Peter : On Rad's Radar?
Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

mergers

Really Big Mergers

October 16, 2015

Dell-EMC, Charter-TWC-BHN. Anheuser-Busch InBev-SAB Miller. Big mergers usually amount to nothing good for customers. It is really about getting bigger, scaling up, too big to fail, but too big to execute.

So Much M&A to Keep Up With

October 15, 2015

I cannot keep up with all the merger and acquisition activity happening right now. Here is some of it.

A big one for me is that Accenture acquired Cloud Sherpas. Sherpas was one of the largest Google integrators.

A Couple of Things

October 6, 2015

While at the ITEXPO in Anaheim, I wanted to share a few things that happened.

Birch bought some of Sage Telecom's customers. From the Sage page, it looks like Residential base but there are probably some small business too. More inorganic growth.

The Cable Dominance Push

September 19, 2015

From USA Today, "Altice Group, a European telecom company controlled by French cable entrepreneur Patrick Drahi, has agreed to buy U.S. cable operator Cablevision (CVC) in a deal valued at $17.7 billion."

Altice already is buying smaller cableco Suddenlink for $9B. That makes for a big stake in the US market.

GTT Buys OSN

September 15, 2015

GTT has been a on an acquisition binge since 2009, when they bought WBS Connect. Then in 2011 they bought UK's PacketExchange to complement the business. Next, they added nLayer to the mix for just $18m.

They bought the old Tinet from the old Neutral Tandem (Inteliquent) for $54m, before listing on the NY Stock Exchange.

FCC Moves on Frontier and the Internet

September 14, 2015

So the FCC set the clock on the Charter-TWC merger. Part of the order explains how confidential information will be handled. (This is not the first merger with confidential company info.) The two Republican Commissioners on the FCC are complaining loudly -- as they have over every order passed by this Commission. FCC Commish Ajit Pai is often belittling the FCC CHair and his decisions publicly.

What Happened to Alteva?

September 4, 2015

Alteva was one of the pure play Broadsoft ITSPs. The exit strategy was to be acquired (as it was for almost all the CCA members). An RLEC, WVT, bought them in 2011 for $17m. Today, Momemtum, a wholesale Broadsoft shop, acquired Alteva (and will take them private) for $28.7m.

Alteva had a number of management change since 2011.

What's Up With the Data Center?

August 26, 2015

This morning there is an article that "RDG Capital Fund Management, the investment vehicle of Russell Glass and a significant shareholder of Internap, put out a public call today citing shareholder support for a sale of the company," InterNAP.

On top of that, rumors say that Verizon is shopping its data center business, formerly known as Terremark, owners and operators of the NAPs.

Windstream got a banker to shop its data center business, Hosting Solutions, which it bought in 4Q2010 for $310 Million.

Other recent deals include vXchnge buying 8 data centers from Sungard AS; and Digital Realty Trust, Inc.plunking down $1.886 Billion to private equity firms ABRY Partners and Berkshire Partners for TELx.

Vonage Picks Up Another One

August 20, 2015

Broadsoft is losing customers steadily. Vonage bought its third Broadsoft shop today with the announcement it is acquiring iCore for $92M. "The purchase price represents approximately 1.3 times estimated 2015 iCore revenues." [pr]

"iCore sells its solutions primarily through its large, direct field sales force, adding significant scale and a national footprint to Vonage's existing sales force.

Integra Expands With Fiber Buy

August 18, 2015

Integra is in the process of re-invention. Integra re-organized and revived the Electric Lightwave brand. CEO Kevin O'Hara was replaced by a board member and the HQ moved to Vancouver. But it looks like it will stick with its fiber first focus.

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