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Deal Talks

TMT Finance

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... more

PublishesMonthlyEpisodes24Founded2 years ago
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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.

• Oak Hill’s US fibre consolidation outlook – 1:38 

• Lessons... more

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.

• US tower marke... more

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. 

• The JV pa... more

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. 

• Identifyin... more

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 investor invol... more

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 platforms.

• Snowhawk and CleanArc’s paths since incep... more

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 risks.... more

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. 

• What differen... more

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Deal Talks launched 2 years ago and published 24 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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