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

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Our Latest Insights

The Coming Scrutiny of Overseas Investment

The Coming Scrutiny of Overseas Investment

By: Thomas P. Feddo, Senior Adviser and Elena McGovern, Head of Private Markets October 30, 2022 - The era of China’s openness is coming to a close. In the United States, the doors that led to this globalization era, thrust open by the end of the Cold War, are being...

The Underrated Value of Sentiment

The Underrated Value of Sentiment

By: Maxwell Reale, Capstone Managing Director October 16, 2022 - With less than four weeks until the 2022 midterm elections, Capstone has been hard at work considering what policy issues will be at the forefront of the new Congress and how the Biden administration may...

Looming Disruptions to the Business of Higher Education

Looming Disruptions to the Business of Higher Education

By: Keegan Ferguson, financial services analyst October 9, 2022 - The Biden administration’s student loan relief plan is just one proposal in a litany of policy catalysts on the horizon for the higher education space as the president turns a critical eye toward...