The M&A module sets out the process; these put it to work. Each case takes a real strategic situation an infrastructure platform faces, runs it end to end at the level a deal team would, and gives you a live model to pressure-test the decision, with every term explained on hover.
Four ways the same discipline plays out across very different assets, a greenfield-vs-M&A build-out, a special-situations consolidation, a regulated take-private, and a development platform. Pick a case.
An infrastructure platform wants to own fibre. Build the network, buy a finished one, or buy small and build? The three routes compared live, the auction end to end, the capital structure in depth, and exactly who to call.
The sequel: the fibre land-grab over-built and over-levered, and sub-scale networks are failing. Buy one cheap out of distress, finish the build, fix penetration and cost, and re-rate it. The turnaround value bridge, modelled.
Taking a listed regulated utility private. What premium to RAB can you justify, how does the regulatory reset shape the return, and why is "bought at a full price" the defining risk of the most defensive asset in infrastructure?
The AI-demand build-out. Secure powered land, build to a pre-let, lease up the rest, and capture the spread between the yield you build at and the cap rate you exit on. Build vs buy stabilised, modelled.
Every case reuses the same toolkit, the acquisition & returns model, the deals database and the asset library, and the same hover glossary, so the terminology is consistent across the series. They are educational references, not investment advice.