MARKET COMMENTARY FROM THE COMCAP TEAM
Insights
Sector theses, deal announcements, and market commentary ComCap's bankers have published, collected here for reference. 254+ posts spanning technology M&A, private equity, and growth capital since 2017.
Newsletter share: AI-Enabled Intelligent Operations - H1 2026
Newsletter share: "AI-Enabled Intelligent Operations - H1 2026". Published as a LinkedIn newsletter edition.
Vipul Prasad
We are pleased to share ComCap's H1 2026 AI-Enabled Intelligent Operations Sector Report.
We are pleased to share ComCap's H1 2026 AI-Enabled Intelligent Operations Sector Report. 2026 is the year BPO becomes "AI-IO" — leaders are…
Helem Pontes
Cloud Transformation is becoming the Enterprise AI on-ramp!
Cloud Transformation is becoming the Enterprise AI on-ramp! In Part I of our Enterprise Modernization Services report series, we examine Clo…
Helem Pontes
Counting down to Cannes Lions 2026 (repost of Okan Inaltay)
ComCap reposted Okan Inaltay's post: Counting down to Cannes Lions 2026. Looking forward to being in Cannes (June 21–27) and catching up wit…
Okan Inaltay
The ComCap H1'2026 Data & AI Consulting Sector Report is out!
The ComCap H1'2026 Data & AI Consulting Sector Report is out! Data & AI consulting is entering a new phase, where AI-native execution, verti…
CA Dhawal Chotai
ComCap is headed to Cannes Lions 2026.
ComCap is headed to Cannes Lions 2026. Our Head of AI & Software, Okan Inaltay, will be on the ground in Cannes meeting with founders, inves…
Okan Inaltay
The Data & AI market is moving fast — so is M&A activity and buyer priorities around it.
The Data & AI market is moving fast — so is M&A activity and buyer priorities around it. Please join our team at these marquee events in San…
Helem Pontes
The ComCap Q1'2026 Tech Services & Consulting M&A Report is out!
The ComCap Q1'2026 Tech Services & Consulting M&A Report is out! Tech Services & Consulting is shifting from labor-led delivery to AI-augmen…
Helem Pontes
Okan Inaltay speaking at Home Delivery World 2026 in Nashville.
We're excited to announce that Okan Inaltay, Managing Director, Head of AI & Software at ComCap, will be speaking at Home Delivery World 202…
Helem Pontes
The ComCap H1'2026 Product Information Management (PIM) Report is out!
The ComCap H1'2026 Product Information Management (PIM) Report is out! PIM has quietly become one of the most strategically contested layers…
Priya Ashok
AI Readiness has become a core diligence workstream in Tech Services M&A.
AI Readiness has become a core diligence workstream in Tech Services M&A — and buyers are getting very good at separating genuine platforms…
Helem Pontes
We're heading to Las Vegas! ComCap will be at ServiceNow Knowledge26.
We're heading to Las Vegas! ComCap will be at ServiceNow Knowledge26 — come meet Aron Bohlig and Nas Chobanov at The Venetian Resort & The W…
Helem Pontes
We're heading to Miami! ComCap will be at Consensus 2026 by CoinDesk.
We're heading to Miami! ComCap will be at Consensus 2026 by CoinDesk — come meet Aron Bohlig, Okan Inaltay, and Dhawal Chotai at the Miami B…
Helem Pontes
Counting down to Google Cloud Next '26 in Las Vegas!
Counting down to Google Cloud Next '26 in Las Vegas! Aron Bohlig, Nas Chobanov, and Okan Inaltay from ComCap will be at Google Cloud Next (A…
Helem Pontes
Introducing ComCap's Logistics & Supply Chain Tech Insights Newsletter!
Introducing ComCap's Logistics & Supply Chain Tech Insights Newsletter! We're pleased to present the first edition of our Logistics & Supply…
Vipul Prasad
Final call before HumanX 2026.
Final call before HumanX 2026. HumanX 2026 kicks off next week, and calendars are filling up fast. If you're attending, now's the time to co…
Okan Inaltay
Final call before Shoptalk Spring.
Final call before Shoptalk Spring. We're heading to Las Vegas this week — and calendars are filling up fast! If you're attending, now's the…
CA Dhawal Chotai
Logistics Newsletter - March 2026
This edition of the Logistics newsletter covers recent acquisitions, notable fundraising activity, and sector events in the logistics sector…
Vipul Prasad
Counting down to Shoptalk Spring in Las Vegas!
Counting down to Shoptalk Spring in Las Vegas! Aron Bohlig and Okan Inaltay from ComCap will be at Shoptalk Spring (March 24–26, Mandalay Ba…
CA Dhawal Chotai
We're on the ground at RampUp 2026 in San Francisco this week.
We're on the ground at in San Francisco this week. Excited to connect with the ecosystem across marketing, advertising, data, and measuremen…
Okan Inaltay
We're heading to Las Vegas for Shoptalk Spring 2026!
We're heading to Las Vegas for Shoptalk Spring 2026! Join Aron Bohlig and Okan Inaltay at Mandalay Bay as we connect with leaders shaping th…
CA Dhawal Chotai
Logistics is at a fascinating intersection... (Leaders in Logistics)
Logistics is at a fascinating intersection: customers want resilience and visibility, operators are investing in tech + automation, and capi…
Okan Inaltay
Logistics Newsletter - February 2026
This edition of the Logistics newsletter covers recent acquisitions, notable fundraising activity, and sector events in the logistics sector…
Vipul Prasad
We're heading to Vegas for Manifest.
We're heading to Vegas for Manifest. Okan Inaltay will be on-site starting tomorrow at Manifest Vegas, meeting with founders, operators, and…
Okan Inaltay