Infosys Acquisition Accelerates IT Services Consolidation

With its three-quarters-of-a-billion-dollar bid for Axon, an SAP systems integrator, the Indian IT provider Infosys looks to expand its SAP consulting business.


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Posted on Aug 27, 2008

Infosys Technologies’ proposed ₤407 acquisition of United Kingdom-based SAP services provider Axon Group plc signals ongoing consolidation in the IT services market and a desire by larger providers to counterbalance their exposure to the slowing North American economy, experts said this week.

Infosys, a $4.4 billion Bangalore, India-based provider of IT outsourcing and consulting services, said this week that it hopes to complete its acquisition of Axon by November. Infosys’ bid for publicly traded Axon represented a 19.4% premium over its share price just prior to the deal’s announcement. Axon’s share price quickly rose to around ₤6, the level of the Infosys bid.

Despite widespread speculation that a counteroffer for Axon might be forthcoming, none had yet surfaced by press time.

“Axon is a very important SAP integrator that had a lot of people looking at it, so I wouldn’t be surprised if there were a counterbid,” said Ray Wang, an analyst at Forrester Research, in an interview.

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