System/asset management M&A revisited

I wrote a couple of months ago abt a surge in M&A in this particular sector.
Just saw a report yesterday from the The 451 Group predicting $3-4 billion worth of M&A activity in this sector. The targets mentioned are essentially the same as the ones i listed, with the only difference being that i (unlike them ?) actually downloaded/installed and evaluated a good number of these tools.