Sarah Overbaugh, CFO of Metronet, and Rising Star winner at the TMT M&A Awards USA 2024, discusses her career journey, insights into Metronet’s recent partnership with T-Mobile and KKR, new financing strategies, and the future of fibre broadband.  

Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre market, including its recent acquisition of IPI Partners, Blue Owl’s pipeline and future investment strategy. 

Quynh Tran, deputy head of Structured Finance, Americas at SMBC and Matthew Lindgren, executive director of Private Placements, Americas at SMBC discuss the datacentre US private placement market, including the execution of the first deal in the sector, challenges, opportunities and pipeline predictions. 

Allan Bertie, head of European investment banking, discusses M&A trends in digital infrastructure and technology, including emerging deal opportunities, valuations and pipeline predictions.

Can we expect a return of large US telecom tower deals in 2024? Jennifer Fritzsche, co-head of North American Telecom and Digital Infrastructure at Greenhill & co, discusses the telecom tower market including M&A and dealmaking opportunities across the Americas region and the key themes impacting industry players in 2024.

Richard Lukaj and James Henry, Senior MDs and Co-Founders at Bank Street Group, discuss the US fibre market, including the strengths and strains posed by current market conditions, as well as opportunities for investors, financiers and operators. 

Simon Walsh, CEO of UK software giant OneAdvanced, discusses the company’s PE shareholder structure, five-year growth plans, and the impact of AI on software business models. 

Raj Anubhav, CFO of Aligned, discusses the opportunities around the burgeoning ABS market in the US, deep diving into the benefits and challenges of ABS versus other models, and some of the innovative bi-lateral structures being employed. 

Ajit Pai, partner at Searchlight Capital and former Federal Communications Commission chairman, discusses opportunities around upcoming BEAD funding, the US broadband M&A landscape and regulatory changes to watch, including the return of net neutrality rules.

Dagan Kasavana, Founder and CEO of Phoenix Tower International, discusses the firm's recent Cellnex Ireland deal, global acquisition opportunities, and emerging trends in the towerco sector.