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Agenda - Day 1

10:25

M&A Leaders: What's Driving the Next Wave of Transactions in Digital Infrastructure ?

  • How is AI infrastructure reshaping acquisition strategies, and what role will hyperscalers now play in industry consolidation?
  • What will the next wave of US FTTH consolidation look like? 
  • With many DC operators overleveraged, how are investors structuring deals using securitisations, private credit and IPO strategies?
  • What were some of the biggest M&A deals of 2025 and how have those impacted market dynamics and competition? What is the M&A outlook across different digital infrastructure verticals in 2026 and beyond? 

  • Chair

    Shawn Ronda
    Shareholder
    Greenberg Traurig

  • Speaker

    Andrew Thomas
    Senior Managing Director
    Stonepeak

  • Speaker

    Todd Holder
    Managing Director, Global Head of Infrastructure M&A
    TD Securities

  • Speaker

    Andrej Danis
    Partner and Managing Director
    AlixPartners

  • Speaker

    Michael Borchetta
    Managing Director
    Harrison Street