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.
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Our Latest Insights
Three Underappreciated Global Developments Impacting Energy Security
September 5, 2023 By Daniel Silverberg, Co-head of Capstone’s National Security and Defense Practice Global energy security continues to be at the forefront of geopolitics, supply chain management, economic, and electoral dynamics around the world. Russia's 2022...
The Regulatory Screws on Regional Banks are Tightening
August 28, 2023 By Keegan Ferguson, Capstone Financial Services analyst A tough year for regional banks is about to get tougher. On Tuesday, August 29th, the Federal Deposit Insurance Corporation (FDIC) will announce new, more onerous rules for large regional banks...
The Great Renewable Conundrum
August 20, 2023 By Josh Price and Alyssa Lu Policy goals are nice, but the reality is almost always messier, and more complicated. We’re seeing that conflict play out in the great energy policy tug-of-war between transitioning to renewable energy and grid reliability....
