Restoring a line of credibility to a telecom company in transformation
Delivering significant value after a merger
Driving precise, sustainable transformation for telecoms and digital infrastructure.
For decades, the telecom industry has operated in a state of tension, shaped by intense competition and technological disruption. Digitization and the exponential growth of data transmission volumes have fueled competition and widespread expansion of infrastructure and services such as 5G, fiber optics, and IoT. The fiber industry—particularly its M&A environment—is an area of focus for our practice.
But technology has also shifted value away from the telco segment into digital-native players, disrupting traditional monetization models. Supply chain constraints, legacy operating systems, and capital drainage are also exerting pressure on telco players.
How we can help
AlixPartners’ Telecommunications & Digital Infrastructure Group is a trusted adviser and change agent for leading global network operators, OEMs, and infrastructure players. We operate in small teams with deep telecom industry experience and an owner mindset, delivering effective solutions and measurable results that hit the bottom line.
We support clients across the three critical pillars of digital infrastructure— Data Centers & AI, Fiber, and TowerCos—helping them navigate disruption and unlock sustainable value.
Data Centers & AI
As AI capabilities scale, we expect a sharp divergence: Companies that get their strategy, integration, and execution right will achieve outsized success, while others—regardless of infrastructure investments or market hype—will fall behind. Shifting investment priorities, evolving silicon architecture, next-gen energy strategies, and adapting to changing regulations will define the winners of the next chapter.
Fiber
FiberCos (builders and operators) face more uncertainty than ever before. For the past several years, they have invested billions into fiber networks to meet demand for faster and more reliable internet. Yet interest rates remain elevated, overbuilders (big and small) are congesting the market, and winning new customers is growing increasingly difficult.
TowerCos
Telco tower companies (TowerCos)—those that build, manage, and lease the cellular towers and infrastructure that network operators rely on—have enjoyed more than a decade of favorable conditions driven by low interest rates and advantageous M&A activity. But in this current economic climate, value creation and enhanced efficiency are growing in importance.
