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Agenda - Day 2
12:30
Digital Infrastructure M&A Leaders: The Next Phase of Digital Infrastructure Transactions
- Examining the key drivers of M&A across digital infrastructure, from AI-fuelled datacenter demand to fiber expansion and wireless convergence
- Analysing how interest rate shifts and capital constraints are reshaping deal-making strategies in hyperscale DCs, broadband, and enterprise fiber
- Exploring the role of consolidation in fiber markets: Will scale, regional proximity, or bundling strategies determine the next wave of acquisitions?
- Assessing the future of strategic and financial buyers in digital infrastructure M&A: Who will be the dominant acquirers, and what assets will be most in demand?
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Chair
Valtin Gallani
Group Head, Digital Infrastructure, TMT Finance & Advisory, Americas
Société Générale -
Speaker
Nirav Shah
Partner
EQT