德雷克之星MSP报告2025年第二季度

+491733930070ralf.hofmann@drakestar.comManaging PartnerMunich +33687 990 537christophe.morvan@drakestar.comManaging PartnerParis +1 646 245 3550sam.levy@drakestar.comPartnerNew York +44 777 305 2247gaby.silvestris@drakestar.comPartnerLondon M&A activity in the MSP space remained strong in Q2 2025, with 92 announced dealsunderscoring continued investor interest in this large and quickly consolidating sector. Both strategic and financial consolidators remained focused on enhancing theircapabilities by acquiring IT service providers, which accounted for 83% of total M&Aactivity in Q2 2025. Strategic buyers continue to consolidate actively, with all the top 10 players acquiringat least four MSPs over the past two years. In contrast, most financial investorscontinue 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 costefficiency. Source:DrakeStar Global managed servicemarket value in 2024 Expected market growth CAGRuntil 2033 MSPtransactionsin Q22025 Top 3 Most Important Outcomes Achieved From Managed Services Outsourcing IT services to MSPsenables operating cost efficiencies Assist in navigating the complexitiesof advanced IT environments Rapid deployment of newtechnologies such as AI Managed Service Providers (MSPs) are facing significant growth challenges in 2025, despite rising demand for their services.These challenges stem from acombination of operational, technological, and market forces that continue to reshape the industry landscape. MSPs often rely on a wide arrayof tools to manage clientnetworks, which can createoperational inefficiencies. Nearlyhalf report using ten or moretools, leading to challenges innetwork visibility and servermonitoring. As a result, 60% ofMSP professionals experiencemoderate to high levels ofburnout, and 44% report adecline in productivity. Rising cyber threats have led84% of MSP clients to expecttheir providers to managecybersecurity, up from 65% lastyear.This has increased scrutinyof MSPs’ internal securitypractices, with 77% reportinggreater pressure. In response,over 80%of MSPs haveincreased cybersecurity hiring,and 78% have enhanced theirsecurity capabilities. The MSP market has grownincreasingly crowded, leading toheightened competition. Around35% of MSPs now citecompetition (including AI) astheir primary challenge, up from29% the previous year. Thisgrowing pressure underscoresthe need for continuousinnovation and differentiation inservice offerings to maintain acompetitive edge. The ongoing shortage of skilledIT professionals makes itincreasingly difficult for MSPs torecruit and retain top talent. Thistalent gap poses a significantbarrier to scaling operations andconsistently meeting clientexpectations. MSPs are increasingly taskedwith ensuring client compliancewith regulations such as GDPR,HIPAA, and PCI DSS. Thisrequires a strong understandingof regulatory standards and theimplementation of appropriatecontrols, adding to theiroperational burden. “MSPs can thrive by tackling five strategic priorities:1)Streamline operationsby consolidating tools to reduce burnout;2) Investin talentthrough training and improved workplace culture to boost recruitment and retention;3)Enhance cybersecurity serviceslike MDR, zero-trust, and 24/7 monitoring to stand out;4)Leverage automationto shift staff efforts from routine tasks to higher-value work; and5)offerCompliance-as-a-Serviceto help clients navigate regulations and build recurring revenue. This integrated approach supports sustainable growth and positions MSPs for success in a competitive IT landscape.” MANAGED SERVICES MARKET SIZE | $ BN 90+ ANNOUNCED M&A DEALS IN THE US AND EUROPE IN Q2 2025 (VIRTUALLY NONE DISCLOSED DEAL $ VALUE) TOP MSP CONSOLIDATORS | Q3 2023–Q2 2025 TOP M&A DEALS IN THE MSP SPACE | Q2 2025 Q2 2025 400EMPLOYEES 600EMPLOYEES 550EMPLOYEES •InterVision Systems was acquired by NWN Carousel,via its financial sponsor American Securities, throughan LBO on June 2, 2025.•This acquisition enhances NWN's AI-based offeringswith advanced cloud and application modernizationcapabilities, while expanding its footprint in theMidwest, Mid-Atlantic, and public sector markets.Jun-2025 •Nitelwas acquired by Comcast on April 1, 2025. •This acquisition will help Comcast expand andenhance its offerings in connectivity, securenetworking solutions, and advanced technologies, forenterprise clients. •Onevinnwas acquired byAllurity, via its financialsponsor Nordlund Invest, through an LBO on April 11,2025. •This strategic acquisition strengthens Sophos’cybersecurity capabilities, while expanding its regionalpresence. Apr-2025 Apr-2025 400EMPLOYEES 350EMPLOYEES •Gerent was acquired by TELUS Digital, a Canada-based IT Services company on May 28, 2025.•This acquisition will further strengthen TELUS Digital'sexpertise in transforming the CX agent experience,includ