The final month of 2025 saw no slowing in mergers and acquisitions (M&A) in the channel space.
Organizations of all sizes have made moves at the end of Q4, including ServiceNow, Red Hat, and Alphabet. Additionally, many of these acquisitions were completed in part to shore up AI infrastructure offerings.
Check out the M&A moves below for a small glimpse of how 2026 will begin to shake out for the channel.
ServiceNow to acquire Armis and Veza
ServiceNow made a handful of acquisitions in December, expanding its portfolio to offer enhanced security and AI capabilities.
Armis acquisition targets security across OT, devices, and other environments
AI-driven platform ServiceNow is planning to acquire Armis, a cyber exposure management firm, for approximately $7.75 billion.
Armis manages cyber risk across the full stack surface in IT, operational technology (OT), medical devices, and other environments for companies, governments, and critical infrastructure. Through this new move, ServiceNow’s security workflow offerings and advanced AI-native, proactive cybersecurity and vulnerability response will expand across all connected devices.
ServiceNow and Armis will develop a unified, end-to-end security exposure and operations stack that can see, decide, and act across the entire technology footprint by connecting real-time asset discovery, threat intelligence, and risk prioritization with automated remediation and response workflows.
“ServiceNow is building the security platform of tomorrow,” said Amit Zavery, president, chief operating officer, and chief product officer at ServiceNow. “In the agentic AI era, intelligent trust and governance that span any cloud, any asset, any AI system, and any device are non-negotiable if companies want to scale AI for the long-term. Together with Armis, we will deliver an industry-defining strategic cybersecurity shield for real-time, end-to-end proactive protection across all technology estates. Modern cyber risk doesn’t stay neatly confined to a single silo, and with security built into the ServiceNow AI Platform, neither will we.”
Veza deal also targets security through new identity capabilities
Further, ServiceNow will acquire Veza, an identity security provider. Through this move, ServiceNow will be able to extend the capabilities of its Security and Risk portfolios into Identity Security.
“Veza was built to make identity security transparent, scalable, and effective for every organization,” said Tarun Thakur, CEO of Veza. “With ServiceNow, we will help customers embrace AI with greater confidence. Together, we can turn identity governance and identity security into a strategic advantage by giving organizations clear, integrated control over every type of identity – whether it belongs to a person, a machine, or an AI agent.”
ServiceNow acquires Moveworks to bolster AI vision
Additionally, ServiceNow has completed the acquisition of Moveworks, an AI assistant platform, to advance the company’s AI vision.
Via the acquisition, ServiceNow will combine its agentic AI and intelligent workflows with Moveworks’ front-end AI assistant, enterprise search, and agentic Reasoning Engine. The deal will ultimately expand the capabilities of the ServiceNow AI Platform.
“Moveworks was founded to make work effortless, building a powerful AI assistant platform that gets work done,” said Bhavin Shah, CEO of Moveworks. “By joining ServiceNow, we can now scale this agentic strategy for any organization by connecting our AI Assistant and enterprise search, powered by our Reasoning Engine, with ServiceNow’s trusted workflow automation and AI governance. Together, we’ll deliver secure, fast, end-to-end resolution for employees everywhere.”
SoftBank acquires DigitalBridge
SoftBank, an investment holding company, has acquired DigitalBridge, an asset manager focused on digital infrastructure, including data centers, cell towers, fiber networks, and edge infrastructure.
The acquisition of DigitalBridge is intended to enhance SoftBank’s ability to build, scale, and finance the infrastructure to develop Artificial Super Intelligence (ASI).
“The buildout of AI infrastructure represents one of the most significant investment opportunities of our generation,” said Marc Ganzi, CEO, DigitalBridge. “SoftBank shares our DNA as builders and long-term investors committed to scaling transformational digital infrastructure. Their vision, capital strength, and global network will allow us to accelerate our mission with greater flexibility, invest with a longer-term horizon on behalf of our investors, and better serve the world’s leading technology companies as they scale their AI ambitions.”
With this acquisition, DigitalBridge will also enhance SoftBank’s ability to originate, finance, operate, and scale digital infrastructure opportunities worldwide.
Alphabet makes billion-dollar Intersect acquisition
Tech conglomerate Alphabet Inc. has agreed to acquire Intersect, an organization dedicated to providing data center and energy infrastructure solutions for $4.75 billion.
