2014 represented a year of tremendous international growth for both American Tower and SBA Communications. While opportunities in the attractive Brazilian and Mexican markets are increasingly focusing on building not buying towers, acquisitive towercos need to look beyond to create new revenues in countries like Peru and Colombia. Beyond CALA, AMT faces a different set of rival bidders in Africa, Asia and Europe – in our latest editorial, TowerXchange reviews the competitive dynamics around US$500mn+ tower ‘mega-deals’ and asks what the implications are for MNOs seeking to bring substantial tower portfolios to market?
“American Tower is voracious in the pursuit of growth, and is building a global portfolio across over 13 countries (so far) which meet their investment thesis… SBA Communications has finite appetite to engage with the complexity of the towerco business model in emerging markets, and has placed a nominal cap of 25-30% on the scale of their non-US$ revenues.” Read the full editorial here.
TowerXchange to gather AMT, SBA executives and more
In addition to our editorial efforts, we are offering you a unique opportunity to meet and discuss future plans and best practices with AMT and SBA’s senior executives at our TowerXchange Meetup Americas, taking place in Hollywood, Florida, 28-29 April 2015.
TowerXchange is collocated with the PCIA Wireless Infrastructure Show to bring together the CALA and North American industries under one roof at the Westin Diplomat Resort and Spa at the end of next month.
In addition to SBA and AMT, at the TowerXchange Meetup Americas you will have a chance to interact with senior executives from Grupo TorreSur, Digital Bridge Holdings, IIMT, Mexico Tower Partners, Torres Andinas, Innovattel/Torresec, Brazil Tower Company, Torrecom, Innovattel / Torresec, Highline do Brasil, and more. Plus 2,000+ industry experts from North America at the Wireless Infrastructure Show!
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