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Horizon Future Look 2

MSP Software Acquisitions: More M&A Deals On the Horizon

More potential buyers of MSP software and cloud companies could include:

Kaseya: Insight Venture Partners acquired Kaseya in June 2013. That deal opened the door for Kaseya to buy multiple businesses — including Scorpion (identity management), Zyrion (BSM) and Rover Apps (MDM). The past two years have involved a major reorganization, a new headquarters, another CEO change and lots of product engineering to integrate all the acquired technologies. Odds of Buying Something: Total guess — Reasonable to Low.

LogicNow: The former GFI Max business is humming along. A recent big data focus will give MSPs so-called LOGICcards — a new set of applications that blend machine learning and predictive analytics to pinpoint future SMB customer needs. If I had to guess, CEO Walter Scott has his eyes on data-driven opportunities — but I suspect he also wants to remain focused on a potential IPO over the long haul. Odds of Buying Something: Reasonable if it doesn’t distract LogicNow from existing growth plan.

SolarWinds N-able: The poster child for successful MSP-centric software acquisitions. The N-able buyout (hmmm… back in 2013?) has performed far better than most skeptics anticipated — mostly because SolarWinds CEO Kevin Thompson provided resources to N-able GM JP Jauvin without smothering N-able with SolarWinds objectives. More recently, SolarWinds has tucked a small, PSA-like solution into N-able. Odds of Buying Something: Reasonable for the N-able division, high for SolarWinds overall.

Sophos: Sophos has been a buyer in recent years — snapping up Astaro (unified threat management, 2011), Mojave Networks (cloud-based security, 2014) and Reflexion Networks (email security, 2015). I don’t know if Sophos is too busy digesting Reflexion to consider another buyout. The core area of focus: “Complete IT security to the mid-market.” Odds of Buying Something: Reasonable to high.

Other Potential Buyers: What other companies are scouring the market for potential MSP-centric software and cloud plays? I’m sure I missed a few. Feel free to email me (Joe@AfterNines.com) with the names I should be tracking.

Potential Targets: Purely hypothetical, based on how the MSP market has consolidated in recent years — and also based on which companies are still on the board. Potential targets, hypothetically speaking, could include StorageCraftTigerpaw Software, Vorex (though relatively new to MSPs) and Zetta.

Even More Targets: Of course, there are hundreds of additional targets worth tracking. Many of them are new ISVs (independent software vendors) that will surface at Amazon re: Invent 2015 and IT Nation 2015 in the weeks ahead. ChannelE2E will be tracking both events closely for you.

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