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Peer Fund / Dealmaker·Data Centers

Marc Ganzi

President & Chief Executive Officer at DigitalBridge

Boca Raton, Florida, USA

MG
Why they matter

Ganzi runs DigitalBridge's entire data-center, tower, and fiber platform and is mid-acquisition by SoftBank, giving him a live, top-of-market read on AI-driven colocation demand and power constraints.

Background

Marc C. Ganzi is President & CEO of DigitalBridge, the global digital infrastructure investment manager he built through a series of founder-led platforms starting in the early 1990s. He founded Global Tower Partners (sold to American Tower for $4.8B in 2013) and Digital Bridge Holdings, which combined with Colony Capital in 2019 to form what is now DigitalBridge, where he oversees roughly $70B+ in digital infrastructure AUM across data centers, towers, and fiber. He is currently leading the company through a pending ~$4 billion take-private acquisition by SoftBank Group, expected to close in the second half of 2026.

Notable deals

  • 2025
    SoftBank Group agreed to acquire DigitalBridge for $16.00/share (~$4.0B enterprise value); Ganzi to continue leading DigitalBridge as a SoftBank-owned platform
  • 2022
    DigitalBridge and IFM Investors completed an $11 billion take-private acquisition of Switch Inc., with Ganzi citing power-constrained markets and Switch's renewable-energy footprint as the rationale
  • 2019
    Colony Capital acquired Ganzi's Digital Bridge Holdings for $325M, with Ganzi named incoming CEO of the combined firm (later renamed DigitalBridge)
  • 2013
    Founded and built Global Tower Partners into a major independent tower company, sold to American Tower Corporation for approximately $4.8 billion

Call-prep brief

Background

  • Founder-operator who has built and sold three infrastructure platforms: Apex Site Management (→ SpectraSite), Global Tower Partners (→ American Tower, $4.8B, 2013), and Digital Bridge Holdings (→ Colony Capital, 2019), which became DigitalBridge.
  • Wharton grad; former White House intern and Commerce Dept. attaché; deep Washington and telecom-regulatory network.

Current Focus

  • Steering DigitalBridge through a pending ~$4B all-cash acquisition by SoftBank (announced Dec 2025, shareholder-approved April 2026, expected to close H2 2026).
  • Pushing the "convergence of power and data" thesis — power availability, not capital, is now the binding constraint on AI data center growth.
  • Portfolio companies Vantage and Switch leased a record ~2.6GW in 2025, almost entirely AI-driven.

What He Cares About

  • Access to power/grid capacity in key markets; long-duration, patient capital structures; fee-related earnings growth for the manager.
  • Positioning DigitalBridge as the AI-infrastructure-era platform, not a legacy tower/colo shop.

Sensitivities

  • Deal is still subject to regulatory approval — he may be constrained (MNPI, Reg FD) on forward statements about DigitalBridge's own strategy or comparable transactions until closing.
  • SoftBank ownership could shift strategic priorities post-close; probe carefully, don't assume continuity.

Questions to Ask

  1. How does the pending SoftBank ownership change DigitalBridge's appetite for co-investment or JVs with outside PE sponsors in colocation?
  2. Which specific markets are most power-constrained right now, and how is that reshaping where new colocation capacity gets built?
  3. Post-Switch/Vantage, where does he see the next wave of colocation consolidation or take-private opportunity?

Outreach draft

Subject
Question on power-constrained data center capacity
Hi Marc, Congratulations on the DigitalBridge/SoftBank agreement — a strong validation of the platform you've built since Global Tower Partners. I'm on the deal team at [Firm Name], and we're mapping the data center colocation landscape ahead of a potential investment in the space. Given your vantage point across Vantage, Switch, and the broader DigitalBridge portfolio, I'd value 20 minutes on where power constraints are biting hardest and which colocation sub-markets you see attracting the next wave of capital. Happy to work around your schedule, and glad to share what we're seeing across the sector in return. Best, [Your Name]

Sources