fiber verticals
Lazard Global Co-Head discusses M&A deal pipeline
Garrett Baker discusses overarching themes in digital infrastructure and more in this exclusive interview with TMT Finance.
Key discussion points include:
Expanding Lazard’s TME team & mid market deal focus
Overarching themes in digital infrastructure in 2022
Evolution of valuations
