A recent report by Deloitte indicates a significant rise in the influence of private equity (PE) firms in telecom mergers and acquisitions (M&A). In the first half of 2024, private buyers were involved in over 80% of such deals, up from just over 60% in 2021. While PE-backed telecom deal values have fluctuated, with $28 billion in 2021 and $20 billion in 2022, a notable rebound was observed with $11 billion in the latter half of 2024. Deloitte notes that PE firms possess over $300 billion ready for investment, though rising interest rates have prompted some firms to reassess fiber investments.
We have had talks with private equity firms globally who have questioned if the historical rate of return you get from fiber has decreased by several points in the last five years.
Private equity currently has record levels of dry powder, with over $300 billion of available capital to invest in longer-duration, high-yield infrastructure assets.
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