TDF

Providing TV and radio services to the Greater Paris region

Leading telecommunications infrastructure company with a strong position in a crucial part of the value chain for TV broadcast, radio broadcast and mobile telecoms.

Digital

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Managed Account

Vehicle

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2015

Investment year

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Invested

Status

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France

Country

Asset manager

Christopher Ehrke

More about TDF

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Managed

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Employees

2nd in Telecom towers

Market

  • Attractive growth prospects for outsourced telecom site hosting with Free entrance, 4G roll-out and network densification requirements
  • Stable and transparent regulatory environment
  • The “France Très Haut débit” plan will be continued and amplified to accelerate the roll-out of fibre throughout the territory and reach full coverage by the end of 2025 at the latest

Asset

  • #1 broadcasting tower operator in France with 80% market share in DTT, >50% market share in radio and is also one of the largest outsourced mobile tower site hosting services provider with c.20% market share
  • Large scale and high-quality tower portfolio including unique, non-replicable sites with strong coverage
  • National network of infrastructure with c.8,250 active sites, including c.600 rooftop sites, as well as 5,000 km of fibre backbone
  • Secure asset base with 91% owned towers and 32% of towers built on owned land
  • Long-term contracts (average 5 years secured for TV/radio and 10-20 years for telecoms) with blue-chip clients and historically low churn rates
  • A leading independent operator of FTTH networks with over 750,000 plugs to roll-out in the Paris green-belt

Arcus news

September 17, 2024
Arcus acquires Polish fibre-to-the-home business, FixMap
September 12, 2024
Infrastructure Investor: Mid-Market Roundtable 2024
August 5, 2024
Coolworld announces strategic acquisition of The CRS Group
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Date joined

June 2022

Office

London

English

Polish

French

Afrikaans

Karol joined Arcus in June 2022 as a Senior Investment Executive. Prior to joining Arcus, Karol worked in the digital infrastructure origination team at Amber Infrastructure and in the infrastructure principal investments team at Macquarie Capital. Karol is a member of the Digital Origination Team. His infrastructure experience to date has been primarily focused on infrastructure origination.

Karol holds a BA in Accounting and Finance from University of Manchester.

Management roles

  • Head of Energy Sector Team
  • Investment Committee Member