Within Enterprise Technology, Columbia targets the waves of disruptive technology change that have characterized the industry since its inception. Our team seeks investment opportunities where tech-enabled services or software solutions can improve the agility, decision-making, and innovation capability of large enterprise organizations. This customer market segment often faces challenges associated with many decades of prior investment and regulation. As a result, Columbia believes that partnering with experienced entrepreneurs to build challenger and disruptor models can lead to attractive investment outcomes.
Columbia has a strong track record of employing a “picks and shovels” approach to supporting the digital economy, whether investing in the mobile networks that support internet traffic, the infrastructure that underlies public and private networks, or the providers that are building and implementing hyperscale and enterprise compute environments. Our team has invested in and built unique digital infrastructure assets for over two decades, including data centers, towers, small cells, and fiber networks, and are actively seeking new investments in these areas.
Mobile usage has been one of the largest drivers of data communications growth over the last decade. We believe that this trend will continue to drive strong demand for new mobile capacity, through both new infrastructure and additional useable spectrum. Columbia has been a major participant in the mobility area through investments in disruptive service platforms as well as the acquisition and repurposing of spectrum. Columbia has also invested in service providers that address the growing security and redundancy needs of critical infrastructure and connected devices.