See what’s coming while there’s still time to act.
SECTOR INTELLIGENCE AND STRATEGY · HEALTHCARE · TELECOM · DATA CENTERS
A filing, consultation or hearing date can change a sector before it makes headlines. We connect those signals to show what may happen next, who can influence it and what it means for your business. Our focus is healthcare, telecom and data centers across the US, UK and EU.
02 / THE PROBLEM
The headline is rarely the starting point.
A development may appear first in a regulatory filing, a planning application or a committee calendar. Its significance often emerges only when those signals are read together. We connect them across policy, markets and stakeholder behavior, giving your team a clearer view of the decision ahead.
03 / BESPOKE INTELLIGENCE ASSIGNMENTS
Built around your next decision.
Commission a focused report or a deeper body of analysis, strategy and forecasts around the decision you face. We scope the work to your question, stakeholders and timetable, whether you are pursuing an acquisition, responding to a market shift, preparing for a hearing or navigating a regulatory or legislative process.
Acquisitions and transactions.
Assess the stakeholder landscape, likely points of scrutiny and scenarios that could affect the path ahead.
Market events.
Examine what has changed, how key players may respond and what it means for your position.
Hearings, regulation and legislation.
Map the process, decision-makers and critical dates; test scenarios and develop an engagement strategy.
Each assignment makes clear what the evidence supports, where uncertainty remains and what we recommend you do next. Commissioned work is available through the advisory practice from launch.
04 / WHAT WE TRACK
Data centers
Power and grid access, planning and permitting, water, incentives and community concerns, across the US, UK and EU
Telecom
Regulators in the UK, Ireland and US, competition, network investment, broadband funding, and the capital behind consolidation
Healthcare
Federal and state policy, regulators, labor, payers, ratings and the transactions that reshape systems, in the US, California and the UK
05 / HOW IT WORKS
From signal to strategy.
01
Track.
Our AI-driven research suites follow regulators, companies, investors, unions and communities, drawing on primary documents and attributed reporting every week.
02
Forecast.
We set out what we expect to happen, with a probability, a date and what would change our view. We focus on the next consequential step, while there is time to act.
03
Advise.
Senior advisers explain what the evidence means for your decision and recommend a course of action.
04
Act.
Where the assignment calls for it, we help you engage stakeholders, build a coalition, prepare for a hearing or advance a campaign.
06 / WHAT MAKES IT DIFFERENT
Forecasts you can check.
Dated, with a probability and the conditions that would prove them wrong. We judge ourselves across many calls, not one.
Research close to the source.
We read the filings and dockets themselves where available, attribute reporting and distinguish evidence from inference.
Connections that matter.
A contract expiry can change the stakes of a regulatory review. We connect developments across issues and institutions to show what they may mean together.
Advice you can use.
Decision-focused analysis explains the implications, the options and our recommended next step.
Clear limits.
We identify material evidence gaps and explain where our judgment is uncertain.
07 / WHO IT’S FOR
Leadership, strategy, government affairs, legal and communications teams; developers, operators and investors; coalitions and trade bodies; and the advisers who serve them.
08 / BUILT BY OPERATORS
Our team has worked with regulators, unions, investors and communities at Liberty Global, DaVita, UnitedHealth Group and Qwest. We built Signal & Narrative’s intelligence system around a question we have had to answer ourselves: what happens next, and what should we do about it?
09 / START HERE
Bring us the decision you’re facing.
Start with a 30–45 minute sector briefing with a senior adviser. We discuss the issue or project in front of you, share an initial view and identify where deeper analysis would help. From there, we can scope a bespoke assignment or ongoing intelligence and strategic support.