The Next Eighteen Months Will Reshape North American Telecom

"Spectrum, Consolidation & the Private 5G Inflection Point" — 47 pages. Written by former FCC counsel, network operations executives, and M&A advisors who have been in the room.

47
Pages
6
Advisors
US & Canada
Markets
Q2 2026–Q4 2027
Horizon

The people who have made these decisions before.

Every resource in this briefing was authored by an advisor who held the specific role your organization now needs to navigate. Their frameworks are not theoretical.

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Spectrum Strategy

Margaret Holloway

Former Deputy Chief, FCC Wireless Bureau · 2009–2018

Led spectrum auction policy for three consecutive 600MHz, AWS-3, and C-Band proceedings. Advised the FCC Chairman on CBRS framework design.

Spectrum Valuation Framework22 pp.

A 22-page methodology for modeling spectrum value against regulatory timing risk, population coverage, and competitive positioning.

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Network Modernization

David Okonkwo

Former CTO, Clearwave Regional Communications · 2011–2022

Oversaw the decommissioning of 3G infrastructure across eleven markets serving 4.2 million subscribers. Managed $380M capex reallocation to fiber-converged 5G.

Network Sunset Playbook31 pp.

The operational and regulatory sequence for sunsetting legacy networks without triggering churn cascades or regulatory enforcement actions.

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M&A Due Diligence

Renata Szymański

Managing Director, Telecom M&A, Lazard (ret.) · 2006–2023

Closed fourteen telecom transactions exceeding $2.1B aggregate value. Specialty in tower portfolio carve-outs and MVNO wholesale agreement restructuring.

M&A Due Diligence Checklist18 pp.

The 90-point framework used across fourteen transactions — covering spectrum licenses, network assets, customer contracts, and regulatory exposure.


Three frameworks. One decision.

The full briefing delivers all three. Each is available separately to organizations with a single immediate priority.

01Spectrum Strategy

Spectrum Valuation Framework

Authored by M. Holloway · 22 pp.

A quantitative model for assessing spectrum holdings against competitive intensity, regulatory schedule, and build-out obligation risk. Includes the 7-factor scoring matrix used in three C-Band auction preparations.

  • Regulatory timing risk scoring matrix
  • Population coverage vs. interference modeling
  • Competitive positioning quadrant analysis
  • Three worked examples: C-Band, CBRS, 37 GHz mmWave
Corporate email required
02Network Modernization

Network Sunset Playbook

Authored by D. Okonkwo · 31 pp.

The operational sequence for decommissioning 3G/4G infrastructure across multi-market footprints. Covers customer migration, regulatory notification timelines, roaming agreement wind-downs, and capex redeployment cadence.

  • 36-month operational timeline template
  • Customer migration segmentation model
  • Regulatory notification jurisdiction matrix
  • Capex redeployment optimization framework
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03M&A Due Diligence

M&A Due Diligence Checklist

Authored by R. Szymański · 18 pp.

90 due diligence items across six workstreams: spectrum licenses, network infrastructure, customer contracts, wholesale agreements, regulatory exposure, and management continuity. Calibrated for transactions in the $50M–$2B range.

  • 90-point checklist across 6 workstreams
  • Spectrum license transfer risk rating
  • MVNO wholesale agreement valuation model
  • Tower leaseback scenario analysis
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The depth is real. Here is the evidence.

Section headers and structure are visible. Body analysis is redacted. One chart is unlocked per resource.

Spectrum Valuation Framework · §2.3

Regulatory Timing Risk: The Variable That Determines Whether Your Spectrum Position Is an Asset or a Liability

Full analysis unlocked on download
Unlocked · Fig. 4.1Spectrum Opportunity Index

Near-Term Spectrum Opportunity Index by Band · North America, 2026–2027

C-Band 600–700 MHz92
CBRS 3.5 GHz67
mmWave 37–47 GHz44
AWS-4 2 GHz78
H Block 1.9 GHz55

Index score 0–100. Composite of auction probability, interference risk, build-out timeline, and competitive intensity. Signal Advisory proprietary model.

Network Sunset Playbook · Table of Contents
§1Defining the Sunset Threshold: When Legacy Costs Exceed Migration Risk
§2Regulatory Notification Requirements by Jurisdiction
§3Customer Segmentation and Migration Sequencing
§4Roaming Agreement Wind-Down Protocols
§5Capex Redeployment: The 18-Month Reallocation Window
§6Post-Sunset Network Monitoring and Churn Analytics

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