管理服务提供商“MSP”2025年第一季度报告

+491733930070ralf.hofmann@drakestar.com +33687 990 537christophe.morvan@drakestar.com +1 646 245 3550sam.levy@drakestar.com +44 777 305 2247gaby.silvestris@drakestar.com M&A activity in the MSP space gained strong momentum in Q1 2025, driven by anincrease in deal volume, along with a rise in disclosed transaction value which surpassed$1 billion*—up from $927 vs. the same period last year. Both strategic and financial consolidators remained focused on enhancing theircapabilities by acquiring IT consulting service providers, which accounted for 77% oftotal M&A activity in Q1 2025. Strategic buyers continue to consolidate actively, withall ofthe top 10 playersacquiring at least four MSPs. In contrast, financial investors continue to focus onsingle 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 costefficiency. Top 3 Most Important Outcomes Achieved From Managed Services The 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, today’s top-performing MSPs are becoming proactive, data-driven, and highly automated. The results? Not just theoretical—they’remeasurable and market-proven. AIisn’t just changing how MSPs work—it’stransforming howthey serve clients. Tools likeAI-powered chatbots and real-time sentiment analysis aredriving faster resolutions and hyper-personalizedinteractions.NeoAgentfound that organizationsusingthese technologies experienced a 20% boost inCSAT scores—a critical metric for retention andexpansion. AIisn’t just about cutting costs—it’s also fuelinggrowth.Zofiq’sfinancial models show thatAI-enhancedserviceofferings can increase top-linerevenue by up to 11%. Meanwhile, ITBD reportsthat personalized,AI-driven client solutions aredelivering a 15% boost in revenue acrosskeyserviceareas. AI-powered automationisradically improving howMSPs operate. According toZofiq, MSPs that adoptAI-based systems see 30–50% reductions in operationalcosts, primarily by streamlining smart ticket routing,enabling self-healing infrastructure, and automatingrepetitive tasks through robotic process automation.Platforms like PIA.AIreport thatAIcan reduce ticketworkloads by 50% and speed up resolutions by up to8x through intelligent triage systems. “Theshift doesn’t come without challenges. Talent shortages inAIengineering and data science remain a hurdle, especially forsmaller MSPs. IntegratingAIacross diverse platforms and ensuring explainability also adds complexity. But according toITPro,thefirms that push throughthese barriers are not just improving margins—they’re building long-term competitive moats. AIisn’t an add-on. It’stheengine poweringthenext generationofMSPs.Those who embrace it early will leadthemarket inperformance, profitability, and client loyalty.” $157MACQUISITION BY $7.5MACQUISITION BY $859MACQUISITION BY $3.5MACQUISITION BY $6.3MACQUISITION BY 1,700EMPLOYEES $121MACQUISITION BY $250MACQUISTION BY •DataBankHoldings, Ltd. announced that it hasreceived a $250 million equity investment from newinvestor, TJC LP on January 30, 2025.•The funds will be utilized for financing the developmentof new data center campuses, and purchase of equityfrom existing investors. •H.I.G. Capital completed its acquisition of QuisitiveTechnology Solutions Inc., a Microsoft Cloud and AIsolutions provider, for C$169.1 million ($121 million)on March 11, 2025.•This acquisition is part of Quisitive’s strategic growthagenda. •Thrive received a strategic investment of $1.5 billionfrom Berkshire Partners along with an existing investorCourt Square Capital Partners on January 14, 2025.•The investment will support Thrive’s ongoing efforts toscale its operations and accelerate growth. Mar-25 Jan-25 Jan-25 550EMPLOYEES $30MACQUISITION BY 225EMPLOYEES •The American fund of The Carlyle Group Inc.completed the acquisition of a 60% stake inSeidorS.A. from the Benito family on February 27, 2025.•The proceeds from this transaction will be used toinvest in product innovation and geographicexpansion. •Dynamic Campus Solutions announced that it hasreceived a round of funding from a new investorAtlantic Street Capital Management, LLC on March 28,2025.•The funds will be utilized for expansion of thecompany’s business capabilities. •MitigaSecurity, 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 theMitiga’sgrowth plansthrough geographic expansion, development of newchannels, and enhanced product capabilities. Feb-25 Mar-25 Jan-25 Drake Star is an award-winning global tech investment bank that has completed over 500 transactions since 2013. Drake Star global team of senior professionals across offices in New York, London,Paris, Munich, San Francisco, Los Angeles,