Sector focus

Digital Infrastructure.

Data center, cloud, connectivity.

Italian digital infrastructure — data centers, connectivity operators, edge computing — is expanding rapidly, driven by AI investments and enterprise cloud migration. Transactions on these assets require expertise in capital-intensive business models, long-term enterprise contracts, and valuation methodologies that blend real estate and infrastructure. Montesino supports both financial sponsors and industrial operators.

Who it's for

One sector, three lenses.

Data center, cloud, connectivity, and digital infrastructure operators: three perspectives on a market in full European consolidation.

Typical client

Industrial operators

Data center providers, fiber operators, cloud service providers, and edge computing players evaluating a sale, external growth, or capital opening.

Typical client

Infrastructure funds

Infrastructure funds (core, core+, value-add) active in European digital infrastructure for acquisitions, build-outs, and consolidations.

Typical client

Telco and tech strategics

Telecom operators and tech groups evaluating infrastructure asset carve-outs, partnerships, or acquisitions.

What we do

Recurring transactions in the sector.

The digital infrastructure market is characterized by intense M&A activity, European consolidation, and complex infrastructure debt structuring. Montesino operates with an integrated advisory + finance approach.

Type

Sales to infrastructure funds

Sell-side advisory to specialized funds for data center, fiber, and tower assets.

Type

Carve-outs from telco groups

Structuring of infrastructure asset spin-offs from integrated industrial groups.

Type

Acquisition financing

Acquisition debt structuring and long-term leverage for infrastructure platforms.

Type

Build-up and consolidation

Add-on transactions to build national and European platforms.

Sector insight

Sector insights.

REPORT

Sector map and key players

Montesino Research

NOTE

Consolidation trends and recent M&A activity

Montesino Research

ARTICLE

Current multiples and valuation benchmarks

Montesino Research

REPORT

Cross-border outlook and international investors

Montesino Research