Panel: Colo deal momentum – which assets will trade and who will buy them?

27 Jan 2027
Spotlight Stage
M&A , Datacentre

Regional colocation datacentres are moving up the European transaction agenda, with a healthy pipeline of live and expected processes. Beyond headline capacity, potential suitors are looking to test whether enterprise and cloud demand, interconnection strength and consolidation opportunities can support scalable platform strategies. As more assets come to market, what will determine whether processes ultimately translate into completed deals? This session will explore:

  • What is bringing assets to market? Sponsor exits, portfolio rationalisations, growth capital requirements or a wider strategy shift?
  • Are buyers paying for existing cashflow, connectivity and market positions, or underwriting future expansion and potential to capture some AI demand?
  • Which characteristics are the strongest determinators of high valuations?
  • Why are some processes proving difficult to execute?
  • Will the current pipeline create new, scaled regional champions?
Moderator
Christoffer Stone
Christoffer Stone, Director - EY Parthenon
Speakers
Danny Vitas
Danny Vitas, Principal, EMEA Telecom Infra Lead - Apollo Global Management
Dennis Bergfeld
Dennis Bergfeld, CFO - firstcolo
Douglas Medrisch
Douglas Medrisch, Energy & Data Centers Business – Director - MasOrange