Mott MacDonald’s Digital Infrastructure team have tried and tested models for evaluating tower investments in existing and greenfield markets. Michel Grech and colleague Frederico Oliveira created hypothetical scenario in which a new entrant towerco acquired 20% of the assets in each of nine different South American markets, ran those scenarios through their model, and came up with tower and LUR forecasts, plus financial KPIs like NPV, return on asset, EBITDA and enterprise value. TowerXchange persuaded Michel and Frederico to share a few hints from this unique comparative study.
TowerXchange: Please re-introduce Mott MacDonald and the Digital Infrastructure team for any readers not familiar with your work on towers.