Journal
Critical thinking and technical analysis for founders navigating the sell-side M&A landscape.
Featured Analysis
Cloud, DevOps & IT Services
Our perspective on M&A activity and trends in the IT Services segment. This 2024 summary covers forecast activity levels and key sub-sectors, a deep dive into two key buyers — Accenture and Capgemini — and notable deals of the year.
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Been approached about a roll-up of your business? This guide covers what a roll-up is, how they are structured, and what founders need to know before engaging.
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Everyone is watching Microsoft and Salesforce sweep up cloud-service partners across Asia Pacific. But Oracle's story has been unfolding in silence.
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Cybersecurity has become a board-level priority as spending tops $193B and AI-enhanced threats surge. Consolidation favours integrated, AI-driven platforms, with APAC momentum rising.
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For a decade, talent marketplaces were a growth story. By 2025, they have become one of the most active segments in M&A. The narrative has shifted from expansion to rationalisation.
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Global cloud spending is forecast to exceed US$1.3 trillion by 2028. Microsoft's ecosystem, anchored by Azure's ~20% global market share, is now one of the most powerful growth engines in enterprise technology.
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