Six of the foremost minds in telecom tower investments shared valuable insights at the recent TowerXchange Meetup Americas, and we’re pleased to share some of those insights here. Moderated by experienced tower deal-maker Marco Cordoni, Senior Partner at Analysys Mason, the panel included Mark Johnson, then an MD at The Carlyle Group; Ryan Lepene, MD at Peppertree Capital; Zaid Alsikafi, MD at Madison Dearborn Partners; Eric Crabtree, the IFC’s “tower guy”; and Patrick Tangney, Chairman of Alcazar Capital whose subsidiary ASEAN Towers owns Irrawaddy Green Towers in Myanmar and Golden Towers in Vietnam.
Tower investment appetites and criteria
This carefully chosen panel represented a breadth of different tower investment appetites and criteria, reflecting the differing maturity of towerco proposition in which each typically invests.