TMT Deal Talks

Total duration:5 h 14 min

	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	TMT Deal Talks	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	TMT Deal Talks	12:12
	Dwayne Gibson-White, EY-Parthenon Digital Infrastructure, discusses power allocation, hybrid financing solutions and diversification of M&A activity within digital infra	TMT Deal Talks	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	TMT Deal Talks	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.	TMT Deal Talks	18:37
	Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre market.	TMT Deal Talks	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	TMT Deal Talks	23:05
	Allan Bertie, head of European investment banking at Raymond James, discusses M&A trends in digital infrastructure and technology.	TMT Deal Talks	07:55
	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	TMT Deal Talks	15:32
	Bank Street Group’s Richard Lukaj and James Henry outline the state-of-play in the US fibre market	TMT Deal Talks	34:08
	OneAdvanced CEO, Simon Walsh, discusses the impact of AI on software business models, plus growth plans under the company’s PE owners	TMT Deal Talks	26:48
	Aligned Data Centers’ Raj Anubhav discusses the growing ABS market for US datacentres	TMT Deal Talks	19:27
	Searchlight Capital’s Ajit Pai discusses US broadband investment opportunities and bridging the digital divide	TMT Deal Talks	30:24
	Phoenix Tower's Dagan Kasavana talks acquisition opportunities and towerco evolution strategies	TMT Deal Talks	28:08
	Baker Botts’ Tomas Gärdfors talks datacentre energy transition and financing models	TMT Deal Talks	14:36