
Technology continues to drive productivity across sectors and economies. Customers are looking to outsource a wider range of projects and business processes to a smaller number of suppliers: those with scale, resources and reach. But shareholder structure, parent company strategy, a narrow geographic focus or unreceptive public markets can all make it difficult for companies to take advantage.
We look for businesses that deliver long-term value to their customers through people and processing: consultancies, systems integrators, outsourcers, support services and information service companies. Those with strong market positions and growth – underpinned by recurring business – are best placed to lead consolidation in local markets and to make international acquisitions.