Digital infrastructure

Infrastructure decisions. Grounded in economics.

We bring strategic, commercial and operational perspectives to long-life assets, network evolution and new infrastructure opportunities.

Where can today’s assets create tomorrow’s value?

EXPERIENCE IN PRACTICE

Relevant case studies.

Selected work in context.
Explore the detail where it is available.

KA engagement

An Australian independent telecommunications infrastructure owner

Adjacent growth strategy for a digital infrastructure owner

A growth review connected customer needs and technology change with adjacent opportunities that could build on an infrastructure owner’s existing strengths.

What the work provided

The review provided a prioritised opportunity portfolio and a rationale for sequencing development.

Joint advisory workPublished reports

Australian Competition and Consumer Commission through HoustonKemp

Telecommunications expertise for the ACCC expenditure review

KA contributed telecommunications expertise to HoustonKemp’s review of NBN Co expenditure for the ACCC’s replacement module process.

What the work provided

The joint review provided evidence and recommendations to inform the ACCC’s regulatory assessment.

Earlier professional experience

A national broadband network operator

The commercial case for a full fibre network transition

Commercial analysis supported the case for an A$2.4 billion full fibre overbuild programme and examined the timing of copper-user migration and network retirement.

What the work provided

The commercial case and migration modelling gave decision makers a basis for considering investment pathways, timing and the economics of network transition.

THE PEOPLE BEHIND THE WORK

Relevant experience. Direct involvement.

Consultants who bring a useful perspective
to the questions you are facing.

Jim works with boards and leadership teams to address strategic decisions and improve business performance. His experience spans strategy, build-versus-buy decisions, acquisition integration, operating models and complex transformation across business and government sectors.

Relevant experience

Growth and innovation in digital infrastructureDeveloped growth opportunities for a digital infrastructure owner, linking assets and engineering capabilities with emerging customer needs.More detail
Prior industry experience

Jim worked with an independent telecommunications infrastructure owner on adjacent growth opportunities and the process for developing them. He helped connect carrier needs and technology trends with the company’s assets, engineering capabilities and commercial relationships. The work considered opportunities such as shared site facilities, rooftops and in-building coverage, comparing their strategic fit, development needs and timing. Jim also contributed to an opportunity assessment framework and interactive workshop preparation that brought management and technical expertise into the discussion. The contribution provided a prioritised opportunity set and a disciplined approach to testing assumptions, allocating resources and reviewing progress.

Independent telecommunications review alongside economistsContributed telecommunications expertise to an independent regulatory review. Jim is a named co-author of the published expenditure reports.More detail
KA engagement

Jim contributed telecommunications expertise alongside HoustonKemp to advice for the ACCC on NBN Co’s expenditure and service-standard costings. The work connected network and operating realities with the questions being assessed in the replacement module process. Jim is a named co-author of the public expenditure reports and the August 2026 service standards memorandum. His experience demonstrates the ability to work across technical, commercial and regulatory considerations within a specialist advisory team.

Wholesale access strategy across technical and commercial boundariesWorked across technical and commercial boundaries on wholesale access strategy and the economics of telecommunications infrastructure.More detail
Prior industry experience

Jim led corporate strategy work on a major wholesale network access decision for a telecommunications provider. The work brought together marketing, technical, regulatory, legal, pricing and financial considerations as the company assessed the commercial implications of granting another operator partial access to its mobile network. His contribution was strategic leadership alongside the relevant functional experts. The experience demonstrates his ability to frame a decision that crosses specialist functions and connect the operational realities of a network with commercial choices.

Meet Jim

Michael brings extensive experience in corporate strategy and network economics, including senior roles with nbn and Telstra. Previously a consultant with McKinsey and Bain, he also has strategy experience across digital infrastructure, energy, financial services and professional services.

Relevant experience

Fibre investment options and network transitionHelped develop the commercial case for an A$2.4 billion fibre overbuild programme and modelled the timing of network migration and node retirement.More detail
Prior industry experience

Michael played a key role in developing the commercial case for an A$2.4 billion full fibre overbuild programme of a fibre-to-the-node footprint. His work centred on maintaining a focus on commerciality while connecting network investment options with the transition from initial rollout to optimising ongoing operation. He also developed modelling to examine the timing of migrating remaining copper-based users and decommissioning network nodes. This experience connects infrastructure strategy with the practical timing and economics of network transition.

Comparing cable and fibre investment pathwaysCompared cable and fibre investment pathways, connecting customer experience and network capability with capital choices.More detail
Prior industry experience

Michael reviewed strategic investment options for a broadband operator’s hybrid fibre coaxial footprint. He combined economic and engineering analysis in models comparing further cable-network investment with fibre-based alternatives to meet growing traffic demand. The work identified circumstances in which capital could be redirected towards more attractive fibre investments. This experience demonstrates how technical network choices can be assessed through commercial assumptions, customer requirements and the long-term use of capital.

Reducing the service cost of fibre equipment changesExamined how fibre equipment changes could be delivered with lower service cost and fewer operational consequences.More detail
Prior industry experience

Michael assessed opportunities to improve the delivery and replacement of in-premises fibre equipment. His analysis supported a product strategy change enabling subsequent customer replacement of fibre network termination devices, with the aim of reducing future technician visits. The work connected product design and customer processes with long-term operating cost. It provides relevant experience for organisations considering how changes to equipment, service design and operating practices can reduce the cost of serving customers.

Meet Michael

Thao brings two decades of experience in business planning, financial analysis and strategy execution. Her expertise includes growth strategy, product development, benchmarking, finance and business improvement, particularly in telecommunications and technology.

Relevant experience

Financial and strategic analysis for a telecommunications regulatory engagementProvided financial analysis, strategic assessment and benchmarking to inform a major telecommunications regulatory engagement supported by KA.More detail
KA engagement

Thao provided financial analysis and strategic assessment in telecommunications, including benchmarking to inform a regulatory engagement supported by KA. Her work connected financial and operational evidence with the questions underlying a major expenditure review, helping develop a consistent basis for comparison and decision making.

Analytical support for infrastructure investment benchmarksSupported infrastructure investment benchmarking, connecting financial analysis with the market and technology context.More detail
Prior industry experience

In an earlier role at Telstra, Thao contributed to a study comparing capital intensity across telecommunications operators. The work examined international and domestic data, considered differences in reporting scope, and tested how market growth and competitive conditions related to investment levels. It also documented the limitations of the comparisons. The experience combines careful analysis with the commercial judgement needed to interpret infrastructure benchmarks in context and support an informed management discussion.

Meet Thao

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