EPISODE · Feb 18, 2026 · 17 MIN
Scott Baker, Managing Partner at Oak Hill Capital, discusses US fibre consolidation, how new pools of capital are reshaping the market, and where Oak Hill sees the greatest opportunities
from Deal Talks · host TMT Finance
Scott Baker, Managing Partner at Oak Hill Capital, discusses US fibre consolidation, how new pools of capital are reshaping the market, and where Oak Hill sees the greatest opportunities.Oak Hill’s US fibre consolidation outlook – 1:38 Lessons from scaling Metronet into a major FTTH platform – 3:47 Build vs buy market dynamics – 6:01 Bolt-on acquisition strategies – 8:07 Regional consolidation strategy – 9:31 Assessing the next phase of consolidation – 12:46 New pools of capital in the fibre market – 13:39
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Scott Baker, Managing Partner at Oak Hill Capital, discusses US fibre consolidation, how new pools of capital are reshaping the market, and where Oak Hill sees the greatest opportunities
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