Episode #9 - Telecom M&A, Private Equity, shifting valuations, and the rural data center boom - David Pickett, Pardal Ventures

(I'm apologizing for the sound quality on this one. No idea what happened there!)In this episode of Jason's Industry Insights, I discusses the current state of mergers and acquisitions (M&A), Private Equity placement and the dynamic of valuation in the telecom sector with David Pickett, a chartered business valuator. We explore the factors influencing M&A and valuations, and the shift in infrastructure ownership among telecom providers. From the M&A boom of 2020/2021 to reduced valuations in 2025, the conversation also touches on the hesitance of private equity in greenfield projects and the emerging opportunities in data center economics, particularly in rural areas. The episode concludes with insights on future trends and the evolving landscape of the telecom industry.You can contact David on LinkedIn and in person at the upcoming Canadian Rural And Remote Broadband Community Conference ___Remember to check out the Jason's Industry Insights newsletter at https://jasonsindustryinsights.com/ and don't forget to like, share and subscribe to this podcast.