Portfolio Companies

Enabling Communication

Service providers that enable communication, including those involved in the traditional communications industry, were pioneers of the network-enabled service business model. These services typically include voice, video and data services delivered both to consumers and to businesses, including enterprise-class customers. The market for traditional communications services is in a constant state of “constructive deconstruction” in which emerging service providers leverage the latest technology to take market share from late-adopting incumbents. Meritage seeks to identify large niche markets underserved by incumbent communications service providers and to build large-scale businesses within these markets, which is typically an effective strategy for building enterprise value in the communications industry. When the emerging competitive providers reach critical mass, the incumbents stand ready to purchase market share through strategic acquisitions.