We started the week with the question of consolidation targets in the US, and now it’s time for the other side of the coin. What network operators are most likely to be consolidators in 2024? We’ll take it as a given that ‘infrastructure funds’ would top the more general list of likely buyers, of course, but let’s focus on the existing network operators looking to expand inorganically in the US. Last year the perennial favorite Zayo topped the list with Crown Castle and Lightpath in 2nd and third.
I’ll follow up next week with my own thoughts on both sides of the M&A coin.
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Johnny on More Dark Fiber For Crown Castle: “Why no mention of Crown Castle?” Apr 10, 20:55
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