M&A, SMB, APAC, MSP, Hyperscale, Eruope
The SMB side of the game has been a bit quiet of late, but a number of notable developments happened out in Europe. In the M&A arena, there were two transactions as newly re-branded team.blue acquired Register Group and One.com acquired Digital Garden. While both deals were about scaling and consolidation, there was a geographic angle as well. The consolidation wave in the US is largely over in the SMB space, but there are still rounds left in the UK and Europe. Both One.com and team.blue have new private equity backers and should be pushing harder sooner than later. Meanwhile on the product side, 1&1 Ionos set up an interesting partnership with Spike as it looks to enable better messaging and collaboration solutions for customers.
The APAC market continues to push forward on the back of hyperscale. That growth is now extending into that second tier. A new infrastructure group based in Singapore, Princeton Digital Group, has quietly put together a portfolio of assets, with acquisitions and JVs in Singapore, China and Indonesia. Indonesia is a market with tremendous upside, but a recent power outage in Jakarta underscored how difficult it is to set up infrastructure in this developing Internet economy.
M&A continues in the managed hosting and MSP space. Hostway and HOSTING merged earlier this year and have re-branded as Ntirety. Meanwhile, RDX completed its acquisition of Navisite and announced a new management team led by CEO Mark Clayman.
The hyperscale clouds were somewhat quiet in the past week though we saw Azure add to its footprint with cloud infrastructure being brought online in Switzerland. VMware’s pivot to a cloud-neutral platform is symptomatic of where the world has moved as hyperscale’s growth continues unabated. It has enhanced its partnership with AWS and teamed up with Equinix, amid a number of acquisitions it has completed in the last several months to augment its technology base.