Deal Talks
By TMT Finance
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Category: Business
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Episodes: 25
Description
Essential listening for dealmakers active in Digital Infrastructure, Deal Talks features leading voices from across the industry and capital stack on the hottest themes in the market, including what's driving M&A, how valuations are changing and what impact AI and energy transition are having on investment strategies.
Deal Talks is brought to you by TMT Finance, the only sector-dedicated provider of M&A and financing proprietary intelligence and data for the industry.
| Episode | Date |
|---|---|
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Krzysztof Wróbel, CFO at Światłowód Inwestycje, discusses Poland's fibre financing and consolidation landscape, key lender priorities, and S-I's rollout and M&A strategy
|
May 18, 2026 |
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Scott Baker, Managing Partner at Oak Hill Capital, discusses US fibre consolidation, how new pools of capital are reshaping the market, and where Oak Hill sees the greatest opportunities
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Feb 18, 2026 |
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Sachit Ahuja, Co-President of Tillman Global Holdings, discusses investment strategy across private towers, US fibre and global datacentres in 2025 and the outlook for 2026
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Jan 22, 2026 |
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Simon McCormick, CCO of Echelon Data Centres, discusses models of collaboration between datacentres and utilities across Europe and the US
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Oct 29, 2025 |
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Emmanuel Becker, CEO of Mediterra DataCenters, discusses the crucial importance of colocation datacentres in Southern Europe and beyond, M&A opportunities and integration
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Sep 30, 2025 |
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Jake Robson, Co-Shareholder at Greenberg Traurig, discusses datacentre consolidation & private credit as alternative funding
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Sep 03, 2025 |
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Brian McMullen and James Trout discuss Snowhawk and CleanArc’s partnership and future-proof datacentre platforms
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Aug 05, 2025 |
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Julian Cunningham-Day and Rich Jones, Partners at Linklaters, discuss deal trends in the European fixed line and fibre NetCo space
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Jul 16, 2025 |
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Uzi Hadar, CFO at EdgeCloudLink (ECL), discusses hydrogen-powered, modular datacentres
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Jun 25, 2025 |
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Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies
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May 06, 2025 |
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Randy Brouckman, CEO of EdgeConneX, a global datacentre provider, discusses market expansion plans, investment structures, plus what it takes to manage a global datacentre platform
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Apr 15, 2025 |
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Klaus Hoelbling, TMT Partner and Managing Director at consultancy AlixPartners, discusses the nature of the German and wider European fibre market for 2025
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Mar 14, 2025 |
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Dwayne Gibson-White, EY-Parthenon Digital Infrastructure, discusses power allocation, hybrid financing solutions and diversification of M&A activity within digital infra
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Feb 14, 2025 |
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Robert A. Yu, CFO at Philippine broadband operator Converge ICT Solutions, discusses the challenges and opportunities transforming the fibre landscape in the Philippines
|
Jan 08, 2025 |
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Sarah Overbaugh, CFO of Metronet discusses the recent partnership with T-Mobile and KKR, new financing strategies, and the future of fibre broadband.
|
Dec 04, 2024 |
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Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre market.
|
Nov 12, 2024 |
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Quynh Tran, deputy head of Structured Finance, Americas at SMBC and Matthew Lindgren, executive director of Private Placements, Americas at SMBC discuss the first datacentre US private placement deal and the emerging datacentre USPP market.
|
Sep 12, 2024 |
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Allan Bertie, head of European investment banking at Raymond James, discusses M&A trends in digital infrastructure and technology.
|
Aug 28, 2024 |
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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
|
Aug 14, 2024 |
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Bank Street Group’s Richard Lukaj and James Henry outline the state-of-play in the US fibre market
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Jul 17, 2024 |
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OneAdvanced CEO, Simon Walsh, discusses the impact of AI on software business models, plus growth plans under the company’s PE owners
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Jun 20, 2024 |
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Aligned Data Centers’ Raj Anubhav discusses the growing ABS market for US datacentres
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May 20, 2024 |
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Searchlight Capital’s Ajit Pai discusses US broadband investment opportunities and bridging the digital divide
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Apr 29, 2024 |
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Phoenix Tower's Dagan Kasavana talks acquisition opportunities and towerco evolution strategies
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Apr 03, 2024 |
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Baker Botts’ Tomas Gärdfors talks datacentre energy transition and financing models
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Feb 28, 2024 |