Deal Timeline

Plotted by close date where disclosed, otherwise announcement. Select any marker to jump to the deal entry.

The Acquisition Playbook.

Three patterns run through Cable One's acquisitions — what it looks for, how it pays, and how it folds in what it buys.

01
Acquisition criteria
Roll-up of non-urban, secondary and tertiary cable/broadband operators (NewWave,...
Roll-up of non-urban, secondary and tertiary cable/broadband operators (NewWave, Fidelity, Valu-Net, Hargray, CableAmerica) that fit Cable One's rural, high-speed-data-centric operating model.
NewWave Communications (RBI Holding LLC)Clearwave Communications (Delta Communications, L.L.C.)Fidelity Communications Co. (data, video and voice business)Valu-Net LLCHargray (Hargray Acquisition Holdings, LLC) — remaining ~85% equity interest
02
Capital deployment
Fiber-forward expansion — acquiring fiber-rich assets (Clearwave, Valu-Net) and ...
Fiber-forward expansion — acquiring fiber-rich assets (Clearwave, Valu-Net) and later spinning fiber operations into the Clearwave Fiber JV to accelerate fiber-to-the-home growth.
NewWave Communications (RBI Holding LLC)Clearwave Communications (Delta Communications, L.L.C.)Fidelity Communications Co. (data, video and voice business)Valu-Net LLCHargray (Hargray Acquisition Holdings, LLC) — remaining ~85% equity interest
03
Integration approach
Staged, minority-first control strategy — taking minority equity stakes (Hargray...
Staged, minority-first control strategy — taking minority equity stakes (Hargray 15%, MBI 45%, Wisper, Nextlink) with put/call structures, then converting the strongest into full ownership (Hargray in 2021; MBI announced for 2026).
NewWave Communications (RBI Holding LLC)Clearwave Communications (Delta Communications, L.L.C.)Fidelity Communications Co. (data, video and voice business)Valu-Net LLCHargray (Hargray Acquisition Holdings, LLC) — remaining ~85% equity interest

The Full Deal Book

6 acquisitions — each with the deal value, financing structure, target revenue, and executive commentary where disclosed.

01 NewWave Communications (RBI Holding LLC) $740.2M
Announced May 2017 Closed May 2017

Acquired the GTCR-owned cable operator serving non-urban markets across seven states (AR, IL, IN, LA, MS, MO, TX), adding ~245,000 primary service units and expanding Cable One's rural high-speed-data and business-services footprint. Announced January 18, 2017 at $735 million; final purchase price of $740.2 million per the FY2021 10-K.

We are excited about our acquisition of NewWave, which operates in non-urban markets similar to ours and has significant high-speed data and business services opportunities that we are well-positioned to execute on.
02 Clearwave Communications (Delta Communications, L.L.C.) $358.8M
Announced Jan 2019 Closed Jan 2019

Acquired the Stephens Capital Partners-backed facilities-based fiber operator with 2,400+ route miles of dense metro fiber across Southern Illinois, giving Cable One a premier fiber platform and enterprise/business-services growth engine within its existing footprint. Announced November 12, 2018; closed January 8, 2019.

This transaction provides us with a unique opportunity to continue to grow Clearwave in its existing footprint as well as expand our fiber footprint and enterprise business segment.
03 Fidelity Communications Co. (data, video and voice business) $531.4M
Announced Oct 2019 Closed Oct 2019

Acquired the ~80-year-old family-owned cable operator's connectivity business serving customers across AR, IL, LA, MO, OK and TX, extending Cable One's non-urban footprint with ~134,000 primary service units. Announced April 1, 2019 at $525.9 million; final purchase price of $531.4 million per the FY2021 10-K.

Fidelity is a fantastic geographical, cultural and business fit. Its operating philosophy and customer-centric focus are similar to our own.
04 Valu-Net LLC $38.9M
Announced Jul 2020 Closed Jul 2020

Acquired an all-fiber internet service provider headquartered in Kansas, a bolt-on that added fiber-to-the-home capability adjacent to Cable One's markets. Purchase price disclosed in the FY2021 10-K.

05 Hargray (Hargray Acquisition Holdings, LLC) — remaining ~85% equity interest $2.0B
Announced May 2021 Closed May 2021

Acquired the ~85% of Hargray it did not already own, converting a 15% minority stake (from the October 2020 Anniston system contribution) into full ownership of the Southeastern U.S. facilities-based provider across AL, FL, GA and SC. Implied a $2.2 billion total enterprise value on a cash-free, debt-free basis; purchase price of approximately $2.0 billion. ~$2.0 billion (implied $2.2 billion enterprise value for 100%).

This transaction will also serve as a potential platform for future organic and inorganic growth in the region as we look to continue to expand our footprint.
06 CableAmerica (Cable America Missouri, LLC) $113.1M
Announced Dec 2021 Closed Dec 2021

Acquired certain assets and assumed certain liabilities of a data, video and voice provider in central Missouri on a debt-free basis, expanding Cable One's Missouri footprint with expected margin growth and cost synergies. Purchase price disclosed in the FY2021 10-K.

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