Insight-Driven Forecasts for Europe Digital Infrastructure M&A and Financing
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The TMT Finance Europe Market Sentiment Report 2026 is now available, delivering an exclusive, data-driven view of European digital infrastructure dealmaking intent for the year ahead.
Drawing on insights from 202 senior executives, this report combines quantitative polling, proprietary deal-flow tracking, and expert analysis to map the sentiment, opportunities, and risks shaping 2026.
Download the Executive Summary for a preview of the full report, including:
Whether Europe's digital infrastructure investment cycle - driven by AI demand, capital recycling, and consolidation - is entering a new phase of execution
Emerging deal opportunities across datacentres, fibre, towers, and telecoms, with TMT Finance tracking 64 anticipated M&A transactions and 100 financing deals across the region
How ABS, CMBS, and capital markets take-outs are reshaping European financing as the market shifts from build finance to capital recycling
The critical risks defining 2026 strategy - from power scarcity and valuation gaps to fibre restructuring pressure and sovereign infrastructure priorities
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