November 28, 2025 – Solganick has published its latest mergers and acquisitions (M&A) update covering Amazon Web Services (AWS) Services and Consulting Partners, YTD 2025.
You can download the full report here: Solganick – AWS Consulting Partner Mergers Update – YTD November 2025
The following summarizes the report including the latest M&A trends and transactions:
- Strong Q3 Growth: AWS’s growth rate has been accelerating, with a 20% year-over-year revenue increase in Q3 2025, reaching $33 billion in revenue, with an annualized run rate of $132 billion, its fastest growth rate since 2022.
- Leader in Cloud: AWS accounts for 29% of the global cloud infrastructure market.
- AI Focus: Amazon is investing heavily in AI and plans to double its data center capacity by 2027.
- Announces $38 billion OpenAI partnership. Under this deal, OpenAI will use AWS infrastructure to train and serve its AI models.
- AWS launched AgentCore, a new infrastructure suite designed to help developers build secure and scalable AI agents, further pushing into the “agentic AI” market.
- AWS launched a massive AI compute cluster, which features nearly 500,000 Trainium 2 chips. It is currently being used by Anthropic to build its “Claude” AI models.
- Notable Transaction: Caylent acquires Trek10 to enter serverless and IoT engineering services, creating a large “pure play” AWS services firm.
Recent M&A Transactions: AWS Consulting Services Partners (Selected), YTD 2025
Date | Acquirer | Target | Deal Summary |
Nov 5, 2025 | Kyndryl | Solvinity | •Netherlands based AWS Partner specializing in private, public, and hybrid cloud environments for government and finance sectors. |
Oct 22, 2025 | Caylent | Trek10 | •AWS Premier Partner known for serverless and IoT. Caylent is backed by Gryphon Investors.. |
Aug 26, 2025 | Capgemini | Cloud4C | •Singapore based AWS Consulting Partner focused on mission critical cloud management and hyper-automation; 1,600 employees. |
August 21, 2025 | Wipro | Harman Digital Transformation Solutions Unit | •AWS Premier Services Partner delivering engineering solutions, digital transformation, and IoT solutions. |
April 17, 2025 | Infosys | The Missing Link | •Australia based AWS Consulting Partner with expertise in cloud infrastructure and security. |
April 17, 2025 | Infosys | MRE Consulting | •AWS Partner offering cloud migration, infrastructure analysis, and monitoring services. |
About Solganick
Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and technology services companies. We execute M&A transactions on behalf of our clients to drive up shareholder value. For more information or to inquire about this report, or an M&A transaction, please contact us.