Advisory
Independent expert engagement for investors and operators requiring direct analysis beyond published research — from a single expert consultation to structured diligence support and longer-term strategic advisory.
BTC published research covers market structure, operator performance, and competitive dynamics at the level of detail most institutional buyers need. Advisory engagements go further — into specific investment theses, transaction contexts, operator strategy questions, or regulatory situations that require direct, confidential engagement rather than a published report.
Engagements are structured around the question you are trying to answer, not a predetermined scope. They draw on the same data and analytical framework used in BTC research, combined with 30+ years of operating experience at Charter Communications, NCTA, Sandvine, and across multiple broadband startups — experience that is not available from sell-side equity research or generalist consultants.
A structured single session or short series focused on a specific question — investment thesis validation, operator positioning, technology differentiation, or regulatory context. Fast to initiate, no long-term commitment required.
- Validating assumptions in a broadband or wireless investment thesis
- Understanding what a cable operator’s network upgrade timeline actually implies for competitive positioning
- Assessing FWA capacity constraints and their impact on a specific operator’s growth narrative
- Interpreting FCC BDC data and its limitations for a diligence context
Deeper engagement supporting transaction analysis, competitive market assessment, or technology evaluation for a specific target or investment. Structured to integrate with a diligence process and produce analysis that can be used alongside financial modeling.
- Independent competitive market assessment for a broadband or wireless asset
- Technology and network architecture evaluation — what is actually built vs. what is claimed
- FMC strategy assessment — how defensible is the operator’s convergence position
- Geographic exposure analysis — identifying where competitive pressure is concentrated within a footprint
- Regulatory risk assessment for broadband-adjacent transactions
Longer-term strategic advisory for broadband and wireless operators on competitive positioning, network strategy, technology decisions, and FMC execution. Structured as an ongoing independent voice, not a project-based deliverable.
- FMC strategy development — how to structure convergence positioning against MNO and fiber competitors
- Network upgrade sequencing — DOCSIS evolution, fiber build economics, and FWA deployment decisions
- Competitive response strategy in fiber-overbuilt or FWA-exposed markets
- Technology roadmap evaluation — independent assessment of vendor claims and network architecture tradeoffs
Engagements are structured to move quickly and stay focused. There is no retainer required to get started — most begin with a short scoping conversation.
Initial inquiry
Brief email describing the question or engagement context. Response within one business day.
Scoping call
30-minute call to define the question, format, timeline, and deliverable. No charge for scoping.
Engagement
Session, analysis, or ongoing advisory — structured to match the question, not a predetermined template.
Deliverable
Written analysis, presentation, session notes, or ongoing advisory cadence depending on engagement type.
A note on independence: All advisory engagements are conducted on a strictly independent basis. BTC has no vendor affiliations, no equipment to sell, and no operator relationships that create conflicts of interest. Analysis and recommendations follow the evidence — including when that evidence contradicts the prevailing narrative or a client’s preferred conclusion. Engagements are confidential by default.
Start a conversation
If you are evaluating a broadband, wireless, or fixed-mobile convergence question and want independent perspective, reach out directly. Engagements can begin within days of initial contact for most inquiry types.
Pricing is engagement-specific and provided after a scoping conversation. No retainer required to initiate contact.