TMT Deal Talks
Claim This Podcastby TMT Finance
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Podcast Overview
<p>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. <br><br></p><p>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. </p>
Language
🇺🇲
Publishing Since
2/28/2024
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Recent Episodes
May 18, 2026
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 strategy. S-I’s landmark fibre refinancing – 1:02What lenders value in fibre operators – 3:03S-I’s rollout and acquisition strategy – 5:37Key risks and success metrics in fibre M&A – 10:11Consolidation trends shaping Polish fibre – 12:53Copper switch-off a...
February 18, 2026
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 – 1:38 Lessons from scaling Metronet into a major FTTH platform – 3:47 Build vs buy market dynamics – 6:01 Bolt-on acquisition strategies – 8:07 Regional consolidation strategy – 9:31 Assessing the next phase of consolidation – 12:46 New...
January 22, 2026
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. Topics include: US tower market outlook for 2026 (0:46)Build-to-suit yields in the private tower market (4:10)Market shifts toward longer hold periods and patient capital (6:34)Expanding focus on fibre and open-access fibre (8:48)Entry into datacentres and definin...
25 total episodes available
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Frequently asked questions
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- What is TMT Deal Talks?
<p>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. <br><br></p><p>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. </p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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