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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?  
  • Chair

    Valtin Gallani
    Group Head, Digital Infrastructure, TMT Finance & Advisory, Americas
    Société Générale

  • Speaker

    Nirav Shah
    Partner
    EQT