Analysys Mason Partner, Charles Murray, discusses TMT M&A pipelines and valuations, hot subsectors for 2024, and where opportunities are in IoT.
Interview with Analysys Mason Partner, Charles Murray
Key discussion points include:
- Activity and telco valuation challenges in 2023 – 0:35
- 2024 deal activity in Cloud, IT and Teleport sectors – 3:02
- Fibre – strategic M&A opportunities – 6:19
- Cellnex divestment drivers and new towerco entrants – 8:42
- Telecoms and IoT synergies: future dealmaking opportunities – 10:52
- Cloud and Managed Services panel, TMT World Congress 2024 – 13:59
This interview was recorded at TMT World Congress 2024 on January 31.
