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.
Deal Talks
Latest Episodes
Jim Ryan, SVP and CSO at Liberty Global, discusses European telecom consolidation, Liberty Global's capital allocation strategy, and opportunities in funding network upgrades
Jim Ryan, SVP and CSO at Liberty Global, discusses the company's capital allocation priorities, the wave of European telecom consolidation and M&A, the rationale behind the UPC Slovakia sale, and emerging network funding opportunities tied ...
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 the company’s fibre rollout and M&A strateg...
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...
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.<...
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.