Happy New Year to all! Last year’s fiber/network M&A activity wasn’t that hot, and you could see that last year’s poll didn’t see any obvious targets. The top 5 were Windstream, Uniti, FiberLight, FirstLight, and GTT. Of those, FiberLight did find a buyer (I had almost forgotten about that deal!). The second on the list to be acquired was #7, ZenFi. Now, of course, it is time to poll the sector for 2023. Who you think are the likeliest candidates to be sold (in part or in whole) in 2022. (Not including already pending transactions). If I’ve missed anyone, do let me know.
I’m not including smaller scope FTTH companies yet, as I don’t feel I have a comprehensive list. Would anyone like to see a poll looking at such assets? Where do you think the inorganic activity will be this year?
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