Matias Fagiano’s Post

Europe’s telecoms industry is on the cusp of a new era of M&A. The market today is fragmented, sub-scale and faces limited growth prospects within domestic markets. Consolidation is key to drive scale, growth, and capture the opportunity presented by AI. Our latest M&A Capital Currents report gives a clear, step-by-step roadmap for executives to align acquisitions and divestitures with strategy and market realities. Read the deep dive report and prepare your next move: https://owy.mn/3LgsyWv

Europe’s telecoms industry is on the cusp of a new era of M&A. The market today is fragmented, sub-scale and faces limited growth prospects within domestic markets. Consolidation is key to drive scale, growth, and capture the opportunity presented by AI. Our latest M&A Capital Currents report gives a clear, step-by-step roadmap for executives to align acquisitions and divestitures with strategy and market realities. Read the deep dive report and prepare your next move: https://owy.mn/4oib5ve

Europe’s telecoms industry is on the cusp of a new era of M&A. The market today is fragmented, sub-scale and faces limited growth prospects within domestic markets. Consolidation is key to drive scale, growth, and capture the opportunity presented by AI. Our latest M&A Capital Currents report gives a clear, step-by-step roadmap for executives to align acquisitions and divestitures with strategy and market realities. Read the deep dive report and prepare your next move: https://owy.mn/47ZAxQr

Europe’s telecoms industry is on the cusp of a new era of M&A. The market today is fragmented, sub-scale and faces limited growth prospects within domestic markets. Consolidation is key to drive scale, growth, and capture the opportunity presented by AI. Our latest M&A Capital Currents report gives a clear, step-by-step roadmap for executives to align acquisitions and divestitures with strategy and market realities. Read the deep dive report and prepare your next move: https://owy.mn/3WL4WvD

I am often asked, where is the next hotspot for M&A activity. European telco is a compelling answer. The market remains highly fragmented. The top 3 telcos hold 98% market share in the US; in Europe this is less than 35%. With huge capex demands to capture AI-fuelled demand, and the need for strategic autonomy, we see consolidation is a critical lever to achieve scale and relevance. Our latest M&A Capital Currents report - authored by our excellent Telco and M&A teams - gives a clear, step-by-step roadmap for executives to align acquisitions and divestitures with strategy and market realities. Read the deep dive report and prepare your next move: https://owy.mn/4826k2f Emmanuel Amiot Bruno Despujol Julien Vincent Matias Fagiano Chiara Gorino Nicolas Pette

"Over the next decade, four catalysts will come together to create a compelling environment for strategic M&A to unlock substantial value across the Telco industry". I'm happy to share our latest M&A report! Emmanuel Amiot Ronan O'Kelly Julien Vincent Matias Fagiano Chiara Gorino

Fresh analysis on the state of M&A in 2025 shows leading dealmakers converting volatility into advantage—using targeted acquisitions and divestitures to reshape portfolios and leaning on AI to speed diligence and integration. Activity is building across technology, energy, and industrials, with financial sponsors remaining active and capital ready to deploy. The throughline: M&A is shifting from episodic to always-on, embedded in strategy rather than used reactively. Explore the full perspective: https://lnkd.in/eXkgyUja

Let’s face it: AI is everywhere. If you haven’t started utilizing it yet, you’re behind the times. AI has worked its way into nearly every industry, especially healthcare, finance, and retail. By extension, the rise of AI impacts mergers and acquisitions in more ways than one. M&A is already indirectly affected by this shift, but what would you do if we said mergers and acquisitions can take advantage of artificial intelligence to streamline due diligence, identify potential targets, and assist in post-merger integration? Read More: https://hubs.ly/Q03N7lQH0 #MandA #StonyHillAdvisors #MergersAndAcquisitions

Fresh analysis on the state of M&A in 2025 shows leading dealmakers converting volatility into advantage, using targeted acquisitions and divestitures to reshape portfolios and leaning on AI to speed diligence and integration. Activity is building across technology, energy, and industrials, with financial sponsors remaining active and capital ready to deploy. The throughline: M&A is shifting from episodic to always-on, embedded in strategy rather than used reactively. Explore the full perspective: https://lnkd.in/eWugqsd2

Are you ready for the next wave of enterprise transformation? Our latest whitepaper, “Exploring the Future of Enterprise Models,” dives into six critical shifts redefining how organizations operate across industries and functions. Inside, you’ll uncover: - The forces behind today’s reshoring trends - Why business ecosystems matter—and how to unlock their full potential - The changing role of Global Business Services and what it means for your model - Why staying ahead in AI goes beyond technology adoption - How evolving workforce expectations are shaping the future of work - The upside of mergers and acquisitions, and strategies to reduce disruption It’s time to rethink your enterprise model and seize these pivotal opportunities: https://bit.ly/3J1edwl #FutureOfEnterprise #MakeItReal