Enterprise Operating System Platforms sector
Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Enterprise Operating System Platforms
1.1 - About Enterprise Operating System Platforms sector
Companies in the Enterprise Operating System Platforms category build and maintain the core software that powers servers, cloud instances, and edge devices across large organizations. They provide hardened, supported operating environments with long-term maintenance, enterprise tooling, and certified compatibility for mission‑critical workloads. These strategic buyers enable standardized infrastructure, consistent security baselines, and predictable performance across heterogeneous hardware and cloud ecosystems.
Offerings typically include enterprise server OS distributions with hardened kernels, role-based access controls, and FIPS/FedRAMP-aligned security profiles. Vendors layer in lifecycle and patch management, live kernel updates, and centralized configuration via management consoles or APIs. They support virtualization stacks and container runtimes, integrate with Kubernetes, provide high‑availability clustering and storage management, and deliver certified images for major clouds and OEM hardware to streamline deployment and compliance.
Typical customers include enterprise IT organizations, cloud and data center operators, and government or regulated institutions managing mission‑critical workloads. Outcomes include higher uptime through resilient clustering, faster patching and standardized builds for stronger security, workload portability across on‑premises and public clouds, and reduced operating costs via automation, consolidated tooling, and vendor-certified support. These platforms also improve auditability and policy enforcement for compliance-sensitive environments.
2. Buyers in the Enterprise Operating System Platforms sector
2.1 Top strategic acquirers of Enterprise Operating System Platforms companies
Arrcus
- Description: Provider of software-defined networking solutions delivering the Arrcus Connected Edge (ACE) platform and ArcOS network operating system to give enterprises and service providers high-performance routing, switching and edge connectivity for AI, cloud and data-center workloads while offering flexible consumption models and the lowest total cost of ownership.
- Key Products:
- Arrcus Connected Edge (ACE): End-to-end networking software platform delivering scalable routing and switching with flexible consumption options to lower total cost of ownership for enterprises and service providers
- ArcOS for Kubernetes on NVIDIA BlueField-3 DPUs: Automates deployment and lifecycle management of high-performance networking in Kubernetes clusters by offloading data-plane functions to DPUs for AI-scale workloads
- ArcOS with NVIDIA DOCA Platform Framework: Integrates ArcOS routing stack with NVIDIA DOCA to unlock secure, energy-efficient datacenter networking, enabling scalable, cloud-native infrastructure for AI, edge and cloud environments
- SRv6 TI-LFA Fast Reroute: Segment-Routing based feature that precomputes backup paths to deliver sub-50 ms failover, 100 % protection against link or node failure, minimizing data loss for critical applications.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
2.2 - Strategic buyer groups for Enterprise Operating System Platforms sector
M&A buyer group 1: Virtualization
NComputing
- Type: N/A
- Employees: ●●●●●
- Description: Provider of virtualization and thin-client computing solutions that enable secure, centrally managed VDI and DaaS environments through Linux-based endpoints, thin-client hardware and endpoint management software, allowing organizations to repurpose existing x86-64 PCs, lower costs and strengthen security.
- Key Products:
- vSpace Server for Linux: Server-based software supporting Ubuntu 14.04–18.04 that offers client session monitoring, virtual IP, optimized video playback and inter-client messaging for multi-user desktop delivery
- vSpace Server for Windows: Software that leverages Microsoft Remote Desktop Services on Windows to host sessions, letting multiple users share a single Windows instance efficiently
- VERDE VDI Enterprise Edition 8.x: KVM-based virtualization platform deployable on bare-metal or cloud that delivers full Virtual Desktop Infrastructure with multi-language support for enterprise customers
- Thin/Zero Client Hardware: Compact endpoint devices paired with NComputing software to create virtual desktops, allowing many users to access one operating system simultaneously and reduce hardware spend
Buyer group 2: ████████ ████████
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●● companies3. Investors and private equity firms in Enterprise Operating System Platforms sector
3.1 - Buyout funds in the Enterprise Operating System Platforms sector
2.2 - Strategic buyer groups for Enterprise Operating System Platforms sector
4 - Top valuation comps for Enterprise Operating System Platforms companies
4.2 - Public trading comparable groups for Enterprise Operating System Platforms sector
Valuation benchmark group 1: Cloud Infrastructure Software Companies
AppLovin
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of software-based platforms for advertisers and app developers to enhance marketing, monetization, and user engagement. Offers tools to optimize marketing investments, manage ad performance, and drive in-app purchases for various mobile applications.
- Key Products:
- AppDiscovery: Marketing software solution for user acquisition and engagement
- MAX: Monetization platform to enhance ad revenue
- AppLovin Exchange: Marketplace for bidding on ad inventory
- Adjust: Mobile app measurement and analytics platform
- Lion Studios: Game publishing and promotion for mobile developers.