CommScope’s Post

The German #fiber market has experienced dynamic growth, driven by political initiatives and billions in financing. But despite record #investments in 2023, companies are facing financial and operational #challenges. The market environment has changed fundamentally. AlixPartners regularly advises lenders to successfully navigate through these turbulent waters. We combine deep sector experience in the FiberCo market, with a focus on #Turnaround and #Restructuring, and an innate ability to provide rapid, hands-on support in "When it really matters" situations. Find out more about the current fiber market situation and what lenders need to know now in this article by our colleagues Klaus Hoelbling, Stuart Cockburn, Cord Weirich, Martin Born and Jonas Nonnenmacher.

“Verizon Communications agreed to buy back some of the fiber-optic lines it sold off nearly a decade ago through a $9.6 billion deal for Frontier Communications. The all-cash deal, announced Thursday, offered $38.50 a share for Frontier investors. The companies said it was valued at $20 billion including acquired debt. (…) Frontier, cobbled together by several deals over the years, has more than 2 million fiber-optic connections across 25 states. Folding its network into Verizon would reach a combined 10 million fiber-optic customers in the Northeast and Midwest as well as in California, Texas and Florida—three markets that Verizon sold to Frontier in 2016. Verizon executives said the round trip will help the new company overhaul those aging phone lines while building new connections in neighborhoods that don’t already have fiber-optic service. Frontier has spent years on an existing long-term construction plan and the combined company would expand the number of locations passed with a fiber line—not all of which will sign up for service—to 30 million by 2026. (…) Verizon will be under pressure from shareholders to justify the purchase after the company paid more than $45 billion to secure 5G-friendly wireless spectrum licenses and spent billions more to use them. Executives have said they are focused on trimming the telecom giant’s leverage to put it on a firmer financial footing. The deal will add to a debt pile that totaled more than $120 billion earlier this year.”

Initial pricing discussions call for a margin between 5 and 5.25 percentage points over the Secured Overnight Financing Rate, offered at a discounted price of 98 cents, the person said. That’s substantially cheaper than the private loan the company obtained at 8.25 percentage points over the benchmark. Story by Michael Tobin and Jeannine Amodeo https://lnkd.in/eJKKctaz #leveragedfinance #privatecredit #directlending #leveragedloans

$AIRJ - Is Montana Technologies about to stumble? May pull down from Symbol change on the 15th of March 2024: Debt can assist Montana Technologies until it has trouble settling it off, either with new capital or with free cash flow. So, Montana Technologies' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Montana Technologies sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Montana to invest in growth at high rates of return. When we think about Montana Technologies' use of debt, we should always consider it together with cash and equity. https://lnkd.in/ggAxyWvb #stocks #stocktwits #thematic_portfolio

Generate Capital secured a $1.2 billion revolving credit facility and term loan to support its mission to become the capital partner for the infrastructure transition. Read More: https://lnkd.in/gx4YtphM #ABFJournal #TopStories #CapitalPartnership #CorporateCredit #JPMorgan

What is the most effective debt management strategy in manufacturing? Here are three strategies that have proven successful Prioritize debt restructuring - restructuring debt can help lower interest rates, extend repayment periods, and consolidate multiple loans, reducing the strain on cash flow. Focus on operational efficiency to improve cash flow - streamlining operations, reducing waste, and optimizing inventory management frees up cash that can be used to pay down debt faster. Maintain a robust debt-to-income ratio - keeping debt proportional to income ensures financial flexibility, reduces risk, and supports long-term stability. In a high-interest environment, managing debt isn’t just about cutting costs—it’s about strategic planning that supports both stability and growth. Strong financial leadership brings a holistic view, balancing refinancing, optimizing cash flows, and aligning debt management with the company’s long-term vision. This approach ensures that rising rates don’t stifle innovation or operational flexibility, allowing manufacturers to stay agile and competitive. How are you managing your operations debt? #Manufacturing #DebtManagement #FinancialLeadership #StrategicPlanning #Resilience

We are pleased to share Cordiant Digital Infrastructure Limited’s (LSE: CORD) first quarter update for the financial year ending 31 March 2025.    CORD remains focused on implementing our “Buy, Build & Grow” strategy, and achieving a NAV total return target of 9% per annum, combining capital growth and progressive dividends.    Key highlights of the quarter include:  - Strong operating performance across our portfolio - Active debt management strategy executed over the past 18 months, resulting in no debt maturities before June 2029  - Alignment of management with shareholders – Cordiant management and board now own 1.8% of CORD’s share capital   - Full dividend coverage, backed by the free cash flows generated by our portfolio   Looking ahead, we remain confident in our strategy to deliver long-term value for our shareholders. To read the full Q1 update, please go to https://lnkd.in/dkZE-5Bw

If your business has valuable assets like equipment, vehicles, or property, you could be sitting on untapped capital. Asset refinancing allows you to free up that capital by refinancing existing assets, giving your business a cash boost without taking on new debt. Curious about how asset refinancing could help your business? Contact us today! 📞 028 9693 6250 ✉️ [email protected] #AssetRefinancing #BusinessFinance #CashFlow #RMCCommercial #FinanceSolutions #AssetFinance #BusinessGrowth #NorthernIrelandBusiness

Anup Kumar Adlakha (Founder & CEO, PE Front Office) will be speaking on 'Private Debt Solutions' at the LPGP Connect CFO/COO Private Debt event on March 20-21, 2024.  Visit our booth to discover how PE Front Office can elevate your investment strategies. #SimplifyWork #EnhanceProductivity #privateequity #venturecapital #privatedebt #fundoffunds #alternativeinvestments #alternativeassets #privatecapital #pefrontoffice

Infrastructure today covers a wide array of alternative investment strategies - from toll roads to bridges to ports to airports to water systems and waste water treatment plants, the components that comprise the national and global electrical grids, to electronic communication networks and data centers, to electrical transmission lines and electrical generation plants - and more. So many different ways to invest in the infrastructure that makes global, national, regional and local commerce possible. And so many different risk/return profiles. Truly, a fascinating investment sector to explore.