Grow and Contract
“I think we’re going to see a lot more point solution competition, and then some acquisitions of those. But I think what will happen is that the disciplines and the domains will call us. Fraud, security, MSP reg tech — you’re gonna see more players get holistic views of that.
“And so over time, those kinds of companies will roll in there, but they must have the size to do that. We are seeing that pure play securities, banking, regulatory, etc. … all these industries are going to have their own little pieces of parts that they’re going to manage. That’s just going to occur over and over, and I think it’s going to grow, and then it’s going to contract, and then it’s going to grow again.”
—Kurt Guenther, President, Business Solutions Group, Computer Services, Inc. (CSI)
