The best opportunities rarely start as transactions.

They start as conversations.

A business owner begins thinking about what’s next. A buyer starts looking for growth. A partnership takes shape. A strategic priority shifts.

Long before an acquisition is ever announced, it’s relationships, trust, and market awareness that create the opportunity.

For more than two decades, I’ve worked within and alongside the Google, Microsoft, and broader technology services ecosystems, building relationships with business owners, operators, investors, advisors, and strategic acquirers.

The areas below reflect where I’m currently seeing the most activity—and the most opportunity.

Ecosystem Consolidation:

Acquisition activity across the technology services market continues to accelerate. Buyers are pursuing scale, recurring revenue, specialized expertise, geographic expansion, and deeper cloud capabilities.

I actively track strategic acquisitions, private equity activity, and emerging opportunities across the Google and Microsoft partner ecosystems.

Where buyers are placing bets today often provides a clear signal of where the market is heading next.

Relationships Create Opportunity:

Many of the most compelling opportunities never enter a formal process.

They come together through conversations, introductions, relationships, and timing.

That’s why I invest heavily in staying connected across the technology services ecosystem—with the people driving growth, investment, and change.

What Buyers Are Looking For:

Today’s buyers are increasingly focused on businesses with strong recurring revenue, high customer retention, specialized expertise, cloud capabilities, and clearly differentiated market positions.

Understanding what buyers value most provides a strong indication of which companies are likely to attract attention—and command premium valuations.

Artificial Intelligence:

Artificial intelligence is rapidly reshaping the technology services landscape.

Some firms are using AI to drive internal efficiency. Others are building entirely new offerings, strengthening customer relationships, and sharpening their competitive edge.

The companies that successfully integrate AI into their business models are likely to become some of the most attractive acquisition targets in the years ahead.

At the same time, one thing is becoming hard to ignore…

The big tech players—Alphabet, Amazon, Meta, and Microsoft—are going to keep investing heavily in AI.

But for most companies, the return on AI spend just isn’t there yet.

Not even close to what many expected.

That’s leading to some very real conversations in boardrooms about where AI spend is actually delivering—and where it isn’t.

A reset is coming, and it’s coming fast.

And when gaps like that appear, they tend to create real opportunity for those who are positioned to move early and execute.

A Long-Term View:

Technology will continue to evolve. It always does.

But relationships, trust, and execution tend to endure.

The businesses that consistently create value are typically led by strong operators, supported by loyal customers, and positioned in growing markets.

Those are the companies—and the people behind them—that continue to capture my attention.

If you are actively looking to acquire businesses in the Google Cloud, Microsoft, managed services, cybersecurity, or broader technology services sectors, I can help you identify opportunities, assess fit, and access off-market conversations that may not be visible through traditional channels.

I welcome the opportunity to have a confidential conversation.