The debt-financing landscape for telecoms and digital infrastructure is at a pivotal moment. A large amount of debt is reaching maturity, and the associated assets are moving from deployment to operational phases. Borrowers in need of refinancing are returning to capital markets, but lenders and borrowers must grapple with heightened scrutiny and a tightening focus on performance, scale and resilience.
Our four expert videos and concise summaries, taken from our recent debt-financing breakfast briefing, offer insights into the commercial and technical factors shaping digital infrastructure lending today, including:
- how lenders should assess different data-centre business models
- the implications of 4:3 mobile consolidation for lenders
- financing satellite and space assets
- the FTTP tipping point: ‘refi or die’.
Speakers
Sylvain Loizeau
Principal, expert in telecoms strategy and regulation
Charles Murray
Partner, expert in transaction services
Antoine Grenier
Partner, space and satellite, Consulting lead