Following a massive wave of consolidation that swept through the enterprise content management (ECM) market, the list of significant vendors has basically narrowed to a handful of tech giants. Essentially, it’s just one stand-alone ECM provider with other software companies offering ECM as part of their broader portfolio. All of them have done deals to expand their ECM business, with the collective bill for acquisitions across the sector topping more than $12bn since 2002.
However, all of that activity has been done by – and for – proprietary software firms. In a recent report, my colleague Kathleen Reidy analyzes how M&A might play out for open source content management startups. Granted, the market is still young, with many of the startups still bootstrapped. (Reidy looks at a dozen potential open source content management targets, including their funding and their focus.)
So which startup might be the first to go? We speculate that Alfresco Software could eventually find itself inside a larger company. However, it probably won’t be the company we initially thought it would be. Adobe and Alfresco have a tight relationship, with Adobe embedding an Alfresco repository in its LiveCycle for content services like workflow, indexing and version control. But with Adobe reaching across the Atlantic for Day Software, it probably has all the Web content management technology it needs.