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.
Solganick's latest M&A report for YTD 2025 reveals robust merger and acquisition activity among Amazon Web Services (AWS) Services and Consulting Partners. This trend is fueled by AWS's accelerating growth, which achieved a 20% year-over-year revenue increase in Q3 2025, reaching $33 billion, and its leading 29% share of the global cloud infrastructure market. Amazon's substantial investments in AI, including a $38 billion partnership with OpenAI and plans to double data center capacity by 2027, are further driving strategic consolidation within its partner ecosystem. Notable transactions, such as Caylent's acquisition of Trek10, are creating larger, specialized AWS services firms.
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.