Private capital has been instrumental in financing growth projects and investments in the TMT sector. Over the last decade, a significant amount of capital has been deployed through M&A activity, divestments, investments, and follow-on financing. As exposure to the sector becomes crucial for value and capital appreciation, investors and operators seek comprehensive assessments of TMT assets and business models to identify opportunities and risks.
With over 150 assignments under our belt, we offer extensive pre-deal, due diligence, and post-merger integration support. Working closely with international operators, PE funds, infrastructure investors, and institutional capital allocators, we provide buy-side and sell-side advisory services.
We support investors and operators with early-stage reviews of investment/M&A opportunities and help them develop and strengthen their thesis. We also help our clients find opportunities in the TMT sector that are most suited for their strategy and portfolio needs. Our pre-deal support includes preliminary review of the market and the target, uncovering issues for further diligence and providing an initial opinion on the key areas of the thesis.
With our expertise in the markets, having seen multiple technology and investment cycles over the last two decades, we provide a thorough market and commercial reviews tailored to our client’s needs.
Our expertise covers digital infrastructure assets (like mobile towers, data centres, fibre-optic networks and subsea cables), Cloud, Enterprise IT and managed services businesses and other digital assets like IoT and Smart City projects.
Our deliverables include robust market appraisals, including competitive and regulatory dynamics, business plan reviews, scenario development and sensitivity analysis, risk identification and sizing of possible upsides.
Our technical experts, with their experience of working at and advising international operators and infrastructure providers, provide our clients with a detailed review of technology strategy and deployments, capex requirements and organisation structure necessary to achieve the stated objectives. We also advise on operations and cost projections, including other technical asset reviews needed to support the business plan and cash flow projections.
We also pride ourselves in having a wide network of senior industry experts with boots on the ground in many countries, which allows us to have an extraordinary level of local knowledge and a wealth of insights.
We can manage and advise on extensive post-deal or post-merger integration programmes including 100-day plans and value creation strategies. We provide organisational support, network and IT stack integration consulting, OSS/BSS expertise, operating efficiency plans and optimisation strategies to unleash the transaction’s true value.
