Our Capabilities
Three integrated pillars to unlock value across the entire TMT investment lifecycle.
Framework
We don't just apply standard models. We have developed unique intellectual property to navigate the specific complexities of the African TMT landscape.
Complexity Arbitrage
In emerging markets, complexity is often seen as a risk. We view it as an asset class. By mastering the intersection of regulatory uncertainty, technological leaps, and operational friction, we unlock "Alpha" where others see only barriers.
- Turning regulatory hurdles into competitive moats
- Leveraging technology gaps for leapfrog growth
Integrated Value Creation
True value isn't created in silos. Our methodology seamlessly integrates Strategy (The Nation Builder), Finance (The Financier), and Execution (The Operator). This holistic loop ensures that strategic vision is always grounded in financial reality and operational feasibility.
- Aligning public policy with private capital logic
- Bridging the gap between due diligence and PMI
Strategy
We provide independent, data-driven advice coupled with deep TMT sector knowledge to support critical investment decisions. Our approach bridges the gap between high-level strategy and financial reality.
Strategic Planning
Decision support, business model development, and entry strategy.
Partnership Strategy
Structuring alliances, joint ventures, and wholesale agreements.
Competitive Benchmarking
In-depth analysis of market positioning and competitor performance.
"Independent Advice"
Coupled with deep TMT sector knowledge to de-risk investment theses.
Finance, Planning & Costing
We deploy state-of-the-art economic modeling methodologies to ensure fair access to essential resources and reasonable pricing. Our expertise supports regulators and operators in defining rules that guarantee competitive market functioning.
Advanced Cost Modeling
Top-down and bottom-up cost modeling, LRIC/LRAIC methodologies, and universal service cost calculation.
Regulatory Accounting
Accounting separation, fair allocation of direct and indirect costs, and margin squeeze tests.
Pricing & Profitability
Evaluation of reasonable margin rates (WACC, ROCE, ROI), tariff modeling, and auction design.
AI & Digital Transformation
At the intersection of strategy and technology, we help TMT leaders turn AI's promise into measurable performance. From strategic use case identification to production deployment, we embed AI across your value chain.
Strategic AI
AI-augmented M&A due diligence, market entry analysis, and pricing optimization for TMT assets.
Operational AI
Network optimization, churn prediction, contact center automation, and intelligent assistants for technical teams.
Regulatory AI
Automated compliance monitoring, regulatory document generation, and AI governance frameworks for EMEA markets.
Our AI Implementation Methodology:
Investment & M&A
End-to-end support for fundraising, mergers, and acquisitions. We help you identify the right targets, value them accurately, and close the deal.
Financial Valuation
Robust financial modeling and valuation for telecom assets.
Due Diligence
Comprehensive commercial and technical due diligence (Buy-side & Sell-side).
Investor Search
Connecting projects with financial and industrial investors.
Organization & Operations
We don't just write reports; we implement them. Our team of former C-level operators steps in to lead transformations, ensuring that strategic plans translate into P&L impact.
Turnaround Plans
Restructuring, BPR (Business Process Reengineering), and performance improvement.
Cost Efficiency
Resource allocation optimization and OPEX reduction strategies.
Interim Management
Deploying seasoned CEOs, CFOs, CMOs, and CTOs to stabilize operations.
PMO
Complex project management office and strategy implementation.
Future Ready
Building the digital foundations of tomorrow's cities.
Digital & Smart Cities
We support governments and private operators in designing and implementing digital infrastructure and smart city projects.
Smart City Strategy
Master planning, use case definition, and technology roadmap.
Digital Infrastructure
Feasibility studies for data centers, fiber networks, and IoT platforms.
E-Government
Digitization of public services and citizen engagement platforms.
Blue Ocean Strategy
Based on Kim & Mauborgne's framework, we help TMT companies escape saturated "red ocean" markets by creating uncontested market space. Our approach identifies opportunities for value innovation where competition becomes irrelevant.
