Panel: What are the deal drivers and aggregation opportunities in a bullish tower market?

06 Oct 2026
Spotlight Stage
M&A , Tower & Wireless
  • Amid public and private tower market divergence, where is value created today? And what capital structures are being employed?
  • How are operators responding to public market valuation discounts?
  • Where are growth opportunities emerging beyond traditional tower leasing?
  • How are investors assessing towers relative to other digital infra assets?
  • How does the US macro tower market compare with other geographies? And what lessons can be learnt?
Speakers
Alex Gellman
Alex Gellman, Executive Chairman & Co-Founder, Vertical Bridge
Joshua Pang
Joshua Pang, MD & Head of Digital Infrastructure AIF, Apollo
Ryan Lepene
Ryan Lepene, Co-Managing Partner, TPG Peppertree
Peter Appel
Peter Appel, SVP, Mergers and Aquisitions, Phoenix Tower International