Our latest Supply Chain Management Software (SCMS) M&A report shows a market turning more selective. After stronger momentum in 2025, deal activity moderated as buyers placed growing emphasis on the quality, resilience and strategic positioning of software assets, including their ability to consolidate fragmented supply chain functions and put AI to work across real operations, rather than growth alone.

Across the market, AI is moving from dashboards and reporting towards deeper connectivity and automation, as procurement platforms automate sourcing and supplier discovery, analytics platforms shift towards autonomous planning, and logistics platforms unify transport, warehouse and ERP data into a single system of record. Persistent labour shortages are also extending that automation into the warehouse floor itself, through robotics and physical AI. Looking ahead, buyer appetite is expected to stay shaped by AI readiness, platform integration and tangible operational impact.

The report covers key subsectors within Supply Chain Management Software, including Logistics Software, Supply Chain Analytics, Warehouse Management, Procurement & Supplier Relationship Management and Inventory Management.

Key topics addressed in the report include:

• Trends and analysis of M&A activity
• Most active acquirers and deal highlights
• Valuation insights and metrics