ICYMI Eighty-seven data center M&A deals worth $24 billion closed in the first half of 2022, with another $18 billion worth expected to close this year, according to new data from Synergy Research Group (SRG). Last year ’s data center M&A market broke records with a total aggregate value of more than $48 billion, said SRG. That marked a 41 percent jump from 2020’s $34 billion value — which was also considered a record-toppling year. “After adding in the regular flow of transactions that happen with little advance public notice, 2022 is shaping up to match the recordbreaking M&A activity levels that were seen last year,” SRG concluded. Key deals this year so far include investment firms KKR and Global Investment Partners’ acquisition of data center provider CyrusOne and DigitalBridge’s pending deal to buy Switch for $11 billion. In 2021, some of the biggest M&A deals were the acquisitions of CoreSite and QTS, which were both sold for about $10 billion, according to the market research firm. SRG cites these four deals as the most expensive valuations the industry has ever seen and notes Equinix, Digital Realty, CyrusOne and NTT, among others, as serial acquirers in the space. “There is an ever-increasing demand for data center capacity, driven by rapidly growing cloud markets, aggressive expansion of hyperscale operator networks, and continued growth of data-rich digital services,” said SRG chief analyst John Dinsdale. Dell’Oro Group, for its part, recently reported data center capex grew at its fastest rate in three years during the first quarter of 2022. However, the analyst firm noted emergent pockets of lower cloud services demand and greater chances of stunted economic growth could threaten the industry’s momentum. SRG reported that in the first half of 2022, private equity accounted for 90 percent of the total data center M&A deal value. According to SRG, private equity buyers represented 42 percent of all data center M&A deal value from 2015-2018. And as data center M&A activity boomed overall from 2019-2021, private equity represented 62 percent of the total deal value. After 10 years as a collocated event, CVx (ChannelVision Expo) goes next level this November 2 - 4, with its inaugural standalone conference and expo in Scottsdale, Ariz., held at the Talking Stick Resort & Casino. And among the highlights of the expanded event is a new and expanded format for the educational programming. Although we all have attended too many conference breakout sessions that didn’t quite deliver what was advertised, attendees of CVx educational programming can be confident they will see no slides of vendor bios or feature sets and hear no product pitches nor 10,000-foot perspectives. Instead, our panels of sales-level experts will breakdown recent uses cases and dive into real-world examples of the deals being done within a key set of emerging services. From identifying the buyer to mapping functionality with business outcomes, our panels will examine the “anatomy of the sale,” exposing partners to new opportunities and plans of attack. Discussions will cover who the buyer is, why they buy, the questions posed and pain points addressed, customer outcomes and the hot buttons that helped close a deal. CVx panel sessions are intended to facilitate free and open spaces that foster interactive and spontaneous discussions on the topic being discussed. Attendees will be encouraged to interact with our panelists, swap war stories, share barriers faced and efforts that have broken through. We then hope those conversation carryover to the many networking and social events also taking place at the CVx Expo. Concurrent sessions will take place across two stages, on Thursday and Friday, November 2 & 3, 2022. All panels will be moderated by ChannelVision and Remote Work Solutions Magazine editorin-chief, Martin Vilaboy and Peter Radizeski, president of telecom strategy and marketing consulting agency RAD-INFO Inc. The morning sessions will kick off with complimentary coffee and breakfasts for all attendees. SRG Sees Continued Surge in Data Center M&A CVx Unveils First Look at Educational Programming 68 CHANNELV ISION | JULY - AUGUST 2022
RkJQdWJsaXNoZXIy NTg4Njc=