Industry Niche Description
Providers of professional and managed services for the public cloud.
Investment Thesis
Enterprises are rapidly migrating away from legacy, on-premise IT infrastructure models to private-, public- and multi-cloud platforms to minimize costs, maximize performance, and improve security. Businesses are increasingly turning to cloud experts to migrate, modify, and manage their applications in the public cloud.
Representative Targets
Attractive target companies within this niche may have the following attributes:
- Experts in application development and migration to the cloud.
- Providers of software solutions designed to improve management of the public cloud.
- Managed services providers who specialize in cloud environments.
