
Deal Talks
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.
Podcasting since 2024 • 18 episodes
Deal Talks
Latest Episodes
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 motivations behind their formation, and potential ...
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Season 1
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Episode 18
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26:45

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 planned projects and financing plans.
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Season 1
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Episode 17
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25:11

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, evolving debt financing structures and Blue ...
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Season 1
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Episode 16
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15:39

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
