Industry

Digital Infrastructure.

Data center, cloud, connectivity.

Data centers, connectivity operators, and edge computing are growing fast in Italy, driven by AI investment and enterprise cloud migration. These are capital-intensive businesses with long-term enterprise contracts, valued with methods that sit between real estate and infrastructure. Montesino advises financial sponsors and industrial operators.

Who it's for

European consolidation.

The market is consolidating at European scale across operators, funds, and telco groups.

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

Carve-outs and debt.

The sector sees intense M&A activity and complex infrastructure debt structures. Montesino handles both the advisory and the financing.

Type

Sales to infrastructure funds

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

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.

Industry insight

Industry research.

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