
Read this article to learn:
- Transaction trends: carve-outs, sale and leasebacks and strategic acquisitions
- Opex efficiencies through hybridisation and a stack of three critical platforms to ‘professionalise tower management’
- The beginning of a decommissioning wave
- Flexing deal structures to acquire remaining towers
- Integration and optimisation as more towercos pursue IPOs
The transfer of telecom tower assets from MNO-captive to independent towercos is driving multi-billion dollar capital flows and creating a new, highly investible asset class of infrastructure management specialists: towercos. Towercos now own 2,044,286, or just over 60%, of the world’s 3.3mn telecom towers. This change is also having a transformational effect on the supply…