《DrakeStar：2025年第一季度托管服務提供商（MSP）市場更新報告（英文版）（18頁）.pdf》由會員分享，可在線閱讀，更多相關《DrakeStar：2025年第一季度托管服務提供商（MSP）市場更新報告（英文版）（18頁）.pdf（18頁珍藏版）》請在三個皮匠報告上搜索。

1、Drake star to find updated imageFor more details regarding awards,please visit and .MSPMSPHAS BEEN ACQUIRED BYMSPMSPIT ServicesMSPMSPMSP+49 173 +1 646 245 +44 777 305 +33 687 990 5M&A activity in the MSP space gained strong momentum in Q1 2025,driven by an increase in deal volume,along with a rise i

2、n disclosed transaction value which surpassed$1 billion*up from$927 vs.the same period last year.*NOTE:Announced deal value is thought to be well beyond$1 Billion as many deals this quarter kept the deal values confidential.Source:Drake StarStrategic buyers continue to consolidate actively,with all

3、of the top 10 players acquiring at least four MSPs.In contrast,financial investors continue to focus on single investments.The global MSP market value reached$305 billion in 2024 and is expected to grow to$571 billion by 2033,driven by increasing IT complexities and demand for cost efficiency.Both s

4、trategic and financial consolidators remained focused on enhancing their capabilities by acquiring IT consulting service providers,which accounted for 77%of total M&A activity in Q1 2025.6Top 3 Most Important Outcomes Achieved From Managed ServicesSources:Pitchbook,IMARC Group7Sources:Drake Star,Zof

5、iq,PIA.AI,NegAgent.io,ITBD.net,ChannelProNetwork,ITProThe Managed Service Provider(MSP)landscape is undergoing a seismic shift and AI is at the center of it.Once built on reactive support and labor-intensive operations,todays top-performing MSPs are becoming proactive,data-driven,and highly automate

6、d.The results?Not just theoretical theyre measurable and market-proven.AI-powered automation is radically improving how MSPs operate.According to Zofiq,MSPs that adopt AI-based systems see 3050%reductions in operational costs,primarily by streamlining smart ticket routing,enabling self-healing infra

7、structure,and automating repetitive tasks through robotic process automation.Platforms like PIA.AI report that AI can reduce ticket workloads by 50%and speed up resolutions by up to 8x through intelligent triage systems.AI isnt just changing how MSPs work its transforming how they serve clients.Tool

8、s like AI-powered chatbots and real-time sentiment analysis are driving faster resolutions and hyper-personalized interactions.NeoAgent found that organizations using these technologies experienced a 20%boost in CSAT scores a critical metric for retention and expansion.AI isnt just about cutting cos

9、ts its also fueling growth.Zofiqs financial models show that AI-enhanced service offerings can increase top-line revenue by up to 11%.Meanwhile,ITBD reports that personalized,AI-driven client solutions are delivering a 15%boost in revenue across key service areas.“The shift doesnt come without chall

10、enges.Talent shortages in AI engineering and data science remain a hurdle,especially for smaller MSPs.Integrating AI across diverse platforms and ensuring explainability also adds complexity.But according to ITPro,the firms that push through these barriers are not just improving margins theyre build

11、ing long-term competitive moats.AI isnt an add-on.Its the engine powering the next generation of MSPs.Those who embrace it early will lead the market in performance,profitability,and client loyalty.”Sources:IMARC Group,Precedence Research90%6%4%52%48%EuropeUnited States483424262437112123775810705001

12、,0001,5002,0002,500Q322Q422Q123Q223Q323Q423Q124Q224Q324Q424Q125Deal Value of Remaining Deals(In$Millions)Largest Deal by Value inthe Quarter(In$Millions)Deal Count(In Figures)Total-107Total-10790%86%6%5%4%7%2%Q12025Q42024Note:Deal value reflects solely the capital invested by those deals that disclo

13、se their specific value.Not all transactions report deal value.*NOTE:Announced deal value is thought to be well beyond$1 Billion as many deals this quarter kept the deal values confidential.Sources:Pitchbook,Drake Star AnalysisIT Consulting and OutsourcingInternet Service ProvidersSystem Software Se

14、curity Services*Includes deals since April 2023.*Ranked by total deal count.*Most financial investors have made only a single investment in MSP companies.Therefore,apart from the first three investors,rest listed under them do not adhere to any ranking.Sources:Pitchbook,Drake Star Analysis4,60010,28

15、6.0-Feb-252,500-Feb-251,700339.7859.0-Feb-25900-157.3-Jan 25350-Mar 2515040.02.0-Feb 2575-3.5-Jan 25607.27.5-Mar 25-6.3-Mar 25203.31.54.2Jan 25Note:Drake Star did not act as financial advisor on transactions listed on this pageSources:Pitchbook,Drake Star AnalysisNote:This slide presents deals that

16、have disclosed their sizes and are ranked accordingly.$859MACQUISITION BY Secureworks was acquired by Sophos,via its financial sponsor Thoma Bravo,through an estimated$859 million LBO public-to-private transaction on February 21,2025.This acquisition strengthens Sophos cybersecurity capabilities in

17、threat detection and response,while expanding its global reach.Feb-2025$7.5MACQUISITION BY Opti9 Technologies LLC agreed to acquire assets related to the Ace Server Management division from Infinite Group,Inc.for$7.5 million on March 12,2025.Mar-2025$6.3MACQUISITION BY kitepipe was acquired by Attur

18、ra,an Australia-based IT consultancy company for$6.33 million on March 10,2025.This acquisition will enable Atturra expand its geographical reach in the US.Mar-2025$3.5MACQUISITION BY RTC SPA was acquired by FOS(MIL:FOS)for an estimated 3.375 million($3.5 million)on January 30,2025.This acquisition

