Insight & Analysis
Thought-leaders and Experts in digital infrastructure & investment provide opinion and analysis on the opportunities and challenges in digital infrastructure investment.
Gravis launches digital infrastructure fund
Gravis Advisory Limited, a subsidiary of infrastructure and real estate investment specialist Gravis Capital Management Limited, has launched the VT Gravis Digital Infrastructure Income Fund (‘the Fund’) the firm’s fourth OEIC and a unique addition to its existing...
Diamond Communications to Acquire Melody Wireless Infrastructure For $1.625B
Diamond Communications LLC and Sculptor Capital Management, Inc. (NYSE: SCU) yesterday announced that they have entered into a definitive Stock Purchase Agreement to acquire Melody Wireless Infrastructure, Inc.(MWI). MWI is a private U.S. REIT that owns a portfolio of...
American Tower: Edge computing worth ‘billions of dollars annually’
Source: LightReading American Tower's CEO believes the edge computing market could eventually grow into an opportunity worth billions of dollars every year. And he said his company is well positioned to take advantage of that situation. "Given that our attractively...
Digital Alpha Announces Closing of Second Digital Infrastructure Fund at Over $1 Billion
Source: PR Newswire SAN FRANCISCO, April 20, 2021 /PRNewswire/ -- Digital Alpha Advisors ("Digital Alpha"), a leading digital infrastructure investment firm, today announced the closing of Digital Alpha Fund II, L.P. (the "Fund" or "Fund II"), over its initial hard...
Global X Which themes are set to be benefit from the US infrastructure plan?
Source: CMCMarkets.com In this article, Andrew Little, a research analyst at Global X, breaks down how the US infrastructure plan will stimulate certain themes and highlights the main beneficiaries. The long-awaited $2trn US infrastructure plan has arrived. On 31...
Telecom Biden targets $100B for universal broadband access in $2T plan
Source: Fierce Telecom U.S. President Joe Biden outlined a plan to allocate $100 billion to fund broadband improvements with the goal of achieving 100% coverage by 2030, as part of a newly unveiled $2 trillion infrastructure package. Among other things, the...
Fastly Stands At The Leading Edge Of Edge Computing
Source: Nasdaq Fastly, Inc. (FSLY) is literally at the leading edge of an emerging technology called edge computing, which promises to significantly improve the performance of many cloud-based applications such as online gaming and augmented reality. While the concept...
InfraTech SPAC Raises $250M in IPO, Plans Digital Infrastructure Deals
Source: Datacenter Frontier There’s a new public company shopping for a $1 billion acquisition of a digital infrastructure company. InterPrivate IV InfraTech Partners Inc. raised $250 million in its IPO Friday on the NASDAQ market, and will operate as a special...
Bluebird Network expands fiber access in Midwest to support 5G
Source: RCR Wireless News Bluebird will deploy fiber to over 500 cell towers Regional operator Bluebird Network plans to extend fiber access to more than 500 towers in order to support the expansion of 5G networks in a number of markets in Oklahoma, Missouri,...
HORIZON ACQUIRES INFINITY FIBER, LLC
Source: Horizon Connects COLUMBUS, Ohio – March 2, 2021 – Horizon has acquired Infinity Fiber, LLC, anchoring the continued expansion strategy into Indiana. The acquisition provides connectivity to multiple data centers in Indiana and augments Horizon’s existing fiber...
Digital Colony Swallows Boingo Wireless for $854 million
Source: Capacity Media Mobile infrastructure and wifi company Boingo Wireless is to become part of Digital Colony’s empire, which already includes FreshWave, Highline do Brasil and 50% of Zayo. The private investor said yesterday that it will pay US$854 million for...
The Wider View
Matt Vartabedian, a leading wireless and telecom industry analyst, offers insight on the industry and technology trends that impact investment, finance and capital markets. Matt Vartabedian Analyst IGRIf Prime: 5G Core by Thursday, RAN by Saturday April 22,...
Digital Infrastructure Sector M&A Heating Up as Pandemic Slows
Source: Lexology.com Carpenter Wellington PLLC February 23 2021 More investment cash is following into the digital infrastructure sector. Investors are eying new targets as the pandemic seems to be getting under control. The move shows that a new wave of...
Vantage Towers aims to be ‘5G superhost’
Source: TelecomTV Vantage Towers, Vodafone’s neutral host spin-off with near-term IPO plans, is positioning itself as a “5G superhost” that can support the specific connectivity needs of enterprise users as well as wireless service providers. “We remain focused on our...
Jennifer Fritzsche
Jennifer is Managing Director at Greenhill & Company. She focuses on the North American Communications Services & Infrastructure spaces. Prior to this role, Jennifer was as Managing Director and Senior Equity Analyst at Wells Fargo Securities for 25...
Triple Point returns with digital infrastructure IPO
Source: Investment Week UK Triple Point Investment Management is to launch a digital infrastructure-focused investment trust on the London Stock Exchange, hopeful of investor support despite the continuing pandemic. Digital 9 Infrastructure will invest in a range of...
Airtower Networks Secures Private Equity Funding from Lumerity Capital
Source: PR Web Airtower Networks, “One of The Fastest Growing Companies in America” (Inc. 500) and a leading wireless infrastructure provider, announced today that it has successfully closed on a round of new funding. The investment was made by Lumerity Capital, a...
Cordiant Capital to launch digital infrastructure investment trust
Source: InvestmentWeekUK Cordiant Capital has targeted a £300m raise for a digital infrastructure investment trust, as it looks to "capitalise on the surging growth in data consumption and traffic". The investment manager will look to issue up to 300 million ordinary...