Build value – not just more fibre
The fibre market is under growing pressure. We bring clarity, improve efficiency and help you realign your strategy.
Three strategic levers in the fibre market
Rollout is running ahead of actual usage. Many connections are in place but never taken up. So the cash flow needed to service debt and earn a return isn’t there. Without targeted measures to drive demand, the structure won’t hold up.
More investment is still needed – just as interest rates climb and activation stays low. The financing pressure that follows calls many business models into question. Unless the capital structure is adjusted, even successful companies run into trouble.
Networks built in parallel and too many providers rule out economies of scale. At the same time, competition law limits how far consolidation and a market shake-out can go. The result: inefficient structures and persistent margin pressure that won’t ease without structural change.
The fibre is going in, but the returns aren’t. Sell what you’ve built before you build more – that’s how you survive the consolidation.
Experts in our industry – and yours
Whether it’s a sale, a purchase or a change of investor: we shape the process so you can make decisions that hold up – and legal or political pitfalls don’t catch us out.
When your business model starts to struggle, we rethink it. We take a realistic view of market, costs and capital – and build a plan that works, because we put it into action with you.
In standard insolvency proceedings, we act with the bigger picture in mind – the company, its creditors and employees. We protect value, jobs and prospects.
How we open up a future – with you
We analyse where the pressure builds – in rollout progress, financing and market potential. By assessing the business model, project portfolio and capital structure, we establish where action is needed and what comes first.
Building on the analysis, we set out workable options – from a strategic realignment and investment priorities to partnerships, consolidation or a transaction.
Restructuring doesn’t stop at the concept. We help companies put the agreed measures into action and support their talks with banks, investors and other stakeholders. That’s how decisions get followed through – and a lasting future takes shape.
