Private capital has always played an important role in leading investments and financing growth projects in the TMT sector. A substantial amount of capital has been deployed over the last decade with increasing M&A activity, carve-outs, divestments, primary/secondary investments, and follow-on financings. As exposure to the sector has become critical to drive value and capital appreciation, investors and operators require robust reviews of TMT assets and their business models, with detailed commercial and technical assessments to identify upsides and potential risks.
We bring our vast experience of +150 assignments including pre-deal support, commercial and technical due-diligence support and post-merger integration plans. We have closely worked with international operators, PE funds, infrastructure investors and institutional capital allocators like foundations, trusts and pension funds, providing both buy-side and sell-side advisory.
Our team carries extensive experience and expertise in TMT markets, commercial and operational strategy, technology and deal support which provides our clients a holistic array of consulting services. We believe in close collaboration with our clients and their adviser partners to ensure favourable outcomes.
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.
