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.  

Tomas  Gärdfors, partner at Baker Botts, discusses the evolving relationship between datacentres and the energy transition, including power constraints, financing models and timelines for change.