Resources

Robert HuangMorrison & Co discusses Fibre Investment Opportunities in USA

  • 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

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SherAfgan Mehboob, Tillman Digital CitiesTillman 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

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Interview with Andrew Thomas, StonepeakStonepeak: 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

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Anubhav Raj, AlignedAligned: 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

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Fran Federman, CyrusOneCyrusOne: 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

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Rachel Stack, CologixCologix: 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

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Interview with Jennifer Fritzsche

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

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TMT M&A Forum USA 2023 Key Takeaways8 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.

Download the Review

 

 

 

Interview with Sachit Ahuja, President of Tillman Global HoldingsTillman 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

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Bank Street Group InterviewBank 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

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Interview Garrett Baker, Global Co-Head of Telecom, Media & Entertainment, LazardLazard 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  

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