Broadband Breakfast Interview With Pinpoint Capital Advisors’ Andrew Semenak
Real convergence has taken hold in the fiber, wireless infrastructure and data center asset class categories.
Internet service providers building out fiber infrastructure need to be aware of their options for capital expansion as they consider their options under the Infrastructure Investment and Jobs Act.
That’s the message that Andrew Semenak, Managing Director of Pinpoint Capital Advisors, provided in a recent question and answer video with Broadband Breakfast’s Drew Clark.
In the interview, Semenak discussed the inter-relationship between fiber, wireless infrastructure and data center assets. He described the 12 years, 19 deals and $3.0 billion in transaction value to arrangements facilitated by Pinpoint Capital Advisors.
“When we first started out in digital infrastructure, those sectors were all separate and well-defined sectors to their own,” Semenak said. “Real conference has taken hold and they are really interconnected: Fiber is so critical to a wireless tower site for backhaul purposes, and data centers need very significant interconnectivity. Fiber is providing that.”
Indeed, Semenak said, “we have started to talk about small data centers at the tower site. And the investment community is really beginning to focus on it.”
- See also the full recording from “Digital Infrastructure Investment 2022,” May 2, 2022.
- See “Tech-Backed Infrastructure Firm Says Private Financing Needed for Shared 5G Facilities,” Broadband Breakfast, May 4, 2022.
- And see “Pinpoint Capital Advisors Presentation” at DII 2022.
