Industry

Digital Infrastructure

As demand surges in this latest supercycle we'll guide you on the right investment strategies.

Our Experience

500+

Digital infrastructure projects

~7,000

Projects on key strategic issues (AI, hyperscaler growth)

500+

Partners and senior advisors specializing in telecom/data centers

The massive build-outs of AI and fibre, marked improvements in IoT and robotics, increasing adoption of multi-cloud architectures, and expansion of Edge use cases are just some of the drivers fueling enormous demand for digital infrastructure. That should be good news for companies in telecom, cloud computing, data centers, semiconductors, and adjacent sectors, yet returns on digital assets have been decidedly mixed.

We can help. Our broad ecosystem experience, robust set of proprietary tools, and in-depth knowledge of local markets are just some of the factors that set us apart. We’ve worked with companies across the full spectrum of digital infrastructure, helping them stay out front as data is generated on more types of devices than ever, public cloud and software-as-a-service continue to proliferate, network delayering impacts infrastructure valuations and investment strategies, and rapid adoption of generative AI triggers exponential growth in data center energy consumption and heat generation. As a changing geopolitical environment challenges traditional assumptions, and as investors seek a hyper-tailored value creation playbook and a structured way to screen for emerging opportunities, our broad expertise in strategy, technology, and private equity ensures you have a partner who can help you make the right moves at the right time.

How We Can Help

We’ve worked on more than 8,000 technology/media/telecom projects with financial sponsors in just the past five years, from deal generation and due diligence to ownership and exit. You can count on us to deliver:

A robust view

Understand how the upstream evolution of customer needs for digital services and the shifting battlegrounds among providers will impact capacity needs and build plans.

Tailored insights

Accurate, hyper-local analysis of the underlying asset, combined with precise competitive context will y8ield a quantified view of how major investment themes will impact an asset’s current and future performance.

Assertive value creation plan

Boost go-to-market performance with modern sales play systems as you professionalize infrastructure assets.

Implications by Sector

A hallway in a data center with rows of server racks on both sides, illuminated by overhead lights.

Key factors to consider:

Power supply is the essential enabler, for new builds and extensions, inspiring a wave of partnerships and innovation for generation and storage.
Hyperscalers are setting the tone, with the market for new builds dominated by a few large players.
AI is disrupting both data center and chip design, and the advent of custom chips should solve many current challenges affecting energy efficiency, automated cooling, workload management, and predictive maintenance

Large wooden spool with blue cable coiled around it, set against a cloudy sky.

Key factors to consider:

For retail assets, attention shifts to the underserved now that scale overbuild is largely completed; alternative ground connectivity remains attractive, and LEO satellite connectivity is viable in certain circumstances.
For B2B and wholesale segments, separation continues but opportunities remain; geopolitical pressures create the need for new international routes and data havens, while increasing demand for distributed AI computing makes high-speed data center connectivity essential.

Key factors to consider:

The growth of mobile and surging data demand in emerging markets will fuel tower investment, with pure play companies in select regions offering promising investment opportunities.
Telcos will monetize tower sites amid rising cost pressures and growth in shared tower infrastructure in both developing and mature markets.
Opportunities are particularly promising in frontier markets with strong growth trajectories and recent market reforms

Data centers
Fixed broadband and substitutes
Wireless infrastructure

Key factors to consider:

Power supply is the essential enabler, for new builds and extensions, inspiring a wave of partnerships and innovation for generation and storage.
Hyperscalers are setting the tone, with the market for new builds dominated by a few large players.
AI is disrupting both data center and chip design, and the advent of custom chips should solve many current challenges affecting energy efficiency, automated cooling, workload management, and predictive maintenance

Key factors to consider:

For retail assets, attention shifts to the underserved now that scale overbuild is largely completed; alternative ground connectivity remains attractive, and LEO satellite connectivity is viable in certain circumstances.
For B2B and wholesale segments, separation continues but opportunities remain; geopolitical pressures create the need for new international routes and data havens, while increasing demand for distributed AI computing makes high-speed data center connectivity essential.

Key factors to consider:

The growth of mobile and surging data demand in emerging markets will fuel tower investment, with pure play companies in select regions offering promising investment opportunities.
Telcos will monetize tower sites amid rising cost pressures and growth in shared tower infrastructure in both developing and mature markets.
Opportunities are particularly promising in frontier markets with strong growth trajectories and recent market reforms

Our Proprietary Tools

Lumi℠

It’s a new era for telcos: As 5G takes hold, it’s no longer enough to be digitally native. You need to be AI-native. That’s why we created Lumi, a breakthrough AI-powered platform that gives all your decision-makers incredibly detailed customer, competitive and network data & insights, so they can make faster, more accurate decisions that drive superior ROI.

ProfitCube℠

As critical as profitability is, it’s often difficult to understand exactly where profits come from. ProfitCube helps you both analyze your profitability and take actions to improve it.
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MoneyMap®

To win in today’s market you need a clear view of where the opportunity lies. MoneyMap, part of our Coro® suite of digital solutions, offers the comprehensive, granular visibility you need to up-sell, cross-sell and capture new business across complex customer segments.
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Commercial Excellence X-ray

Sell more, and more profitably, with the insights generated by Commercial Excellence X-Ray. We benchmark your company against hundreds of others, both within and outside your industry, to help you perfect your go-to-market strategy.
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Pricing Value Roadmap

Pricing Value Roadmap assesses all your pricing capabilities, from your sales team’s motivations to the systems governing discount approvals. Use it to fix weak spots or completely redesign your pricing strategy.
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