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The Perils of Customer Concentration in M&A

Focus Investment Banking

Neither case reflected poor manufacturing performance Both customers were respected S&P 500 companies and were financially stable. The Boeing supply chain has 1000’s of suppliers across multiple tiers, but all serving a concentrated set of platforms. Consider these two examples of direct customer concentration.

M&A
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Telecom U.S. Communications Service Provider: Summer 2025 Report

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The S&P 500 gained 10.6% This means that it outperformed both the S&P 500 (up 13.6%) and the NASDAQ (up 14.9%) over this time frame. over the past three months. This was despite the fact that the broader indices were up strongly. over this time frame, while the NASDAQ was up 17.8%. The post Telecom U.S.

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FOCUS Telecom Business Services Quarterly: Summer 2025 Report

Focus Investment Banking

return of the S&P 500 and even well ahead of the 17.8% When measured over a full twelve-month time frame, this period’s gains were strong enough to bring the TBSI back from well underwater in our last report to breakeven.Unfortunately, this still places the sub sector well behind both the S&P 500 (up 13.6%

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Telecom Technology: Summer 2025 Report

Focus Investment Banking

This decline was essentially on par with the S&P 500, which dropped 0.7% This outperformed both the S&P 500 (up 12.0%) and the NASDAQ (up 14.2%) by a wide margin. over the same time frame. However, it lagged the performance of the NASDAQ, which increased by 1.4%.Over

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FOCUS Telecom Technology Quarterly: Fall 2023 Report

Focus Investment Banking

gain in the S&P 500 and the 8.5% gain in the S&P 500 and the 18.8% DOWNLOAD TO READ MORE The post FOCUS Telecom Technology Quarterly: Fall 2023 Report appeared first on FOCUS Investment Banking LLC. The FOCUS Telecom Technology Index (TTI) jumped up 9.7% in the most recent three months.

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FOCUS Telecom Technology Quarterly: Winter 2023 Report

Focus Investment Banking

This was despite the fact that the S&P 500 and NASDAQ both showed modest gains of 1.3% While the S&P 500 gained 12.0% DOWNLOAD TO READ MORE The post FOCUS Telecom Technology Quarterly: Winter 2023 Report appeared first on FOCUS Investment Banking LLC. over the past three months.

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FOCUS Telecom U.S. Communications Service Provider Quarterly: Summer 2023 Report

Focus Investment Banking

This was despite a strong overall market backdrop that propelled the S&P 500 up 8.3% compared to this time last year, while the S&P 500 and NASDAQ are up 17.6% DOWNLOAD TO READ MORE The post FOCUS Telecom U.S. and the NASDAQ up 12.8% over the corresponding time period. The sector is down 18.7% a year ago).

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