Technology, Media & Telecommunications

What makes us different?

Capstone analyzes the evolving political landscape that shapes the technology, media, and telecommunications (TMT) sector to identify investment risks and opportunities. As the political and investment landscapes for companies such as Facebook, Amazon, Google, and Twitter evolve, we provide clients with a comprehensive and thorough analysis of the regulatory pressure, legislative trends, and policy catalysts that have massive implications for companies and investors alike.

We live in the weeds.

Our analysts understand the value of both breadth and depth in the TMT space, as new issues are constantly rising amid an existing landscape that dominates markets. We conduct a rigorous review of the public records and hold conversations with relevant regulators, policymakers, and other stakeholders to assess the risks and opportunities for companies and investors in the industry. We have cultivated strong relationships with major industry associations, such as the C-Band Alliance and the Internet Association, as well as with influential privacy groups, senior policymakers, and influential experts, to add value and identify opportunities for growth.

Selected Issues

Fixed satellite services
5G and C-Band spectrum
FCC rulemakings
Data privacy and user tracking
General Data Protection Regulation (GDPR)
EU tax on digital companies
Directive on copyright in the Digital Single Market

Connect with us

Our Latest Insights

The Growing Disaster Resilience and Recovery Economy

The Growing Disaster Resilience and Recovery Economy

By Matt Wiederrecht and Elena McGovern March 28, 2023 - The phrase “atmospheric river” is quickly becoming a household term among Americans this year, joining the likes of “bomb cyclone” and “polar vortex.” These and other extreme weather events, as well as (the more...

Consumer Finance Monthly Rundown

Consumer Finance Monthly Rundown

Supreme Court Timing Will Hamstring CFPB into 2024; States Likely to Play Larger Regulatory Role By: John Donnelly, Jackie Davey, and Thomas Dee In this report, we highlight the latest consumer finance developments, that we think companies and investors should be...

UK Politics and the Silicon Valley Bank Fallout

UK Politics and the Silicon Valley Bank Fallout

By Mathew Gilbert, Head of Capstone’s European Practice March 19, 2023 - Prudential standards in the UK financial services sector have become an unlikely political football as politicians tussle with regulators over the balance between increasing UK competitiveness...