Interview with Dwayne Gibson-White, Partner, Digital Infrastructure, EY Parthenon
Dwayne Gibson-White, Partner, Digital Infrastructure at EY-Parthenon discusses power allocation, hybrid financing solutions and diversification of M&A activity within the digital infrastructure space and credit case comparisons between fibre and datacentre inv…
Podcast – Ep. 11 – Metronet
#11 Metronet CFO Sarah Overbaugh discusses US fibre investment strategies
Podcast – Ep. 10 – Blue Owl Capital
Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre market, including its recent acquisition of IPI Partners, Blue Owl’s pipeline and future investment strategy. Sign up to be notifi…
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…
Interview with Brouk Eshetu, vice president of global 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 a…
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 da…
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…
Interview with Brian Stading, CEO at Lumos
Brian Stading, CEO at Lumos, discusses fibre growth opportunities across the US and the importance of the company’s partnership with T-Mobile Current state of the US fibre market 0.28 The road to Lumos and T-Mobile’s partnership 1.00 Growth opportunities…
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 anticipat…
Interview with Taylor Dixon, Senior Vice President at Datasite
Taylor Dixon, Senior Vice President at Datasite, discusses M&A activity in digital infrastructure and technology, the impact of AI on DD and M&A processes, and Datasite’s product offering and anticipated trends for the upcoming year. Deal activity in the TMT…