Projects
Julian moderated a panel discussing diversity in the network and in the workforce at Submarine Networks World 2023 in Singapore
Julian Rawle Consulting has provided subsea fibre optic cable services
to regional and global customers in every geographic market in the world.
Below is a brief survey of major submarine cable projects to which we have contributed our expertise.
to regional and global customers in every geographic market in the world.
Below is a brief survey of major submarine cable projects to which we have contributed our expertise.
MYTHIC SUBMARINE CABLE SYSTEM
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As Head of Business Development for Campana Group, a Singapore-based company developing a submarine fibre optic cable system ("MYTHIC") between Myanmar, Malaysia, and Thailand, Julian Rawle Consulting created a market demand model that led to a full-blown business case modeling exercise to deliver market share, revenue, P&L and cash flow forecasts. The role then evolved into outward business development, promoting the project to equity investors, lenders, potential customers and other stakeholders. This work involved formulating a Confidential Information Memorandum or Prospectus for the project, working closely with financial institutions to meet their requirements during the due diligence process, negotiating capacity pre-sales term sheets, developing capacity sales contracts, on-site visits with customers and arranging marketing events, including conference sponsorship, moderating and speaking opportunities.
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REGULATORY APPROVAL FOR MERGER
Working for both parties in a major merger of submarine cable and other telecom assets, Julian Rawle Consulting provided independent analysis of more than twenty markets served by the parties, profiles of all submarine fibre optic cables serving those markets, and overall analysis of the relative competitive positions of all market players in support of a submission to the U.S. telecom regulator, the Federal Communications Commission (FCC). According to legal counsel for one of the merging parties, Julian Rawle Consulting's work was instrumental in obtaining the FCC's approval for the merger.
BUSINESS CASE FOR OPEN ACCESS CABLE LANDING STATION
Julian Rawle Consulting advised an entrepreneur on the feasibility of the business case for building and operating a cable landing station to accommodate multiple third-party transoceanic submarine fibre optic cables. This risk-reward analysis included taking into consideration such factors as market potential, competition, environmental impact, permitting, backhaul, turnkey supplier options, and capital and operating costs.
TRANSATLANTIC MARKET ADVISORY
Julian Rawle Consulting advised a client from a major financial institution that was looking at investing in a new transatlantic submarine fibre optic cable on the current and future supply-demand balance, wholesale international bandwidth trends, competition, the process of developing an intercontinental submarine fibre optic cable system and associated risk.
SUBMARINE SYSTEM SUPPLIER ADVISORY
Julian Rawle Consulting advised a client from a major financial institution on the relative competitive position of a particular supplier of turnkey submarine fibre optic that was the financial institution's target for acquisition. Issues addressed included the supplier's sales pipeline, its research and development roadmap, competitive advantages and disadvantages, regional strengths and weaknesses, and track record.
GLOBAL INDUSTRY ADVISORY
A major financial institution looking at an investment in the submarine fibre optic industry requested Julian Rawle Consulting to provide an overview of the global market. Topics included market size evolution in specific geographies or sub-segments, value chain, competitive landscape, key customer decision criteria and process, and the impact of technology and regulation.
MARKET STUDY
A private developer of ultra-long haul submarine fibre optic cable systems commissioned Julian Rawle Consulting to provide independent analysis of the demand growth on certain key routes within Asia, the relative competitive position of new submarine cables proposed by the developer and a comparison of Julian Rawle Consulting's findings with the developer's business plan.
DEMAND STUDY
Working on a project team with other consultants, Julian Rawle Consulting was commissioned by a major operator in South America to provide and then update a study of likely demand for connectivity on a certain route to support the business case for extending an existing submarine fibre optic cable system. This study also included an assessment of competition and likely pricing trends.
SUBMARINE CABLE UPGRADE DATABASE
A major supplier of submarine fibre optic cable system components commissioned Julian Rawle Consulting to provide a global database of existing cables, including those under construction, to identify potential customers for capacity upgrades. Data points included current lit and maximum design capacity, potential upgrade capacity, upgrade history, longest digital line segment, fibre type and upgrade supplier.
SYSTEM SALES OPPORTUNITY DATABASE
Julian Rawle Consulting was commissioned by an intermediary to provide a major supplier of submarine fibre optic cable with a quarterly updated database of all submarine fibre optic cable initiatives that are proposed, planned or under construction. Key data points include cable owners, project status, Ready-For-Service date, route length, fibre pair count, repeater count and contracted turnkey supplier.
EXPERT ADVISOR TO ACQUISITION BID TEAM
Julian Rawle Consulting was part of a team providing expert advice to a large private equity firm that was considering a greater than $100M USD investment in a new intercontinental submarine fibre optic system. The task was to review reports on market potential written by other submarine fibre optic experts, interview them to enhance understanding of the reports, and then provide the client with an objective view of the investment opportunity and risk.
INVESTMENT ADVISOR
JRC was part of a team providing expert advice to a large private equity firm which was considering a >US$100M investment in a new intercontinental submarine fibre optic system. JRC's task was to review reports on market potential written by other submarine fibre optic experts, interview them to enhance understanding of the reports, and then provide the client with an objective view of the investment opportunity and risk.
SUBMARINE CABLE PROJECT DUE DILIGENCE
Julian Rawle Consulting was part of a team conducting commercial and technical due diligence on a major intercontinental submarine fibre optic cable project. The scope of work was to characterise the nature of the submarine fibre optic industry and the market in question, and to examine the efficacy of the proposed submarine cable project. Aspects considered included competition, demand and demand drivers, pricing, market positioning, profitability, route diversity, latency, scope for new entrants, customers and risk.
MARKET INTELLIGENCE SURVEY
Julian Rawle Consulting provides a monthly digest of news from the submarine cable industry for the client of an intermediary. This information is supplemented with expert analysis of the significance of each news item.