Stock Markets June 22, 2026 08:01 AM

Oaktree-owned ITG Aims for $2.67 Billion Valuation in Nasdaq IPO

Broadband construction and maintenance provider seeks up to $429.3 million as AI-led demand and a busy IPO window drive listings

By Derek Hwang
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ITG, a Hendersonville, Tennessee-based digital infrastructure firm owned by Oaktree Capital Management, has filed to list on Nasdaq under the symbol ITG, targeting a valuation of as much as $2.67 billion. The company plans to raise up to $429.3 million by selling 19.5 million shares at $19 to $22 each as part of an active post-SpaceX IPO market. ITG supports broadband network construction and upkeep across 49 U.S. states and reported a $2.9 billion backlog at the end of 2025, with $1.3 billion expected to be completed in the next fiscal year.

Oaktree-owned ITG Aims for $2.67 Billion Valuation in Nasdaq IPO
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Key Points

  • ITG filed to raise up to $429.3 million by offering 19.5 million shares at $19 to $22, valuing the company as high as $2.67 billion.
  • The company provides outsourced broadband and fiber construction and maintenance across 49 U.S. states and finished 2025 with a $2.9 billion backlog, $1.3 billion of which is expected to be realized next fiscal year.
  • Oaktree Capital Management acquired ITG in 2021 and the company has completed 12 acquisitions under Oaktree’s ownership; Morgan Stanley, Citigroup, UBS Investment Bank and Stifel are joint bookrunners.

ITG, a digital infrastructure company headquartered in Hendersonville, Tennessee, is seeking a U.S. market valuation of up to $2.67 billion as it moves toward a Nasdaq listing under the ticker ITG. The firm has filed to sell 19.5 million shares priced between $19 and $22 apiece, a sale that would raise up to $429.3 million.

The planned offering comes amid a busy IPO calendar that has remained active following the SpaceX listing, with issuers aiming to take advantage of favorable conditions before the typical summer slowdown. Market momentum tied to AI-related demand has been cited as a factor encouraging companies to pursue public debuts in the current window.

Founded in 2013, ITG offers outsourced construction and maintenance services to broadband operators, fiber providers, wireless carriers, data center operators and utilities. The company says it supports network buildouts and upkeep across 49 U.S. states and competes with Dycom Industries, MasTec, Primoris Services and Quanta Services in that market.

ITG’s revenue mix is concentrated, with Comcast and Charter Communications together representing 60% of the company’s revenue in the most recent year. The firm finished 2025 with a backlog of $2.9 billion, and management expects roughly $1.3 billion of that backlog to be executed in the following fiscal year.

Investment firm Oaktree Capital Management acquired ITG in 2021 in partnership with the company’s management. During Oaktree’s ownership, ITG has expanded through a series of 12 acquisitions. The underwriting group for the IPO includes Morgan Stanley, Citigroup, UBS Investment Bank and Stifel as joint bookrunners.

The company’s public filing coincided with other firms launching U.S. IPO roadshows on the same Monday, including Uber-backed electric-bike startup Lime and silver miner Sinda. ITG’s filing underscores the appeal of providers of high-bandwidth connectivity as data consumption and data center expansion related to AI workloads drive demand for broadband construction and capacity.


Context and market placement

ITG positions itself as a contractor servicing the infrastructure needs of broadband and data center ecosystems, sectors that have seen accelerating demand due to the rising importance of high-speed connectivity and the growth of AI-related data processing. The company’s concentrated customer base and sizeable near-term backlog are notable elements investors will weigh as the IPO progresses.

Risks

  • High revenue concentration - Comcast and Charter Communications together accounted for 60% of the company’s revenue last year, creating customer concentration risk for IT and telecom investors.
  • Execution risk tied to backlog - while ITG reported a $2.9 billion backlog at the end of 2025, the timing and completion of $1.3 billion expected next fiscal year could affect near-term revenue recognition in the telecom and infrastructure sectors.
  • Market timing uncertainty - the IPO is being launched into a busy post-SpaceX market ahead of a traditional summer lull, meaning market appetite could shift and affect pricing and demand.

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