Highlights from the report:
- IT Services M&A remained resilient in Q42025, with lower deal volume offset by higher transaction value, driven by aresurgence of large strategic investments and megadeals across AI, cloud, and cybersecurity.
- The shift from experimental AI initiatives to mission-critical deployments is driving M&A in AI, data + analytics, and digital engineering services.
- Consolidation among MSPs and cybersecurity providers is accelerating, as enterprises prioritize security-first IT environments and seek fewer, more comprehensive technology partners.
- Strategic buyers are actively consolidating enterprise application and hyperscaler ecosystem partners, expanding capabilities across platforms such as Salesforce, Microsoft Azure, and SAP to meet growing demand for integrated transformation solutions.
- The outlook for 2026 is strong, with global IT spending projected to reach ~$6.15 trillion, supported by sustained enterprise investment in digital transformation and private equity interest in scalable IT services platforms.
DISCLAIMER This presentation is intended for information and discussion purposes only and does not constitute legal or professional investment advice. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of Harbor View Advisors, LLC (“HVA”). The information in this presentation was compiled from sources believed to be reliable for informational purposes only. HVA does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented.
