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About This Podcast
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.
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Recent Episodes
S1E25 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
Krzysztof Wróbel, CFO and Management Board Member at Światłowód Inwestycje (S-I), discusses fibre financing and consolidation in Poland, key lender priorities, monetisation and take-up trends, and…
S1E24 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
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.Oak Hill’s…
S1E23 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
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,…
S1E22 Simon McCormick, CCO of Echelon Data Centres, discusses models of collaboration between datacentres and utilities across Europe and the US
Simon McCormick, CCO of Echelon Data Centres, discusses how the dynamics between datacentres and utility companies are evolving in line with the changing risk-return profile of greenfield datacentre…
S1E21 Emmanuel Becker, CEO of Mediterra DataCenters, discusses the crucial importance of colocation datacentres in Southern Europe and beyond, M&A opportunities and integration
Emmanuel Becker, CEO of Mediterra DataCenters, discusses the importance of colocation datacentres in Southern Europe and beyond, integrating acquired assets, new M&A opportunities, and his…
S1E20 Jake Robson, Co-Shareholder at Greenberg Traurig, discusses datacentre consolidation & private credit as alternative funding
Jake Robson, Co-Shareholder at Greenberg Traurig, discusses datacentre consolidation, private credit as alternative funding, and navigating geopolitical challenges, sustainability and talent…
Brian McMullen and James Trout discuss Snowhawk and CleanArc’s partnership and future-proof datacentre platforms
Brian McMullen, Managing Partner & Co-Founder of Snowhawk and James Trout, CEO of CleanArc, discuss their partnership and what capital foundations are essential to create future-proof datacentre…
S1E18 Julian Cunningham-Day and Rich Jones, Partners at Linklaters, discuss deal trends in the European fixed line and fibre NetCo space
Julian Cunningham-Day and Rich Jones, Partners at Linklaters, discuss deal trends in the European fixed line and fibre NetCo space, including what it takes to create a NetCo, the current market…
S1E17 Uzi Hadar, CFO at EdgeCloudLink (ECL), discusses hydrogen-powered, modular datacentres
Uzi Hadar, CFO at EdgeCloudLink (ECL), the first fully off-grid, hydrogen-powered, modular datacentre-as-a-service provider, discusses the company's sustainability solutions for datacentres, its…
S1E16 Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies
Blue Owl's Head of Digital Infrastructure and Founder of IPI Partners Matt A'Hearn discusses current US Datacentre market risks and investment strategies. Matt talks all things power, site selection,…
S1E15 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…
S1E14 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…
S1E13 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…
S1E12 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…
S1E11 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…
S1E10 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…
S1E9 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,…
S1E8 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.
S1E7 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…
S1E6 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…
Frequently Asked Questions
Deal Talks has published 25 episodes since February 2024, covering topics in Business.
Deal Talks is currently highly active with new episodes monthly. Average episode length is 21m.