19、helps FOS expand its offerings in managed services,IT management,and CRM applications,while also extending its territorial presence across Northeastern Italy.Jan-2025$2.0MACQUISITION BY Com.Tel acquired a 60%stake in Novanext for 1.9 million($2 million)on February 21,2025.This transaction enables Co

20、m.Tel expand its technological capabilities.Feb-25$157MACQUISITION BY claranet was acquired by NOS(LIS:NOS)for 152 million($157 Mn)on January 27,2025.The acquisition will enable NOS to strengthen its position as a relevant technological partner and reinforce its value proposal in business areas such

21、 as cloud,cybersecurity,and data and AI,among others.Jan-2025Sources:Pitchbook,Drake Star Analysis77%7%8%8%433245005141305001,0001,5002,0002,500Q322*Q422Q123Q223Q323Q423*Q124*Q224*Q324Q424Q125Deal Value of Remaining Deals(In$Millions)Largest Deal by Value inthe Quarter(In$Millions)Deal Count(In Figu

22、res)77%23%United StatesEuropeTotal-13Note:Deal value reflects solely the capital invested by those deals that disclose their specific value.Not all transactions report deal value.Information on deal count and value by stage is available.Drake Star did not act as financial advisor on transactions lis

23、ted on this page.*No deal values disclosed for Q3 2022,Q4 2023,Q1 2O24,and Q2 2024.No transactions took place in H1 2024.IT Consulting and OutsourcingInternet Service ProvidersSystem Software Security ServicesTotal-13*NOTE:Announced deal value is thought to be well beyond$1 Billion as many deals thi

24、s quarter kept the deal values confidential.Sources:Pitchbook,Drake Star AnalysisIT Consulting and Outsourcing-1,700Jan-25Internet Service Providers217.9250.0750 Jan-25IT Consulting and Outsourcing118.7121.0800Mar-25IT Consulting and Outsourcing-550Feb-25IT Consulting and Outsourcing8.3-225Mar-25IT

25、Consulting and Outsourcing-225Feb-25IT Consulting and Outsourcing-150Jan-25Security Services-100Jan-25Systems Software-30.0 60Jan-25IT Consulting and Outsourcing8.9-60Feb-25Sources:Pitchbook,Drake Star Analysis H.I.G.Capital completed its acquisition of Quisitive Technology Solutions Inc.,a Microsof

26、t Cloud and AI solutions provider,for C$169.1 million($121 million)on March 11,2025.This acquisition is part of Quisitives strategic growth agenda.Mar-25$121MACQUISITION BY DataBank Holdings,Ltd.announced that it has received a$250 million equity investment from new investor,TJC LP on January 30,202

27、5.The funds will be utilized for financing the development of new data center campuses,and purchase of equity from existing investors.Jan-25$250MACQUISTION BYSources:Pitchbook,Drake Star Analysis Thrive received a strategic investment of$1.5 billion from Berkshire Partners along with an existing inv

28、estor Court Square Capital Partners on January 14,2025.The investment will support Thrives ongoing efforts to scale its operations and accelerate growth.Jan-251,700EMPLOYEES The American fund of The Carlyle Group Ipleted the acquisition of a 60%stake in Seidor S.A.from the Benito family on February

29、27,2025.The proceeds from this transaction will be used to invest in product innovation and geographic expansion.Feb-25550EMPLOYEES Dynamic Campus Solutions announced that it has received a round of funding from a new investor Atlantic Street Capital Management,LLC on March 28,2025.The funds will be

30、 utilized for expansion of the companys business capabilities.Mar-25225EMPLOYEES Mitiga Security,Inc.announced that it has received$30 million in a round of funding led by SYN Ventures,along with some returning investors,on January 21,2025.The funds will support the Mitigas growth plans through geog

31、raphic expansion,development of new channels,and enhanced product capabilities.Jan-25$30MACQUISITION BY For more details regarding awards,please visit and .Drake Star is an award-winning global tech investment bank that has completed over 500 transactions since 2013.Drake Star global team of senior

32、professionals across offices in New York,London,Paris,Munich,San Francisco,Los Angeles,Berlin,and Dubai*focuses on mergers&acquisitions and corporate finance services worldwide in Consumer&Retail Technology,HR Tech,Digital Media,FinTech,Mobility&Sustainability,Software/SaaS,Digital Services,and Indu

33、strial Tech sectors.This report is published solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy or sell any securities or financial instruments.Any forward-looking statements,forecasts,or opinions expressed reflect current views as

34、 of the date of publication and are subject to change without notice.Forward-looking statements involve known and unknown risks,uncertainties,and other factors that may cause actual results,performance,or achievements to differ materially from those expressed or implied.No assurance can be given tha

35、t any forecast or opinion will prove to be accurate,and past performance is not indicative of future results.Past performance does not guarantee future results.The information herein is based on sources we believe to be reliable but is not guaranteed by us,and we assume no liability for its use.For

36、institutional use only.Not intended for retail investors.All product and company names are trademarks or registered trademarks of their respective holders.Use of them does not imply any affiliation with or endorsement by them.Drake Star did not act as a financial advisor for the transactions in this

37、 report if not stated otherwise.Drake Star is the marketing name for the global investment bank Drake Star Partners Limited and its subsidiaries and affiliates.In the USA,all securities are transacted through Drake Star Securities LLC.In the USA,Drake Star Securities LLC is regulated by FINRA and is a member of SIPC.Drake Star UK Limited(FRN 942020)is an appointed representative of Razlin Ltd(FRN 730805),which is authorized and regulated by the FCA.2025 Drake Star Partners Limited.For more information on awards and criteria,consult:, or world- more information,visit .*Partner Office