Welcome back! 2013 has begun, and that means it's time to take the temperature of the wireline M&A market in the US, just as we do every year at this time. You saw me make a few predictions on New Years' Eve, but now it's time for the more general question: Who are the most likely consolidators of fiber networks this year? You can pick up to three:
If I've missed anyone of substantial size that ought to be on this list, let me know. I think it's fair to say that Zayo ran away with the M&A ball in 2012, and in fact in last year's poll Zayo was the top pick by a clear margin. The rest of the top 10 (tw telecom, Level 3, Earthlink, Windstream, Centurylink, AboveNet, AT&T, Verizon, and Integra Telecom) made no moves at all in 2012. But it's a whole new year now.