Google already owns a minority stake in Intersect, and the acquisition will enable additional data center and generation capacity to come online rapidly, accelerating energy development and innovation.
“Intersect will help us expand capacity, operate more nimbly in building new power generation in lockstep with new data center load, and reimagine energy solutions to drive U.S. innovation and leadership,” said Sundar Pichai, CEO of Google and Alphabet. “We look forward to welcoming Sheldon and the Intersect team.”
Further, Intersect’s operations will remain separate from Alphabet and Google, led by Sheldon Kimber, founder and CEO of Intersect.
“Intersect has always been focused on bringing innovation to the industry and we look forward to accelerating at scale as part of Google,” said Kimber. “Modern infrastructure is the linchpin of American competitiveness in AI. We share Google’s conviction that energy innovation and community investment are the pillars of what must come next.”
Red Hat acquires Chatterbox Labs
Red Hat has announced the acquisition of Chatterbox Labs, a model-agnostic AI safety and GenAI guardrails, to add AI security capabilities to its AI portfolio.
Further, by combining Red Hat’s MLOps capabilities with Chatterbox Labs’ guardrail capabilities, Red Hat will enable organizations to operationalize AI investments with greater confidence.
“Enterprises are moving AI from the lab to production with great speed, which elevates the urgency for trusted, secure, and transparent AI deployments,” said Steven Huels, vice president, AI Engineering and Product Strategy.
“Chatterbox Labs’ innovative, model-agnostic safety testing and guardrail technology is the critical ‘security for AI’ layer that the industry needs. By integrating Chatterbox Labs into the Red Hat AI portfolio, we are strengthening our promise to customers to provide a comprehensive, open source platform that not only enables them to run any model, anywhere, but to do so with the confidence that safety is built in from the start. This acquisition will help enable truly responsible, production-grade AI at scale.”
IBM to buy Confluent
IBM is acquiring data streaming organization Confluent for $11 billion, a move that will enable end-to-end integration of applications, analytics, data systems, and AI agents to drive intelligence and resilience in hybrid cloud environments.
“IBM and Confluent together will enable enterprises to deploy generative and agentic AI better and faster by providing trusted communication and data flow between environments, applications, and APIs. Data is spread across public and private clouds, data centers, and countless technology providers,” said Arvind Krishna, IBM chairman, president, and CEO. “With the acquisition of Confluent, IBM will provide the smart data platform for enterprise IT, purpose-built for AI.”
According to IBM, the acquisition of Confluent will drive product synergies across IBM’s portfolio, including AI products and services, automation, data, and consulting.
“Since its founding, Confluent has helped organizations unlock the full potential of their data, driving innovation in an increasingly complex IT landscape. We are extremely proud of the work we’ve done in providing clients with a real-time data streaming platform for the next era of technology, including generative and agentic AI,” said Jay Kreps, CEO & Co-founder, Confluent.
“We are excited by the potential to join IBM and to accelerate our strategy with IBM’s go-to-market expertise, global scale, and extensive portfolio. I look forward to the future we will build together as Confluent becomes part of IBM.”
AppDirect, a B2B commerce platform, has announced that it will close an acquisition of vCom Solutions for over $100 million, as well as an acquisition of Tackle, a cloud go-to-market platform.
Through the acquisition of vCom, AppDirect will acquire vCom’s network and mobility lifecycle management platform, the Buyers’ Club program, and its managed services. vCom will be fully integrated into AppDirect’s unified lifecycle management platform.
“vCom is a powerful platform that improves visibility and control over mobility and network infrastructure, providing the tools for businesses to save time, money, and make informed decisions about their technology,” said AppDirect CEO Nicolas Desmarais. “Integrating vCom’s lifecycle management platform, Buyers’ Club network, and mobile solutions into the AppDirect procurement suite will expand our customers’ ability to manage the end-to-end lifecycle of all their technology in one single platform.”
Further, AppDirect’s ability to give its partner community access to vCom’s entire Buyers’ Club will allow its 14,000 advisors to improve their ability to earn additional commission on the services they sell.
Tackle.io deal brings cloud-based routes to market to AppDirect
Additionally, AppDirect will be acquiring Tackle.io, a cloud go-to-market platform, which will integrate market routes, including direct, channel, and hyperscaler marketplaces, into a single platform.
Tackle.io helps software vendors list, sell, and manage products across AWS, Microsoft Azure, Google Cloud, and other marketplaces.
