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Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

mergers

Head Count Down for the Count

August 15, 2014

The other concern at ITEXPO was all of the layoffs in telecom. The number of telecom jobs has dramatically shrunk in the last 4 years - and is still shrinking.

As the industry looks at even more consolidation from these big 3 moves - Comcast-TWC, DirecTV-ATT and L3-twt. How many synergies will be let go with this M&A?

What Did I Miss?

August 15, 2014

A couple of data center acquisitions happened (and some other notes). Shaw Communications, a Canadian cableco, came down to acquire the data center company, ViaWest, for about $1.2 Billion from the private equity owners. [pr]

The other move: Alpheus bought StratITsphere's retail datacenter business.

Many Moves

July 15, 2014

Softbank is ready to announce that it is merging with T-Mobile. It seems that Softbank CEO, which owns most of Sprint, went around the FCC by buying the German parent company. CP is reporting that "SoftBank, Sprint's majority owner, has reportedly reached a "basic agreement" to buy T-Mobile USA's counterpart, Deutsche Telekom."

Integra made its second purchase in 2014 by grabbing WCI.

Some Data Center M&A

July 7, 2014

Zayo acquired Atlanta NAP, just in time to file its S-1 with the SEC in preparation for a public offering (aka IPO). Over the years, Zayo has acquired many Atlanta based fiber assets - such as AFS and US Carrier. The addition of AtlantaNAP and its 72000 square feet of space will go nicely with its roughly 600 route miles of metro fiber. [source]

More VoIP M&A: Onvoy Buys Vitelity

June 30, 2014

An unnamed source sent me the press release that Onvoy is buying Vitelity. It reads, "Onvoy, LLC, a leading provider of national and international carrier services, has completed the acquisition of Vitelity assets, including all Vitelity customer contracts and user agreements. During the next several months we will further connect the Vitelity platform to Onvoy's national voice network, greatly expanding geographic reach, resilience, and scale for Vitelity customers, while maintaining the innovations and online experience Vitelity offers today."

It was announced a couple of days ago on DSLR.

Vendor Buys Its Platinum Partner

June 9, 2014

"Vertical Communications, a provider of business communications software, announced that it has merged with Fulton Communications, a national systems integrator of voice, data and video communications technologies and one of the Inc. 5000 "fastest growing companies in North America."" Fulton is a Vertical Diamond Partner, who has sold more Vertical solutions over the past two years than any other channel partner."

"The new combined company will offer business customers vendor-direct communications technology solutions, including cloud and premise-based enterprise telephony, unified communications, and vertical-market voice applications, as well as a local presence for direct sales, support and professional services in major markets across the United States." [press release]

One Master Agent thought this was notable since the software company is looking for more direct sales (rather than rely on the channel). Many of the Master Agencies are in fact running a direct sales force in the background behind their prominent indirect sales model.

More Big M&A Deals Announced

May 19, 2014

TWC is being bought by Comcast - with Charter taking some pieces of that $45 Billion deal. This would make Comcast - already the biggest ISP and TV provider - even bigger and more powerful. While TWC is not really a competitor to Comcast (in fact, the cable guys collude like no other business sector), it would concentrate a lot of power into one entity that also owns a lot of content under its NBC-Universal.

Before this deal was announced, FCC Chair Wheeler told Softbank that they would not look friendly to a T-Mobile acquisition by Sprint.

The Cbeyond Story

May 19, 2014

Cbeyond started strong in Atlanta. At one point, they had a chunk of the small business T1 market in Atlanta. Being VC funded, growth was required. New cities would have to be added.

M&A Merger Rumors Abound

May 1, 2014

Sprint is getting set to offer a bid to buy T-Mobile, which is funny since the FCC already told Softbank Sprint that they would say no. But on the heals of the Comcast-TWC deal (that now involves Charter getting some TWC leftovers), Sprint thinks that it will be okay.

Then there is the AT&T buying DirecTV rumor. Never hear the rumor about DISH being bought, huh?

Birch Buys Cbeyond

April 21, 2014

I knew Cbeyond was looking to sell (like TWCable, "Someone buy me!"). And there was the big rumor about Megapath buying them. The execs at Cbeyond were on the losing end of the Paetec-Windstream deal. And while Cbeyond has been talking a good game about Cbeyond 2.0, it is extremely tough to make this transition and sell enough cloud to make up for T1 sales.

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