Accelerating digital infrastructure investment strategies

Towers and connectivity leaders discuss what remains in the pipeline for 2025, and how supportive are the capital markets for remaining deals? Which markets appear the strongest? How will industry consolidation shake up competition? What can be learnt from successful delayering case studies?  

In the current macroeconomic environment, deal structures and the financing ecosystem are rapidly evolving, prompting new strategies and approaches. Across digital infrastructure, certain areas are seeing heightened activity, signaling where opportunities may lie, whilst private credit continues to play a significant role in the market, leading to shifts in how traditional lenders are responding to the changing landscape. New forms of financing are also emerging, including asset-backed securities (ABS), ESG-linked notes, and other innovative structures, reflecting a broader transformation in how deals are structured and financed. This panel will explore these trends and provide insights into the future of deal-making. 

With much of the available debt in the UK being hoovered up by those with the strongest rollout and customer numbers, capital availability continues to significantly impact UK altnets. In a rash to become cash flow positive, how are operators implementing new strategies to stay afloat amidst the difficult conditions, and which are working? This panel will hear from altnets on scaling back their build, focusing capital on winning customers, or strategic M&A plays.  How will the Telecoms Access Review (TAR) impact pricing for the altnets? Will the UK government have an increased view on M&A?