For capital partners
The network is underwritten. Is the growth?
We help sponsors who own or are underwriting fiber platforms verify the commercial numbers: take rate by market, customers who stay after the promotion, and acquisition costs the plan can carry.
Penetration, ARPU after promotions, churn by cause, and cost per installed customer, tested against the underlying data by former operators who built those numbers from the plant up and defended them to boards and lenders.
Three ways to work with RCG
Three Ways to Create Value.
From evaluating an investment to strengthening portfolio performance, we bring operating experience to the decisions and execution that drive returns.
Commercial Diligence & Upside
Know What's Behind the Numbers.
We test the commercial assumptions driving fiber investments: from penetration and acquisition costs to ARPU, retention, and channel performance.
We identify where the operating plan is supported by evidence, where risks may be understated, and where opportunities exist to improve returns.
The Outcome: A clear view of commercial risk, potential upside, and the priorities that deserve investor attention.
Deliver on the Thesis
We work alongside portfolio leadership to accelerate customer growth, improve acquisition economics, strengthen commercial execution, and develop new revenue opportunities.
By aligning sales, marketing, systems, and leadership, we help existing teams perform at a higher level and build the capabilities needed for sustainable growth.
The Outcome: Stronger commercial performance, measurable progress against the investment plan, and a business better positioned to grow EBITDA and enterprise value.
Commercial M&A Support
Protect the Base. Capture the Upside.
Acquisitions create opportunity, but realizing that value requires more than combining networks.
We help investors evaluate commercial synergies, align sales and marketing operations, protect customer relationships, and identify opportunities to grow revenue across the combined platform.
The Outcome: A practical commercial integration strategy designed to protect recurring revenue, capture synergies, and accelerate value creation.
RCG works for one principal per engagement. When an operator engages us directly, that work is described on the fiber operators page.
Investment performance
The Economics Behind the Investment.
We connect commercial performance to the assumptions that drive earnings, cash flow, and enterprise value.
Penetration
Accelerating take rates in new markets and unlocking untapped demand in mature ones.
Customer Acquisition Cost
Understanding the fully loaded cost of adding customers and improving the efficiency of growth.
Revenue Retention
Measuring churn, promotional rolloff, and the durability of recurring customer revenue.
EBITDA Growth
Connecting customer growth, revenue quality, and operating efficiency to earnings performance.
Operating Experience & Network
The Right People. The Right Results.
We've spent decades building and operating fiber businesses, and relationships with the people who know how to make them perform.
When a challenge requires specialized expertise, we know who to bring to the table. We connect the right experience with the right opportunity, working alongside investors and management to turn plans into results.
Sales organizations built and led
From first market to regional scale, across residential, MDU, commercial, and wholesale, with the comp plans, channel mix, and operating cadence that hold after launch week.
The machine behind the numbers
Lead routing, CRM, order flow, and the reporting that connects marketing to sales to install, so the figures in the board deck trace back to a process you can inspect.
From the dirt to the data center
Decades across long-haul, middle-mile, and local distribution fiber, so commercial findings are read against what the plant and the capital structure can actually support.
Let's connect
Let's Talk About What's Next.
Whether you're evaluating an investment, looking to improve portfolio performance, or considering your next acquisition, let's discuss where our operating experience can create value.
hello@ronincapitalgrp.com