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 • 24 episodes
Deal Talks
Latest Episodes
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 US fibre consolidation outlook – 1...
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Season 1
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Episode 24
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17:44
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, and global datacentre development.<...
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Season 1
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Episode 23
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20:33
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 development across Europe and the US.
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Season 1
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Episode 22
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16:25
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 mission to shift the focus to Tier II markets. ...
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Season 1
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Episode 21
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26:26
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 gaps.Datacentre consolidation, strategic ...
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Season 1
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Episode 20
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19:28