Consolidation is changing who competes in Technology Expense Management (TEM) and what buyers want to acquire. Today, AI makes routine invoice processing easier to replicate, placing pressure on providers whose main selling point is cost savings. As automated processing becomes standard, owners and investors must look beyond efficiency to assess a TEM business’s competitive strength.
Falcon Capital Partners estimates the combined global managed-services market at approximately $25-35 billion. TEM, Wireless Expense Management (WEM), IT Asset Management (ITAM), Managed Mobility Services (MMS) and IT Asset Disposition (ITAD) increasingly connect as parts of one technology life cycle. Providers are expanding beyond expense management to handle more of that life cycle, and acquirers are pursuing capabilities that extend what they can offer clients.
Built primarily on confidential interviews with industry executives and private-equity investors, The Technology Expense management Industry examines how consolidation and AI are reshaping the market. Our report illustrates why data quality remains a constraint on AI’s effectiveness and where Falcon expects further acquisition activity; it further explores what buyers scrutinize in diligence and how providers can build advantages that competitors cannot readily reproduce.
Falcon brings experience advising companies in the sector to the analysis, distinguishing interview findings from its own conclusions. Download the report for a closer look at the business competing in this market and factors shaping their long-term value.
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