


Fed Court Ruling on NY Broadband Price Caps Poses New Risk of State Price Regs
May 9, 2024 By Matt Wiederrecht, Head of Special Situations The Bottom Line Capstone believes a federal appeals court ruling allowing New York to impose price caps on broadband service for low-income households poses novel risks for internet service providers...
The Growing M&A Paperwork Hurdle
April 29, 2024 By Matt Wiederrecht, Capstone M&A Analyst The Biden administration is seeking to transform the mergers & acquisitions (M&A) landscape with a potentially paradigm-shifting tool for companies: a lot more paperwork. The Biden administration has...
EPA Shift Threatens Increased Lead Liability for Verizon and AT&T
February 20, 2024 By Alec Vaughan, Capstone Special Situations analyst In early February, the Wall Street Journal continued its steady drumbeat of articles on telecom giants AT&T Inc.’s (T) and Verizon Communication Inc.’s (VZ) installation of lead-sheathed cables...
The Fallout: Preparing for the Growing Economic Risk of Natural Disasters
October 16, 2023 By Matt Wiederrecht, Capstone’s Head of Special Situations This year the US has set another grizzly record— a record no one wants, but one we believe companies and investors will have to continue to get used to. In 2023 America experienced 24 enormous...