Introduction

Posted by Dan Caruso
October 26, 2009

By guest blogger John Scarano a.k.a. Johnny Scannns

Dan, since you have asked me only ~10,000x to make a post to your blog, and as I had the opportunity to present the Zayo story to the shareholders of one of our major equity syndicate members (I’ll refer to them as Investor #6) earlier this month, it seems a near perfect time to make the inaugural entry.

The rationale is simple. Firstly, I am tired of you asking me to make a post. Secondly, it is not often that one has the opportunity to speak with the shareholders of your shareholders directly – yes, the people who are directly affected by how well or how poorly we manage their money. I wish that everyone at Zayo were able to have the privilege. This experience is like taking an ice cold shower (in a good way), forcing one to reflect on what really matters.

I’ll relay the thoughts going through my own mind leading up to the event as well as some take-away thoughts. This way, I am hopeful to remind our entire Zayo team (and others) of what matters the most -> turning a good profit ultimately to the individuals and institutions (and their representatives) whom have trusted us enough to fund our thesis and business operations which, in-turn, enables us to take care of our customers and remunerate our employees for delivering results.

Please stay with me. I’ll break this posting into 4 subsequent parts:

1) My thoughts in general leading up to the presentation

2) Preparation, the audience and the cold shower

3) Key points of the presentation

4) Closing thoughts

Thanks for the opportunity to make this inaugural post. Two achievements result: 1) you’re hereby officially off my back, and 2) another perspective is presented (and I hope taken to heart and mind) on our key business priority – our shareholders (and theirs). Frankly, these thoughts may come off as naïve, particularly to our investors. I hope that, instead, what is gleaned is an adjacent and related perspective to yours (Dan) into the guts of not how but WHY the Zayo sausage is made…