Data & AI Consulting Sector Report H1 2026
ComCap Data & AI Consulting H1 2026 is a sell-side M&A sector report covering the global Data & AI consulting landscape. It maps a $49BN TAM growing at 12% CAGR to $120BN by 2033, analyzes ~196 M&A transactions since 2024 aggregating $30BN+ in disclosed value, and profiles 5 sub-sectors (Data Engineering, AI/Analytics, Digital Engineering, Agentic Ops, Managed Analytics). Key themes include PE roll-up acceleration, strategic acquirer activity (Accenture, IBM, Capgemini, Cognizant), the shift from T&M to outcome-based pricing, and the emergence of agentic AI as the sector's primary growth catalyst. The report includes market maps, ISG quadrant analysis, competitive profiles for 40+ firms, PE roll-up timelines, and a full M&A transaction appendix.
What This Report Covers
- Sector context and relevant buyer or investor themes for Tech Services and Consulting.
- Transaction and financing activity that informs ComCap's M&A advisory work.
- Practical implications for founders, boards, corporate development teams, and sponsors.