Advisory
Independent buyer-side and investor-side advisory from a 40-year commercial satcom operator. Expert network calls, diligence support, procurement and multi-orbit strategy.
Independent advisory for people who buy from, invest in, or regulate the satellite industry
I spent four decades building and selling satellite connectivity before I started writing about it. United States Air Force communications, then PanAmSat and Intelsat during the fleet-scale Geostationary Earth Orbit (GEO) era, then iDirect Technologies on the ground-segment platform side, then eight years running enterprise broadband services at Viasat. I have sat on the operator side of the table, the technology vendor side, and the service delivery side. The one side I have never sat on is yours: the buyer's, the investor's, the policymaker's.
That is the side I advise now.
Who this is for. Investors evaluating satellite operators, ground-segment vendors, or Direct-to-Device (D2D) ventures. Enterprise and government buyers procuring connectivity across GEO, Low Earth Orbit (LEO), and multi-orbit services. Corporate development teams testing an acquisition thesis. Policy and regulatory professionals who need the commercial mechanics explained by someone who has lived them.
What I do.
Expert network consultations. I take calls through Tegus, AlphaSense, Gerson Lehrman Group (GLG), Guidepoint, True North Insights, and Third Bridge. If your firm uses one of these platforms, that is the fastest way to get an hour of my time. Topics where I add the most value: enterprise satcom economics, ground-segment platforms and their real switching costs, multi-orbit service strategy, and how operator sales organizations actually behave when they are losing.
Diligence support. Independent assessment of a target's technology position, customer economics, and competitive exposure. I read the same filings the bankers read. The difference is I know which claims in a management deck are real and which are aspiration.
Procurement advisory. If you are an enterprise or government buyer negotiating satellite capacity or managed services, I can tell you what the vendor's cost structure looks like, where the negotiating room actually is, and which contract terms will hurt you in year three.
Multi-orbit strategy. Not "should we use LEO." The real questions: which traffic belongs on which orbit, what the ground segment has to look like to make that portable, and what it costs to be wrong.
Background, in brief. Principal, Satellite Insights LLC, publishing Satellite Insights Weekly, an independent satellite communications intelligence publication. Previously Senior Director of Enterprise Broadband Services at Viasat, with earlier roles at iDirect Technologies, PanAmSat, Intelsat, and Spacenet, and a United States Air Force communications background. Based between the United States and Spain, working with clients in both markets.
Sample of the published work:
- Is iDirect a Smart Buy?
- The Independent and Regional Satellite Ground-Segment Layer: A 2026 Map
- Who Gets Bought Next in Satellite M&A. One Seller Has Already Told You
- The Multi-Orbit Mirage: How GEO Operators Are Retiring the Fleet They Can't Fill
Getting in touch. For expert network calls, request me through your platform. For direct engagements, email glenn@satelliteinsights.com with a sentence or two on what you are trying to figure out. If it is not a fit, I will say so and, where I can, point you at someone better placed.