“We knew the cloud would change the way software was bought and sold and have been blown away by the continued acceleration in the cloud go-to-market being driven by AI. The synergies between Tackle and AppDirect provide a natural next step to accelerate growth for our customers,” said John Jahnke, CEO of Tackle. “Together with AppDirect, ISVs get the best of both worlds: hyperscaler marketplace scale plus AppDirect-powered storefronts and channel reach – with co-sell, private offers, and billing that just works.”
This partnership offers a turnkey solution for hyperscaler marketplace listings, deep co-sell automations with cloud alliance teams, and unified commerce management.
LogicMonitor completes acquisition of Catchpoint
AI-first hybrid observability platform LogicMonitor has completed the acquisition of Catchpoint, an internet performance and digital experience monitoring company.
Through this acquisition, LogicMonitor will combine its deep infrastructure and AI expertise with Catchpoint’s internet-level intelligence. It will enable the new LogicMonitor platform to deliver predictable visibility and control across cloud, code, and the internet.
“This is a defining moment for LogicMonitor and for enterprise technology,” said Christina Kosmowski, CEO of LogicMonitor. “Until now, IT teams have been juggling point tools that promise insight, but deliver noise. That ends today. Together with Catchpoint we are giving customers the power to predict issues, prevent downtime, and finally make their systems as smart as the people who run them.”
Catchpoint’s global performance data will feed directly into LogicMonitor’s Edwin AI once integrated. This will enable the platform to predict incidents, automate fixes, and give enterprises full-stack clarity.
“Catchpoint was founded to make the internet better for everyone,” said Mehdi Daoudi, CEO and Co-founder of Catchpoint. “We have helped teams detect issues faster, reduce MTTR, and protect billions of sessions. Now, as part of LogicMonitor, we can do it on a global scale and redefine what performance means in the AI era.”
Quickbase makes Juiced Technologies acquisition
Quickbase, an AI operations platform, is acquiring Juiced Technologies, a partner that specializes in developing and hosting Quickbase add-ons.
This move will extend Quickbase’s native functionality by integrating Juiced’s advanced document formatting, e-signature, geomapping, and email-to-text features.
“Our goal is to help our customers do more with Quickbase,” said Josh Allen, Chief Revenue Officer at Quickbase. “By bringing Juiced’s popular add-ons under the Quickbase banner, we’re extending what customers can do on the platform, helping them simplify their tech stacks, and welcoming an incredible team of experienced Quickbase builders. As we move forward, we’ll continue to explore strategic opportunities that strengthen our platform and deliver even more value to our customers.”
As part of a planned rollout in early 2026, Quickbase will include six of Juiced’s popular add-ons, with the remaining add-ons available to existing customers.
“Juiced has worked side-by-side with Quickbase for more than 20 years, and we share a common vision: to help people find practical solutions to complex problems. It’s no secret that we think Quickbase is the platform of choice for organizations looking for an advanced, end-to-end operations solution built on a strong foundation of governance and security,” said Keith Jusas, CEO at Juiced.
“We’re proud to join forces, contribute to Quickbase’s product roadmap, and continue supporting our customers together.”
Ateko acquiring Tequity’s SDK Tek
AI-powered workflow automation and systems integration specialist Ateko has acquired Tequity’s AI and data engineering client, SDK Tek, a provider of data engineering and analytics integration services.
Tequity is a North American M&A advisory firm specializing in global enterprise B2B SaaS products, services, and AI/data that has acted as an exclusive financial advisor to SDK Tek.
Through the acquisition, SDK’s capabilities will combine with Ateko’s national platform and investment in sovereign AI infrastructure to deliver integrated, secure AI solutions that meet the expectations of enterprise and public-sector clients and support large-scale AI adoption in Canada.
“We’re thrilled to be a critical part of Bell’s mission to develop Canada’s AI ecosystem – solutions created in Canada, by Canadians, for Canadians – connecting people and businesses to cutting-edge technology,” said Guillaume Bazinet, CEO, Ateko.
“The addition of SDK’s talented AI and data specialists to our team brings us another step toward that vision and strengthens our nation’s ability to compete and win on the global stage.”
BlackLine acquiring WiseLayer
BlackLine, a CFO-focused platform, is acquiring WiseLayer, a New York-based company with a digital workforce of AI-powered agents to automate complex, judgment-based finance and accounting processes.
