TMT Deal Talks
Essential listening for dealmakers active in Digital Infrastructure and Technology investment, TMT 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.
TMT 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.
TMT 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.
Episodes
15 episodes
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
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. Randy won the CEO of the Year Award at the TMT M&A Awards ...
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Season 1
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Episode 15
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24:42
Klaus Hoelbling, TMT Partner and Managing Director at consultancy AlixPartners, discusses the nature of the German and wider European fibre market for 2025
Klaus Hoelbling, TMT Partner and Managing Director at consultancy AlixPartners, discusses the nature of the German and wider European fibre market for 2025, including obstacles and the importance of the state’s involvement in supporting new rol...
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Season 1
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Episode 14
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12:12
Dwayne Gibson-White, EY-Parthenon Digital Infrastructure, discusses power allocation, hybrid financing solutions and diversification of M&A activity within digital infra
Dwayne Gibson-White is part of the EY-Parthenon Digital Infrastructure team. He discusses power allocation, hybrid financing solutions and diversification of M&A activity within the digital infrastructure space as well as credit case compar...
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Season 1
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Episode 13
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14:33
Robert A. Yu, CFO at Philippine broadband operator Converge ICT Solutions, discusses the challenges and opportunities transforming the fibre landscape in the Philippines
Robert A. Yu, CFO at Philippine broadband operator Converge ICT Solutions, discusses the challenges and opportunities transforming the fibre landscape in the Philippines, including how to overcome barriers to network expansion, monetisation str...
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Season 1
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Episode 12
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27:53
Sarah Overbaugh, CFO of Metronet discusses the recent partnership with T-Mobile and KKR, new financing strategies, and the future of fibre broadband.
Sarah Overbaugh, CFO of Metronet, and Rising Star winner at the TMT M&A Awards USA 2024, discusses her career journey, insights into Metronet’s recent partnership with T-Mobile and KKR, new financing strategies, and the future of fibre broa...
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Season 1
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Episode 11
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18:37
Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre market.
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.
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Season 1
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Episode 10
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16:00
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.
Quynh Tran, deputy head of Structured Finance, Americas at SMBC and Matthew Lindgren, executive director of Private Placements, Americas at SMBC discuss the datacentre US private placement market, including the execution of the first deal in th...
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Season 1
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Episode 9
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23:05
Allan Bertie, head of European investment banking at Raymond James, discusses M&A trends in digital infrastructure and technology.
Allan Bertie, head of European investment banking, discusses M&A trends in digital infrastructure and technology, including emerging deal opportunities, valuations and pipeline predictions.
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Season 1
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Episode 8
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7:55
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
Can we expect a return of large US telecom tower deals in 2024? Jennifer Fritzsche, co-head of North American Telecom and Digital Infrastructure at Greenhill & co, discusses the telecom tower market including M&A and dealmaking opportun...
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Season 1
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Episode 7
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15:32
Bank Street Group’s Richard Lukaj and James Henry outline the state-of-play in the US fibre market
Richard Lukaj and James Henry, Senior MDs and Co-Founders at Bank Street Group, discuss the US fibre market, including the strengths and strains posed by current market conditions, as well as opportunities for investors, financiers and operator...
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Season 1
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Episode 6
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34:08
OneAdvanced CEO, Simon Walsh, discusses the impact of AI on software business models, plus growth plans under the company’s PE owners
Simon Walsh, CEO of UK software giant OneAdvanced, discusses the company’s PE shareholder structure, five-year growth plans, and the impact of AI on software business models.
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Season 1
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Episode 5
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26:48
Aligned Data Centers’ Raj Anubhav discusses the growing ABS market for US datacentres
Raj Anubhav, CFO of 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. ...
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Season 1
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Episode 4
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19:27
Searchlight Capital’s Ajit Pai discusses US broadband investment opportunities and bridging the digital divide
Ajit Pai, partner at Searchlight Capital and former Federal Communications Commission chairman, discusses opportunities around upcoming BEAD funding, the US broadband M&A landscape and regulatory changes to watch, including the return of ne...
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Season 1
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Episode 3
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30:24
Phoenix Tower's Dagan Kasavana talks acquisition opportunities and towerco evolution strategies
Dagan Kasavana, Founder and CEO of Phoenix Tower International, discusses the firm's recent Cellnex Ireland deal, global acquisition opportunities, and emerging trends in the towerco sector.
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Season 1
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Episode 2
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28:08
Baker Botts’ Tomas Gärdfors talks datacentre energy transition and financing models
Tomas Gärdfors, partner at Baker Botts, discusses the evolving relationship between datacentres and the energy transition, including power constraints, financing models and timelines for change.
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Season 1
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Episode 1
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14:36