CCG Capital | Telecommunications

CCG Capital holds a deep, hands on understanding of the global Telecommunications industry with its founders having had personal business successes in this fast paced sector.

We’re invested in telecommunications companies around the world, companies that command a better understanding of their customers, who build superior networks, and find a sustainable path to growth and achieve cost leadership while maintaining a high-performance organisation. Taking a hands on approach we have worked with partners on projects seeking to confront the largest challenges and opportunities presented by the industry’s continuous evolution.

As boundaries between telecommunications, technology and media markets continue to fade, our telecommunications partners also benefit from our shared expertise in Technology and Media.

What We Do
Our Outlook

What We Do

Companies in which we invest are passionate about seizing opportunities to transform their businesses and our investment board provide critical support and expertise to help companies achieve lasting results. We bring resource to develop pragmatic strategies to address our partner’s most critical challenges.

• Growth: Strategy is at the core of everything we do. We act as trusted investment advisors, supporting telecommunications companies in making strategic decisions about wireless strategy, mobile strategy, fixed-mobile convergence, and more. We help our clients determine where to play in the future ecosystem, how to benefit from new content delivery models and new opportunities to monetize broadband, and how to partner to increase revenue pools.
• Transformation: Changing the trajectory of a business. We lead cross-functional efforts to alter a business’s financial, operational and strategic directions to produce game-changing results.
• Digital: Taking advantage of disruption. We help telecoms use digital and advanced analytics to deliver on core strategy, delight customers and operate smarter and faster.
• Organisational effectiveness: An effective organisation can give companies the edge that sets them apart from the competition. We ensure that entire organisations are aligned and set up to deliver on their objectives.
• Telecom simplification: Complexity creates a cycle that degrades financial results. We elevate telecoms’ efficiency and effectiveness, so they can better serve their customers. Our experts in IT and Performance Improvement work to develop agile technology organisations and streamlined back-end processes that please customers and generate savings.
• Capital markets transactions: We link strategy and total shareholder return to help companies create value.
• Customers: We help companies develop unparalleled customer strategies. Our expertise allows us to help companies increase customer engagement and retention while ensuring optimal service delivery, segmentation and pricing.

Our Outlook

• Dealing with uncertainty. The telecom sector is at major cross-roads: Profit pools are declining, mobile and fixed services are converging, and business boundaries in the broader ecosystem are blurring. Players must decide how they will participate in industry consolidation and which bets to make on the major ongoing technological and infrastructural transition.
• Building competitive advantage by making the right decisions: Telecom operators must determine how to win the war for connectivity and customer intimacy. They also need to maximize the perception of their networks’ value to shift the customer focus from price alone.
• Capitalising on the data surge and improving network infrastructure: As users embrace services and applications that rely heavily on the exchange of rich data, demands on network infrastructure capabilities will continue to rise. More than ever before, telecoms need to invest wisely in their infrastructure and know precisely where their investments will have the biggest impact on customer experience.
• Delighting the customer: Companies need to develop methods to check the pulse of what really matters to consumers and businesses. Delivering personalized experiences across touch points is increasingly important, and it needs to be done with sensitivity to customers’ privacy concerns.
• Simplifying products, processes and the organization: Innovative telecommunications companies need to excel in managing complexity on multiple fronts, from increasingly complex bundles of products and services to an expanding universe of devices, operating systems and applications. Companies will need flexibility and efficiency to ensure that operations run smoothly and the organization achieves its full potential.
• Anticipating the impact of regulation: Regulators have the ability to create significant impact on industry returns; over the next few years, they are expected to maintain pressure in telecommunications and manage the level of competition.
• Developing a compelling equity story: Uncertainty in global markets can shake investors’ confidence and raise questions that require compelling answers. Telecommunications companies need to understand their investor base, develop a strategy that makes them more attractive than competitors and set appropriate dividend levels that also allow them to invest for the future.