This research report from TH Global Capital examines the global ERP software market with a specific focus on SAP and its implementation partners, analyzing market dynamics, technology adoption, competitive positioning, and M&A activity that will shape SAP services through 2030. It synthesizes Gartner data, SAP Insider research, and TH Global Capital deal intelligence to provide actionable insights for founders, investors, and strategic buyers evaluating SAP-focused opportunities.
Key Highlights of the Report:
- Market consolidation is accelerating as implementation-heavy models face margin pressure and acquirers seek proprietary tools, AI capabilities, brownfield accelerators, and nearshore delivery to command premium valuations.
- Brownfield and hybrid deployment approaches, driven by cost, speed, and risk considerations, are creating longer higher-value engagements and meaningful barriers to entry for partners without specialized expertise.
- AI-embedded ERP and agentic automation are becoming core vendor selection criteria, with ERP budget share for AI-enabled solutions expected to rise from 14% to around 62%, shifting customer focus from implementation effort to business outcomes.
- RISE with SAP has become the dominant deployment model for new and upgraded S/4HANA implementations, with 61% of in-progress projects on RISE and 76% of those running on hyperscalers such as AWS, Azure, and Google Cloud
Why Download This Report?
The report is designed for SAP-focused founders, executive teams, private equity investors, and strategic acquirers looking to understand where value is concentrating in the SAP partner ecosystem, how to position for the 2025–2030 migration and AI cycles, and which capabilities and deal themes are commanding premium valuations in today’s M&A market.