Private Equity

Increase the valuation of your holdings.

At a fraction of the cost & headcount. All while increasing speed, quality, scalability and valuation.

The Adobe DXP Market: A $10B+ Services Opportunity

Why This Market?

Adobe is the DXP leader with a massive install base, but complex delivery and a partner ecosystem optimized for large enterprises bottleneck execution.

The DXP market is ~$10-14B in 2024 (10-12%+ CAGR). Adobe's Digital Experience subscription revenue alone is $4.86B, implying a $5-10B+ services pool.

Adobe's Landscape & Challenges

Adobe Experience Manager (AEM) has ~38K live sites, including over a quarter of Fortune 500, underscoring its enterprise focus. While Adobe lists thousands of partners, only ~800 are service-oriented SIs.

These partners concentrate on up-market clients (e.g., Accenture, Cognizant), leaving the mid-market underserved and deprioritized for Adobe-grade outcomes.

Adobe is currently pushing all AEM clients to migrate to EDS.

Boardroom presentation about Adobe DXP market opportunity

Adobe Capability

Four paths to building Adobe services capacity

Option 1

Build In-House

$2M+ / 1 Year+

Upside

Control/IP, premium pricing, equity story

Downside

4–6 months to ramp; senior talent hires (4–8)

Option 2

Acquire Boutique SI

$15-20 Million

Upside

Immediate credibility, backlog

Downside

Integration risk; higher cash outlay

Option 3

Partner/White-Label

Platform/partner fees

Upside

Fastest to revenue; low upfront

Downside

Lower margin, dependency

✨ Recommended
Option 4
AI Enabled Delivery
Upside: 10× faster cycles; ~3× higher margins
Downside: Ongoing platform subscription; light enablement time for team
Reversibility: High — snap-on to existing workflow, stop using it at anytime
Cost: Low monthly; client resale available

Your Team

Strategy
Web Design

Platform

Scope
Plan
Build
QA/QC
Approve
Rework
Publish

Ready to transform your portfolio?

See how Launch Studio can drive value creation across your portfolio companies.