Telecom and media companies could face the perfect storm of M&A, as a new regulatory regime and broad shifts in technology could lead to major transactions that cross industries in the coming year. A Trump administration would presumably be more permissive to major deals than the Obama regime. AT&T’s $85 billion purchase of Time Warner will be a key test case for Trump’s regulators and will send signals to other potential buyers and sellers. Wireless is at the epicenter, as the Internet moves to mobile networks. T-Mobile CEO John Leger has said that beyond the four national carriers, there is “a whole new group leaning against the window trying to get in” to the wireless business. Comcast and Charter are launching mobile service through pacts with Verizon and Sprint, and the longer-term question is whether the two largest cable providers will seek a larger position in the wireless industry.
For all of the anticipation, however, a massive telecom, media and technology mashup is yet to occur. In today’s round table we’ll discuss the forces that could drive the next round of TMT deals—or hold them in check.
Director of Business Strategy, Venue Virtual Data Room
Daniel Perez is Director of Business Strategy for RR Donnelley's Venue virtual data room platform, with responsibility for the strategic marketing and branding direction for Venue globally. Daniel has been with RR Donnelley 4 years, and prior to joining RRD, he worked at both NBC Universal and BBC America in the digital media and marketing divisions in New York. Prior to moving to New York, Daniel worked both as in-house and agency marketing roles in Las Vegas, as well as executive producing a television series for the City of Las Vegas. Mr. Perez holds a Bachelors Degree in Business and Psychology from Pepperdine University and a MBA from the Gabelli School of Business at Fordham University.
Zelnick Media Captial
Ripan Kadakia joined ZMC in 2014. Mr. Kadakia is responsible for originating, executing and managing investments. Mr. Kadakia currently represents ZMC on the board of Cannella Response Television.Before joining ZMC, Mr. Kadakia was an investment professional in the Technology, Media and Telecommunications group at Warburg Pincus, where he focused on investments in the software, internet, information, business services and education industries. In his time at Warburg Pincus, Mr. Kadakia executed control buyouts and growth investments and also served as a board member or strategic advisor to several portfolio companies.
Prior to Warburg Pincus, Mr. Kadakia was an investment professional at Audax Group Private Equity, where he focused on executing investments and operating middle-market companies in a variety of industries. Mr. Kadakia completed ten transactions spanning the manufacturing, distribution, software, healthcare services and financial services industry while at Audax.Mr. Kadakia began his career as a strategy consultant at Oliver Wyman, executing and managing projects in the United States, Africa and the Middle East for a broad range of financial institutions. Mr. Kadakia graduated summa cum laude from the Jerome Fisher Program in Management & Technology from the University of Pennsylvania, earning a BS in Finance and Managing E-commerce from the Wharton School and a BSE in Computer Science and Engineering from the School of Engineering and Applied Science. Mr. Kadakia also earned his MBA from the Wharton School, where he graduated as a Palmer Scholar