Wireless Infrastructure & TowerCos
Context
The TowerCo sector is undergoing a profound transformation. Moving beyond simple passive infrastructure management, the industry is shifting toward "InfraCo" models that integrate active components, small cells, and edge computing. In this evolving landscape, the Emerton-Tactis partnership provides the strategic and technical intelligence required to value, optimize, and scale mobile infrastructure portfolios. We support investors, Mobile Network Operators (MNOs), and independent TowerCos in navigating high-value M&A transactions and long-term industrial planning.
Our dual approach ensures that commercial valuations are grounded in physical reality and operational feasibility.
1. Commercial Strategy & Asset Valuation (CDD)
We analyze the revenue drivers and contract stability of tower portfolios:
Tenancy Ratio Optimization
Assessing current occupancy and the realistic potential for "co-location" based on market competition.
Master Lease Agreement (MLA) Audits
Evaluating contract "stickiness," escalation clauses, and the impact of inflation-linked pricing.
MNO Consolidation Risks
Modeling the impact of network sharing agreements and potential decommissioning of redundant sites.
Adjacent Revenue Streams
Valuing the potential for hosting IoT sensors, edge data centers, and private 5G networks.
2. Technical Integrity & Structural Engineering (TDD)
Our technical teams provide a forensic look at the physical assets:
Structural & Load-Bearing Audits
Assessing the capacity of existing masts to host additional 5G equipment or heavier antenna arrays.
Site Quality & GIS Mapping
Independent verification of site location quality, line-of-sight availability, and ground-lease security.
Power & Backhaul Readiness
Evaluating the availability of fiber backhaul and the resilience of power supply (including batteries and green energy integration).
Decommissioning & Maintenance Costing
Rigorous modeling of the long-term CAPEX/OPEX required to maintain site integrity.