Strategic Canvas Analysis
Mapping competitive factors to identify differentiation opportunities and value curves.
Four Actions Framework
Eliminate, Reduce, Raise, Create - systematic approach to value innovation.
TMT Applications
MVNO strategies, TowerCo models, convergence plays, and digital service innovation.
Four Actions Framework
Kim & Mauborgne, INSEAD
4-Step Payout Decision Framework
McKinsey Valuation Framework
Capital Structure & Shareholder Returns
Based on McKinsey's Valuation framework, we help TMT companies optimize their capital structure and payout policies. Our approach balances tax efficiency, financial flexibility, and shareholder value creation.
Optimal Leverage Analysis
TMT sector-specific guidance: Telecom Operators (2-3x), TowerCos (4-6x), Tech/Software (0-1x).
Dividend Policy Design
Sustainable payout ratios, special dividends, and progressive dividend strategies.
Share Repurchase Programs
Timing, execution, and communication strategies for buyback programs.
"Capital structure has less impact on value than practitioners think — focus on operations first."
— McKinsey Valuation, 7th Edition
M&A Process & Post-Merger Integration
End-to-end M&A support from target identification to Day 100+ integration. We de-risk transactions and accelerate value capture through structured PMI programs.
Origination
Target screening, market mapping, strategic fit assessment
Due Diligence
Commercial, financial, technical, legal, and regulatory DD
Negotiation
Valuation, deal structuring, SPA negotiation
Closing
Regulatory approvals, conditions precedent, Day 1 readiness
PMI 100 Days
Integration planning, synergy capture, cultural alignment
Typical timeline: 6-18 months from origination to PMI completion
Telecom Licensing
Expert guidance through the complex process of obtaining telecom licenses. From spectrum auctions to infrastructure permits, we navigate regulatory requirements across Africa and the Middle East.
Spectrum License Applications
Auction strategy, bid preparation, and technical documentation for mobile spectrum (2G/3G/4G/5G).
Infrastructure Permits
Fiber deployment rights, tower permits, and passive infrastructure authorizations.
Service Licenses
ISP, MVNO, VoIP, and value-added service authorizations.
Regulatory Compliance
Ongoing compliance monitoring, license renewal, and regulatory reporting.
License Acquisition Process
Methodological Foundations
Our proprietary approaches are grounded in world-class strategic thinking and economic rigor. We build on proven frameworks from leading institutions and adapt them to the unique realities of emerging TMT markets.
The Blue Line Imperative
Kevin Kaiser & David Young
Wharton School of Business
We help TMT leaders focus on real value creation instead of vanity metrics. By distinguishing between value-creating and value-destroying activities, we align strategic decisions with long-term shareholder returns.
Application
Performance management, capital allocation, and value-based leadership.
Valuation (McKinsey)
Koller, Goedhart & Wessels
Strategic & Financial Analysis
The gold standard for corporate valuation. We deploy DCF, multiples, and real options analysis to provide investors with defensible, market-tested valuations for telecom and infrastructure assets.
Application
M&A due diligence, portfolio valuation, and investment thesis validation.
Economic Cost Analysis
LRIC, Activity-Based Costing
We use forward-looking economic cost methodologies (LRIC/LRAIC) to model efficient network costs, ensuring regulatory pricing reflects true infrastructure economics rather than historical accounting.
Application
Regulatory tariff modeling, interconnection pricing, and universal service costing.
CFI Best Practices
Corporate Finance Institute
We adhere to CFI's rigorous financial modeling standards, ensuring our analyses meet institutional-grade quality for credit committees, investment boards, and regulatory authorities.
Application
Financial modeling, sensitivity analysis, and investment memoranda preparation.
"We don't just borrow frameworks—we adapt them. Our expertise lies in translating global best practices into actionable strategies for markets where data is scarce, regulation is evolving, and execution is everything."
— EXXING Strategy Team