At the recent Connect(X) event in Chicago, telecom investors discussed the promising landscape for mergers and acquisitions in telecom, despite some challenges. Scott Soden from Alpina Capital noted an uptick in transactions and highlighted the interest in acquiring smaller companies to expand existing portfolios. However, Bora Goekbora from the Boston Consulting Group pointed out a slowdown in M&A activity involving privately held firms with hard assets. The consensus was clear: firms are looking for strategic acquisitions that enhance subscriber bases and infrastructure.
The prospects for telecom mergers and acquisitions are generally strong, although challenges exist, signaling a potentially transformative period in the industry.
Investors are keen on acquiring companies that offer subscribers, as those with fiber capabilities are performing exceptionally well in the current market.
Despite a slowdown in acquisitions of privately owned firms with hard assets, there's growth interest in software and structured engineering focused companies.
There are significant opportunities for investment firms willing to consolidate the numerous smaller providers left in the U.S. telecom market.
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