Raport M&A Pulse Technology

W każdej edycji raportu analizujemy:

• sytuację sektorów Software i Tech Services, w tym wyceny spółek publicznych oraz aktywność transakcyjną na rynkach prywatnych,
• najważniejsze wydarzenia rynkowe minionego kwartału, w tym IPO, delistingi oraz transakcje M&A,
• kluczowe tezy inwestycyjne i czynniki kształtujące aktywność inwestorów.

Zachęcamy do zapoznania się z raportem oraz kontaktu z autorami w celu uzyskania dodatkowych informacji i wymiany perspektyw na temat rynku technologicznego.

***Special edition M&A Pulse Technology Mircosoft Related Landscape***

In recent years, the Microsoft ecosystem has been one of the fastest-growing and most active markets in terms of M&A transactions.

As the market matures, especially in Poland, we are seeing a clear shift in demand: from traditional integrators towards specialized partners who help clients solve concrete business challenges.

Together with Onex Group team, we have prepared the report exploring the technology and M&A landscape in which Microsoft has built its market position.

Below are a few key takeaways on the ecosystem, M&A activity, and the direction the market is heading:

• The Microsoft ecosystem remains one of the largest and most profitable globally, with c. 500k partners and the ability to generate up to ~$10.9 of partner revenue for every $1 of Microsoft revenue
• The transformation of the partner model (MAICPP) has raised entry barriers and shifted the focus toward performance and solution usage, favoring larger and more specialized players and driving market consolidation
• M&A activity remains strong and is increasingly driven by financial investors (approx. 60%), with 306 transactions recorded in 2021–2026 YTD
• Investment is concentrated in core Microsoft technology areas such as Dynamics 365 / Business Applications, Digital Engineering, and Security, which are considered the most strategic and scalable
• Competitive advantage will be built by specialized partners combining deep technical capabilities, industry expertise, and the ability to effectively monetize AI

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