Interview with Carlotta Giacché, Debt Capital Markets & Financing Strategy, Data4
Carlotta Giacché, Debt Capital Markets & Financing Strategy at Data4, discusses Data4’s recent StableCo stake sale, evolving financing structures across StableCo and GrowthCo models, shifting lender appetite in European datacentres, and key market trends ahead…
Interview with Klaus Hoelbling, EMEA Leader, Technology, Media & Telecommunications, Partner & Managing Director, AlixPartners
Klaus Hoelbling discusses his outlook on the European fibre market today, the performance indicators that differentiate assets for investors, why some fibre markets in Europe are facing more challenges than others and his predictions for the year ahead.Watch a…
Be the Baobab: Rethinking towerco value creation
Gayan Koralage, Director of Strategy at EDOTCO Group, explains how telecom infrastructure is evolving from fragmented connectivity assets into deeply integrated, full-stack digital platforms that combine connectivity, compute, and resilience within a single…
Interview with Tom Levine, Partner, Paul, Weiss
Tom Levine, Partner, Digital Infrastructure and Telecom, Paul, Weiss, discusses shifting investor sentiment in digital infrastructure, capital discipline, fibre consolidation trends and the outlook for dealmaking across European markets.Watch a snippet of the…
Exclusive insights on Brookfield’s live dual-track process for Csquare
Morgan Stanley and TD Securities are advising Brookfield Infrastructure on exit options for its retail and wholesale colocation datacentre platform Csquare, which is being marketed on projected EBITDA of around US$600m, according to sources. An IPO or sale are…
Ares ramps datacentre equity push with new hires
Ares Management is assembling a senior equity investment team to scale its digital infrastructure strategy in Europe, signalling a broader push to increase its datacentre exposure. TMT Finance has reported on three new hires for Ares since October 2025, inclu…
Interview with Jeremy Chelot, Group CEO, Netomnia, YouFibre and brsk
Jeremy Chelot highlights growth strategies in UK fibre, financing pressures across altnets, consolidation trends, and the outlook for fibre investors*.Watch a snippet of the conversation below or click here for the full video. In the full interview, Jeremy Ch…
Interview with Cédric Foray, Global and EMEIA Telecommunications Sector Leader, EY
Cédric Foray examines emerging deal hotspots, the recalibration of investor risk and capital strategies, and the next phase of European fibre consolidation.Watch a snippet of the conversation below or click here for the full video. In the full interview, Cédr…
Inside atNorth’s $4bn sale to CPPIB and Equinix
On 27 February, Partners Group announced it had agreed to sell Reykjavik-headquartered Nordic datacentre operator atNorth to a consortium of CPP Investments and Equinix, for US$4bn. Equinix and CPP Investments emerged victorious over the Digital Realty and PSP…
Podcast – Ep. 23 – Tillman Global Holdings
Sachit Ahuja, Co-President of Tillman Global Holdings, discusses how 2025 shaped TGH’s investment strategy and its outlook for 2026, including the private tower market, a growing focus on US fibre, and global datacentre development.