As cloud adoption accelerates and gen AI moves into real-world deployment, enterprise connectivity is becoming a critical enabler of digital infrastructure.
In this video series, Associate Partner Andrei Tchadliev explores what it takes to succeed in enterprise connectivity, and where the biggest opportunities lie for operators and investors.
Video 1: What are the key success factors in enterprise connectivity?
The video below highlights the main factors in enterprise connectivity success, including metro capillarity, infrastructure ownership, and a strong regional data center footprint. He emphasizes the importance of serving sophisticated customers with multi-site needs, cloud adoption, and clear AI pathways across sectors like healthcare, finance, and manufacturing. Andrei also notes that complementary products and wholesale offerings are vital to address broad market demand.
Video 2: Where are the key opportunities for operators and investors in enterprise connectivity?
In the video below, Andrei outlines opportunities in enterprise connectivity for operators and investors. He posits that operators should build value propositions that align with their infrastructure, market maturity, and customer sophistication. Operators should pay close attention to messaging that can create differentiation and complement existing capabilities. Investors should take into account various regional and national assets for investment hypotheses in enterprise connectivity in a cloud and generative AI context.
How Altman Solon can help
Altman Solon helps telecom operators, digital infrastructure providers, and investors solve their most critical strategy and transformation questions, from growth and go-to-market to network, technology, and operating model decisions.
About Altman Solon: Tele communications
Altman Solon is the world’s largest strategy consulting firm focused exclusively on telecommunications, media, and technology (TMT). In telecommunications, we support telecom operators, infrastructure providers, and investors with diligence and value creation across the deal lifecycle, grounded in deep sector expertise, commercial insight, and technical fluency.
Who we work with
- Integrated telecom operators (fixed and mobile)
- Fiber and fixed digital infrastructure providers (including FiberCos and wholesalers)
- Tower and mobile infrastructure players (including TowerCos and shared-network models)
- Data center operators and hyperscaler ecosystem participants
- Equipment, engineering, and construction services providers
- Infrastructure funds, private equity, growth investors, lenders, distressed investors, and hedge funds
- Investment screening and market landscaping (market dynamics, risks, and opportunity sizing)
- Commercial due diligence (positioning, plan realism, and resilience for buy-side and sell-side mandates)
- Technical due diligence (infrastructure, systems, and technology implications for the investment thesis)
- Portfolio optimization and value creation planning (growth and performance initiatives post-close)
- Post-merger integration and 100-day planning (integration strategy and execution priorities)
- Exit strategy and equity story development (positioning and readiness for the next transaction)
