Fiber Leaders Panel: What are the key characteristics and investment drivers of enterprise fiber?

06 Oct 2026
Leadership Stage
M&A , Fiber
  • Where does enterprise fiber offer a more durable investment case than FTTH? And will the FirstLight Fiber sale process indicate how investor sentiment is shifting?
  • From targeted carveouts to JVs, how are M&A strategies expanding metro enterprise specialization? And what can be learnt from Bluebird’s purchase of Everstream and the Ubiquity regional asset sale?
  • How are contracts, service models and customer relationships changing? And what does this mean for long-term value creation?
  • What are the predominant financing strategies for expansion and densification?
Moderator
Kemal Hawa
Kemal Hawa, Partner, Mergers & Acquisitions, Kirkland & Ellis
Speakers
Bill Long
Bill Long, Chief Product and Strategy Officer , Zayo Group
Dan Davis
Dan Davis, CEO & Co-Founder, Arcadian Infracom
Josh Broder
Josh Broder, Board Member, VETRO
Cathy De La Garza
Cathy De La Garza, SVP & President, Uniti Fiber