What I'm Seeing in the Market

The best opportunities rarely begin as transactions.

They begin as conversations.

A business owner starts thinking about the future. A buyer begins searching for growth. A partnership develops. A strategic priority changes.

Long before an acquisition is announced, relationships, trust, and market awareness often create the opportunity.

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

The areas below reflect where I currently see the greatest activity and opportunity.

Ecosystem Consolidation:

Acquisition activity across the technology services market continues to accelerate as buyers pursue scale, recurring revenue, specialized expertise, geographic expansion, and cloud capabilities.

I closely follow strategic acquisitions, private equity activity, and emerging opportunities throughout the Google and Microsoft partner ecosystems because where buyers are investing today often provides insight into where the market is heading tomorrow.

Relationships Create Opportunity:

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

They emerge through conversations, introductions, relationships, and timing.

For that reason, I invest heavily in maintaining relationships throughout the technology services ecosystem and staying connected to the people driving growth, investment, and change.

What Buyers Are Looking For:

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

Understanding what buyers want provides valuable insight into which businesses are likely to attract attention and command premium valuations.

Artificial Intelligence:

Artificial intelligence is reshaping the technology services market.

Some firms are using AI to improve efficiency. Others are using it to create new offerings, deepen customer relationships, and strengthen competitive positioning.

The organizations that successfully incorporate AI into their business models may become some of the most attractive acquisition candidates in the years ahead.

A Long-Term View:

Technology changes quickly.

Relationships, trust, and execution endure.

While markets evolve, the businesses that consistently create value are often led by strong operators, supported by loyal customers, and positioned within growing markets.

Those are the businesses, leaders, and opportunities that continue to capture my attention.

If you are actively pursuing acquisitions, evaluating strategic opportunities, or simply looking to better understand the technology services market, I welcome the opportunity to have a confidential conversation.