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26 episodios

Jim Ryan, SVP and CSO at Liberty Global, discusses European telecom consolidation, Liberty Global's capital allocation strategy, and opportunities in funding network upgrades
17/06/2026 | 9 min
Jim Ryan, SVP and CSO at Liberty Global, discusses the company's capital allocation priorities, the wave of European telecom consolidation and M&A, the rationale behind the UPC Slovakia sale, and emerging network funding opportunities tied to AI and data center demand.
Liberty Global strategy and capital allocation – 00:34
European connectivity opportunities – 01:30
Portfolio focus after UPC Slovakia sale – 02:53
Defining a “good exit” in smaller markets – 03:40
Regulation and European consolidation – 04:45
Funding network upgrades: opportunities and constraints – 06:28
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
18/05/2026 | 22 min
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 – 1:02
What lenders value in fibre operators – 3:03
S-I’s rollout and acquisition strategy – 5:37
Key risks and success metrics in fibre M&A – 10:11
Consolidation trends shaping Polish fibre – 12:53
Copper switch-off and fibre’s strategic importance - 16:46
The next phase of fibre market growth – 19:36
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
18/02/2026 | 17 min
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 pools of capital in the fibre market – 13:39
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
22/01/2026 | 20 min
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 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 defining edge assets (11:45)
Energy transition as a standalone investment opportunity (14:07)
Simon McCormick, CCO of Echelon Data Centres, discusses models of collaboration between datacentres and utilities across Europe and the US
29/10/2025 | 16 min
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 partnership between Echelon and Iberdrola - 00:50
American/European approaches to the datacentre-utility-investor paradigm - 2:35
Risk perceptions and impact on traditional developer-led models - 5:20
Why Spain works; will the JV model work elsewhere? - 9:37
The Madrid-Sur project and future scalability - 13:05

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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 of M&A and financing proprietary intelligence and data for the industry.

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