Robin Ody

What happened. M&A Signal's MSP report counts 466 MSP deals closed in 2025, up 20% on 2024. The vendor side is less clear: the predicted RMM/PSA vendor deals did not happen. Channel (MSP) M&A did grow in 2025; the vendor half is unproven and the headline vendor deals he expected (RO-14) did not occur. Sources: masignal.com.

Source: MSP trends and predictions 2025 - executive summary (Omdia/Canalys)

What happened. No IPO filing or private-equity buyout of a top-five RMM/PSA vendor (ConnectWise, Kaseya, N-able, NinjaOne, HaloPSA) was found in 2025. N-able's 2024 sale process did not produce a deal, and June 2025 coverage of the PSA/RMM market lists these vendors with no such transactions. A specific, dated call of three of five vendors changing hands or listing; none were found to have done so. Sources: channele2e.com, dutchitchannel.nl.

Source: MSP trends and predictions 2025 - executive summary (Omdia/Canalys)

What happened. Omdia/McBain later cited 'more than 335,000' companies with at least one managed services contract (Channel Dive, Dec 2025). Omdia-attributed LinkedIn posts cite over 338,000 partners offering managed services. No independent count found. 338,000 vs 341,000 forecast is within 1%, so inside the 10% band. Only the firm's own figures exist. Sources: channeldive.com.

Source: MSP trends and predictions 2025 - executive summary (Omdia/Canalys)

Caveat. No independent evidence available. Scored on Omdia’s own figures.

What happened. Drake Star counted 235 US/European MSP deals in H1 2024, about four times the H2 2023 pace, and 77 in Q3 2024, more than double Q3 2023. MSP M&A rebounded strongly in 2024, at or above the +50% called; no clean 2021 baseline was found to test the '60% of 2021' part. Direction and scale of the 2024 rebound were right, possibly understated; the 2021 comparison can't be verified, and Ody's own Jan 2025 summary described 2024 as a slower M&A year, so counts depend on the data source. Sources: drakestar.com, drakestar.com.

Source: Top 10 MSP Predictions for 2024 (Jay McBain, LinkedIn)

What happened. N-able ran a sale process in 2024 (Barracuda named as a suitor) but stayed independent and listed. No acquisition of ConnectWise, Kaseya, NinjaOne, N-able, HaloPSA or other leading RMM/PSA vendors was found through 2025; June 2025 coverage of the PSA/RMM 'platform wars' names no such deals. The expected wave of RMM/PSA takeovers did not arrive; the closest event (N-able's sale process) did not close. Not marked Wrong because smaller RMM/PSA tuck-ins may have occurred that this search did not capture. Sources: channele2e.com, dutchitchannel.nl.

Source: Top 10 MSP Predictions for 2024 (Jay McBain, LinkedIn)

What happened. No survey isolates generative AI used to build in-house tools, but 2025 surveys show internal AI use near-universal: one 2025 MSP survey found only 4% of MSPs not using AI internally (down from 17% in 2024), and Kaseya's 2025 benchmark found about 30% using AI to take over tedious tasks. Broad internal AI adoption clearly cleared a one-third bar by 2025, but the evidence measures AI use in general rather than MSPs building their own GenAI tools, so the exact threshold can't be confirmed. Sources: mspsuccess.com, kaseya.com.

Source: Top 10 MSP Predictions for 2024 (Jay McBain, LinkedIn)

What happened. Canalys's late-2024 MSP landscape round-up put 2024 managed services growth at just under 11%; Ody's January 2025 podcast also cited 11% for 2024. Growth was still double-digit but about a point below the call. Called double-digit growth correctly in a tough market and landed within roughly a point (12% forecast vs about 11% actual), though the 'at least 12%' version was missed. Sources: canalys.com, echannelnewspodcast.buzzsprout.com.

Source: Top 10 MSP Predictions for 2024 (Jay McBain, LinkedIn)

Caveat. No independent evidence available. Scored on Omdia’s own figures.