Morning all, Craig McGlashan here with the Europe Wire from the London newsroom. Tech infrastructure is the focus this morning as we take a deep dive into DTCP investing in a data center developer and Arcus Infrastructure Partners buying a fiber-to-the-home company. But aside from their similar sectors, what’s interesting about both deals is how the locations of each play a big part in their investment theses. Read on to find out why… Location, location, location DTCP has invested in Atlantic Hub, a data center developer in Ireland, spotting an opportunity away from more well-trodden areas, Zahl Limbuwala, operating partner, told PE Hub’s Nina Lindholm. Read the premium version of the Wire to find out why the company's location played a big part in DTCP's investment decision. Fiber fragmentation A few big players might have locked up the home broadband market in countries like the UK and Germany, but there are opportunities for private equity firms to take advantage of fragmentation in other European markets, Christopher Ehrke, a partner who works in Arcus Infrastructure Partners’ London headquarters, told Irien Joseph. Find out more in the premium version of the Wire. OK that’s a wrap from me. Nina Lindholm is filling in on the US Wire later today while Michael Schoeck is on holiday, then Irien Joseph will be in the Europe chair tomorrow morning as usual. Cheers, Craig Read the full Wire commentary on PE Hub ... |