SAIC and Unisys Federal: Penetration, growth and confidence, with questions around IP and integration

Consolidation continues SAIC’s agreement to purchase Unisys’ federal business for $1.2 billion (which includes present value tax assets of approximately $175 million) is just the latest example of the continued consolidation of the public sector IT services market, which has been ongoing for the past four years. For example, Leidos (NYSE: LDOS) purchased Lockheed Martin’s […]

Low cost, but little long-term value: Insight Enterprises’ plan to acquire PCM Inc.

Insight’s acquisition strategy has led to strong services growth and a successful shift from the legacy VAR model Insight’s last three acquisitions, of Cardinal Solutions, Ignia and BlueMetal, were all services companies that provided significant differentiation and skilled talent that legacy Insight lacked. The acquisitions were part of the firm’s 2015 digital innovation strategy, an […]