Cell tower installation, repair and maintenance experience?

May 02, 2023

by an investor from University of Pennsylvania - The Wharton School in Los Angeles, CA, USA

Does anyone have experience with the cell tower installation, repair and maintenance industry? I am currently looking at an acquisition opportunity that specializes in the A&L (antenna & line) portion and services the major carriers (Verizon, AT&T, T-mobile, etc).

Trying to understand impact of the upgrade cycle, customer concentration risk, and long-term outlook of the business and industry.

If you have any intel or experience, I'd love to connect. Thanks.