Strategy
Growth, market positioning, technology and portfolio decisions. We work on the strategy and on the operating model that has to deliver it.
Read moreClarity in Capital. Insight in Strategy.
A strategy and M&A advisory firm working with telecom, technology and digital infrastructure businesses, and the investors behind them, on the decisions that carry the most capital.
Expertise
What we do
M&A Advisory
Acquisitions, divestments and strategic alternatives, with management teams, founders and investors. Rationale, readiness, commercial diligence, and the execution risk nobody wants to raise.
Read morePrivate Equity
Market assessment and commercial diligence before the deal, value creation and exit readiness after it. An operator’s read on whether the investment thesis survives contact with the business.
Read moreMarket Intelligence
Markets, competitors and technologies turned into a decision. Scoped to one strategic question rather than sold as a generic report.
Read moreClients
Who we work with
Telecom and digital infrastructure companies
Operators, wholesale and enterprise providers, fibre, towers and data centre businesses.
Private equity and infrastructure investors
Deal teams and operating partners, from thesis and screening through diligence to exit.
Technology companies
Platform, software and managed service businesses selling into enterprise and carrier markets.
Founders and management teams
Owners weighing a sale, a raise, a new market or a change of direction.
From strategy to transaction to transformation.
Why Capvion
We have sat on both sides of the table
Capvion combines decades of operating experience building and scaling international technology businesses with direct experience of private equity, M&A, transformation and value creation.
We understand strategy from the perspective of operators, management teams and investors, because we have worked from each of those positions. Not only advised on plans, but been accountable for delivering them.
Track record
Selected experience
Transactions
- Buy-side and sell-side M&A
- Commercial due diligence
- Post-merger integration
- Multiple private equity ownership cycles
Markets and growth
- International market expansion
- Enterprise and wholesale telecommunications
- Strategic portfolio development
Technology and transformation
- Global telecom platform transformation
- Digital platform and product transformation
- AI strategy and adoption
Capability areas drawn from work completed in executive and advisory roles. Client names and transaction details are not disclosed.
Capvion Insights
Latest thinking
The AI Gold Rush Has the Wrong Bottleneck
The industry solved the capacity problem and then kept building. The constraint has moved one layer up, into helping enterprises choose between fragmented providers and actually…
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Too Many Cooks in the Kitchen
Most technology failures are not bad decisions. They are many reasonable decisions pulling in different directions, with nobody accountable for the whole. The fix is a…
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The Capability Gap
Enterprise AI returns are decided by the workforce rather than the model. The scarce resource is not the AI engineer, it is the business expert who…
Read moreOur thinking
The Three C’s of AI Adoption
A Capvion framework for reading enterprise AI adoption, and for working out where a given organisation is actually stuck.
Capacity
Access to the compute, infrastructure, models and resources required to deploy AI.
Clarity
Understanding where AI creates genuine business value, which use cases matter, and how organisations should prioritise adoption.
Consumption
The mechanisms that let enterprises discover, access, govern and consume AI capabilities at scale.
Considering a transaction, or testing a thesis?
A thirty minute call is usually enough to tell whether we are the right people for it.
Let’s talk