Enterprise Cloud Infrastructure Platforms sector
Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Enterprise Cloud Infrastructure Platforms
1.1 - About Enterprise Cloud Infrastructure Platforms sector
Companies in the Enterprise Cloud Infrastructure Platforms category deliver the foundational compute, storage, networking, security, and management layers that run modern enterprise workloads. They enable public, private, and hybrid deployments, unify operations across data centers and clouds, and support AI at scale with high-performance GPU resources. Customers gain resilient, compliant infrastructure, centralized control, and elastic capacity to modernize applications and optimize cost and performance.
Offerings typically include IaaS virtual machines and GPU instances for AI and HPC, object and block storage with snapshotting, and virtual private cloud networking with edge services. Vendors provide hyperconverged infrastructure with integrated virtualization, plus Kubernetes orchestration and container registries to standardize deployment. Security is delivered through SSE platforms, DLP and CASB controls, and zero‑trust access, while observability spans infrastructure monitoring, network performance analytics, and enterprise-wide traffic visibility.
These companies serve enterprise IT and operations teams, cloud‑native software providers, and regulated institutions. Outcomes include higher reliability through real‑time observability, improved security and compliance via unified policies and SSE controls, accelerated application and AI deployment on standardized infrastructure, and cost optimization through rightsizing, automation, and hybrid placement of workloads across data centers and clouds.
2. Buyers in the Enterprise Cloud Infrastructure Platforms sector
2.1 Top strategic acquirers of Enterprise Cloud Infrastructure Platforms companies
IBM
- Description: Provider of enterprise software, cloud services, hardware appliances, servers, storage and mainframe infrastructure, combining on-premises solutions, SaaS delivery, PaaS/IaaS cloud and lifecycle support to address organizations’ data, application and infrastructure needs across industries.
- Key Products:
- AI Agents and Assistants: Automate complex enterprise workflows by embedding intelligent agents that handle tasks, decisions and interactions, boosting efficiency while reducing manual effort
- Hybrid Cloud Platform: Optimize IT and maximize ROI by running workloads where and when needed, unifying on-prem and cloud resources under a single managed environment
- Data for AI: Centralize enterprise data to access, integrate, govern and secure information in one place, ensuring reliable, compliant datasets for AI development and analytics
- IBM Consulting: Design, build and operate high-performing businesses through expert advisory, implementation and managed services that harness AI, automation and hybrid cloud capabilities.
- Rationale: Provider of IBM Hybrid Cloud Platform enabling unified operations, Data for AI governance, and AI Agents and Assistants workflow automation.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
2.2 - Strategic buyer groups for Enterprise Cloud Infrastructure Platforms sector
M&A buyer group 1: IaaS
Dell Technologies
- Type: N/A
- Employees: ●●●●●
- Description: Provider of technology products, solutions and customer-support services, enabling users to organize Dell devices, track service requests, check and extend warranty coverage, download drivers, run diagnostics and access other product-specific assistance through its My Products and Services portal and related support tools.
- Key Products:
- My Products and Services: Web portal that lets customers register and organize Dell devices, view service requests, check warranty status, and access product-specific support in one dashboard
- Support Services & Warranty: Online service enabling users to review current warranty terms, purchase or extend coverage, and receive authorized repair or replacement options for Dell hardware
- Drivers & Downloads: Repository where customers can identify their device, download the latest certified drivers, firmware and software updates, ensuring optimal performance and compatibility
- PC Diagnostics: Cloud-based test suite that runs hardware diagnostics on Dell systems, detects issues, and provides troubleshooting steps or repair recommendations to resolve performance problems.
Buyer group 2: ████████ ████████
●● companiesBuyer group 3: ████████ ████████
●● companies3. Investors and private equity firms in Enterprise Cloud Infrastructure Platforms sector
3.1 - Buyout funds in the Enterprise Cloud Infrastructure Platforms sector
2.2 - Strategic buyer groups for Enterprise Cloud Infrastructure Platforms sector
4 - Top valuation comps for Enterprise Cloud Infrastructure Platforms companies
4.2 - Public trading comparable groups for Enterprise Cloud Infrastructure Platforms sector
Valuation benchmark group 1: Enterprise Cloud Platform Services Companies
Microsoft
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of software, services, devices, and solutions including operating systems, productivity software, enterprise applications, server products, cloud services, and gaming systems to enhance productivity, facilitate communication, and enable digital transformation for personal and business use.
- Key Products:
- Windows: Operating system for personal computers and workstations
- Office 365: Subscription-based productivity suite including Word, Excel, PowerPoint, and Outlook
- Azure: Cloud computing platform offering virtual machines, databases, and storage solutions
- Xbox: Gaming console with access to various video games and entertainment content
- Dynamics 365: Enterprise resource planning and customer relationship management applications.