Digital Infra Investment Review Q1 2025
Our Q1 Digital Infra Investment Review is now available. Global M&A value rose to US$118.9bn in Q1 2025, up YoY from US$88.8bn, despite a fall to 527 deals from 771, highlighting a trend toward fewer, but higher-value, deals. A further 921 are in the pipeline…
Podcast – Ep. 13 – EY-Parthenon
#13 EY-Parthenon Digital Infrastructure Partner Dwayne Gibson-White discusses power and options for hybrid financing solutions
Interview with Thibault Sauvage, Senior Director, Infrastructure Financing, CDPQ
CDPQ’s Senior Director of Infrastructure Financing, Thibault Sauvage, discusses key 2024 highlights for the infrastructure investor, including the structure and process behind Vantage’s E750m HoldCo debt package and speaks to what can be expected from 2025, pl…
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…
Navigating Global Growth in Data Centres: Riding the AI Wave
Navigating Global Growth in Data Centres: Riding the AI Wave, developed in collaboration with DLA Piper, is now available. This comprehensive report uncovers the key trends shaping the future of the data centre industry: M&A on the rise: Financial sponsor acqu…
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…
Interview with Thorsten Schönenberger, Member of the Board of Managing Directors, LBBW
Thorsten Schönenberger discusses opportunities in digital infrastructure and the current financing appetite. Key discussion points include: Opportunities with digital infrastructure – 03.40 Backlog of deals and financing future connectivity demands – 06:20 C…
Podcast – Ep. 8 – Raymond James
Allan Bertie, Head of European Investment Banking at Raymond James, discusses M&A trends in digital infrastructure and tech, including emerging deal opportunities, valuations and pipeline predictions. Sign up to be notified about our next podcast. About A…
Podcast – Ep. 4 – Aligned Data Centers
Raj Anubhav, CFO at Aligned, discusses the opportunities around the burgeoning ABS market in the US, deep diving into the benefits and challenges of ABS versus other models, and some of the innovative bi-lateral structures being employed. Episode #4 Aligned…
Interview with Matt Evans, Head of Europe, DigitalBridge
Matt Evans, Head of Europe, DigitalBridge, discusses M&A pipeline across digital infrastructure in this exclusive interview with TMT Finance. Key discussion points include: Pipeline across digital infrastructure subsectors – 00.50 Macro impact on assets and d…