“We are committed to building the most intelligent platform for the Office of the CFO,” said Owen Ryan, CEO of BlackLine. “By incorporating WiseLayer’s AI agents into our Verity suite, we are adding significant new capabilities and value to our platform, providing customers with embedded, auditable AI. This is a key part of our vision to deliver a single, unified platform that powers the future of financial operations.”
BlackLine will integrate WiseLayer’s AI agents into its Verity suite, enabling customers to automate challenging, judgment-based tasks, including accruals and payroll accounting. Finance and accounting teams will be able to reduce risk, increase accuracy, and accelerate the close.
“WiseLayer was founded to give finance and accounting teams their most valuable resource back: time. But it’s about more than just speed; it’s about enabling confidence and trust in the numbers,” said Josh Stein, Co-founder and CEO of WiseLayer.
“By embedding our technology into BlackLine’s market-leading platform, we can empower finance and accounting professionals to operate with a new level of assurance and focus on the strategic insights that matter most.”
Tata Communications acquires a majority stake in Commotion Inc.
Tata Communications, a global communications technology provider, is acquiring a 51 percent stake in Commotion Inc., an AI-native enterprise SaaS platform.
With this move, Commotion’s orchestration engine will integrate with the core components of Tata Communications’ Kaleyra – channels, Kaleyra TX Hub, and CCaaS. It will automate and guide end-to-end customer journeys, shifting engagement from reactive responses to predictive and generative interactions.
“This acquisition marks a significant step in our journey to redefine customer experience in the AI era,” said A.S. Lakshminarayanan, MD and CEO, Tata Communications. “With Commotion’s capabilities already integrated into Tata Communications Kaleyra, we are seeing phenomenal customer traction. We expect this momentum to further accelerate our evolution into an AI-first organization, making our Digital Fabric more intelligent, adaptive, and future-ready.”
This move will also further accelerate Tata Communications’ AI adoption by integrating its capabilities into its Digital Fabric. Commotion unifies Voice AI, Agentic AI Builder, and Omnichannel Journey Orchestration, enabling brands to automate complex work and deliver real-time, personalized engagement at scale.
“We are thrilled to announce this significant milestone in our journey. This isn’t just about capital. It’s about conviction, shared purpose, and the power of combining our innovation velocity with Tata Communication’s global reach, trusted brand, and digital expertise,” said Murali Swaminathan, CEO, Commotion Inc. “Together, we will unlock AI’s full potential in many industry sectors, building solutions that scale responsibly, and transform the way the world works. The future isn’t just coming – it’s here, and it’s global.”
Connectbase set to acquire Cloud Age
Connectbase, an operating system for transactions that delivers infrastructure insights, mapping, quoting, and automation for the connectivity ecosystem, is acquiring Cloud Age, a SaaS platform for telecom invoice automation and spend management.
Through this acquisition, Connectbase will expand its reach and build a unified digital fabric to connect the partnering, buying, selling, and management of the commercial relationships of connectivity, managed services, and digital infrastructure at scale.
“At Connectbase, we’re building the federated fabric of the Connected World – where every location, every partner, and every transaction is powered by trust, truth, and intelligence,” said Ben Edmond, CEO and Founder of Connectbase.
“Cloud Age has led the way in transforming raw invoice data into actionable insights and transformative outcomes. By combining that with Connectbase’s discovery and quoting engine, we are closing the loop – enabling our ecosystem to operate with speed, accuracy, and transparency from discovery to quote to cash. This is a major step forward in driving Ecosystem-Led Growth and enabling trusted transactions in an agentic AI-powered world.”
Connectbase will now be able to deliver a complete end-to-end workflow, integrating Cloud Age’s spend automation and structured data expertise into Connectbase’s discovery and quoting capabilities.
“Today marks an exciting new chapter for Cloud Age and our customers. By joining forces with Connectbase whose vision and platform so closely aligns with ours, we’re creating a powerful platform that unites the ‘quote to case’ and ‘procure to pay’ lifecycles and delivers an unmatched solution to drive revenue, control, and optimize network expenses, thereby maximizing profitability,” said Chris Lee, CEO and Founder of Cloud Age. “This combination allows us to accelerate innovation, deepen our data and software capabilities while expanding the value we bring to every customer we serve.”
November 2025’s M&A recap included major acquisitions from Huntress, Omega Systems, AppDirect. Read more about them here to stay on top of the key moves in the channel.
