Infrastructure
We assist operators, investors, and policy makers in understanding the value of towers, fibre and other passive infrastructure.
As the industry continues to optimise the financial efficiency of its network assets, we assist our clients in understanding the value of towers, fibre and other passive infrastructure, as well as the pros and cons of monetising or sharing passive and active components within shared networks.
We provide support on both the buy and sell side of tower divestments, as well as advising operators on the benefits of passive and active network sharing. For tower transactions, we provide business cases together with commercial and technical due diligence. For network sharing, operators often jointly appoint us as a ‘clean team’ to build a business case without sharing data.
We also consider the policy issues raised by infrastructure sharing, applying our understanding of the pros and cons of InfraCo models and inter-operator network sharing from the perspectives of competition, consumer benefits and environmental benefits.
Our infrastructure services
Tower portfolio due diligence
We use our network modelling expertise, combined with detailed geographical analysis, to build comprehensive forecasts of the lease-up potential of sites.
Network sharing business case development
We use our proprietary network dimensioning model to build business cases for operators considering passive, active (MORAN) or spectrum (MOCN) sharing.
Policy and regulation of infrastructure sharing
We help policy makers facilitate the sharing of towers, networks and spectrum while retaining incentives for infrastructure deployment and competition.
Our project experience
Relevant articles & reports
Wind Tre’s RANco sale – a template for infrastructure investment?
23 February 2024
EQT’s attempt to acquire Wind Tre’s Radio Access Network may not have come to fruition, but it would have established one of the first independent RANco in Europe. […]
Why are MNOs retaining more control over their tower assets?
January 2024
Aetha’s Marc Eschenburg, Jonathan Wall, and Angus Inman wrote an article for TMT Finance on why MNOs are beginning to retain more control of their infrastructure. In summary:
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Is this the end for single wholesale networks?
26 May 2023
Championed by some as a route to universal access to mobile services, single wholesale networks (SWN) have failed to deliver. Lee Sanders, Managing Partner at Aetha Consulting, wonders […]