Panel: From first check to final takeout, is fiber financing following the template or rewriting it?

07 Oct 2026
Leadership Stage
Debt , Fiber
  • Which lender groups are most active? And how does appetite differ between first-time issuers such as Lightpath with their US$1.7bn ABS offering, and repeat issuers?
  • How are lenders underwriting penetration cash flow durability and portfolio diversification?
  • How are early stage LTC and traditional bank debt being structured? And what determines when a platform can move into warehouse and ABS?
  • What does the pathway from initial development financing to takeout look like now?
  • Following Zayo’s multi-tranche ABS, how are ABS and programmatic finance structures evolving?
Speakers
Brad Moline
Brad Moline, Founder , ALLO Communications
Rachel Stack
Rachel Stack, CFO , Lightpath
Sarah Overbaugh
Sarah Overbaugh, CFO , Metronet
Scott Johnson
Scott Johnson, MD, CoBank
John Apostolides
John Apostolides, Managing Director, Rothschild & Co