Each year, it seems more and more companies use the Executive Connection Summit (ECS) as a platform to reveal exciting news, and this year was no exception. In fact, two of the three transactions in this week’s M&A roundup came courtesy of ECS.
ConnectWise beefed up its AI competence with the addition of zofiQ, an agentic AI firm, which put a ring on the already existing relationship between the companies. ARCOA Group came to terms on a deal with Southwest Equipment Brokers, an asset remarketing firm, providing an entry point into Arizona.
In a separately announced move on the dealer side, DOCUmation pulled the trigger on the acquisition of Document Solutions, bolstering the company’s East Texas portfolio. We’ll lead off with this transaction.
DOCUmation, Texas’ largest privately held managed services provider, added a proven Xerox dealer and Platinum Xerox Agent in Document Solutions, further strengthening its footprint across East Texas and expanding its ability to serve organizations throughout the region.
As part of the acquisition, DOCUmation is welcoming Document Solutions employees to the DOCUmation team and will continue operating from Document Solutions’ existing offices in Athens, Belton, Waco, Tyler, Cleburne, Corsicana, and Palestine, Texas.
Customers can expect the same familiar local teams, now supported by broader resources, additional technical expertise, and an expanded portfolio of services.
“This acquisition allows us to build on the strong foundation Document Solutions has established in East Texas,” said Hunter Woolfolk, CEO of DOCUmation. “By retaining their people, leadership, and local presence, we’re offering continuity for customers while bringing more capabilities and long-term growth opportunities.”
As a Platinum Xerox Agent, Document Solutions has earned a reputation for excellence in document technology and customer service. Under the DOCUmation umbrella, customers will continue benefiting from Xerox expertise while gaining access to DOCUmation’s full suite of technology services, including managed IT, cybersecurity, business process automation, managed print, and unified communications—providing a single partner for all technology needs.
The East Texas operations will continue under the leadership of Rachelle Comito, alongside Zack Mahan, President of DOCUmation DFW and East Texas. This combined leadership team will focus on maintaining strong local relationships while scaling services across the region.
With this acquisition, DOCUmation continues its strategic expansion across Texas, reinforcing its commitment to local service, long-term partnerships, and delivering enterprise-level solutions with a personal, customer-first approach.
ConnectWise-zofiQ
ConnectWise, the leading software and services company dedicated to the success of IT solution providers, deepened its relationship with zofiQ, an agentic AI company purpose-built to automate high-volume service desk operations. With zofiQ, ConnectWise is accelerating the age of autonomous service, empowering teams to scale service delivery and reduce operational strain.
Already in use by ConnectWise PSA partners today, zofiQ is driving a 20% increase in endpoints managed per technician and enabling organizations to increase service capacity while maintaining consistent service quality. By driving 50% fewer reactive hours through automation and enabling more predictive, insight-driven results, zofiQ helps MSPs achieve up to 30% margin improvement, while redirecting skilled team members away from repetitive operational tasks and toward higher-value work.
As service demand outpaces available talent, IT solution providers need ways to resolve more work with the same people while protecting margins and service quality. With zofiQ, AI agents operate directly inside ConnectWise PSA workflows to absorb routine triage, resolution, and documentation, enabling teams to scale service delivery without adding headcount.
“MSPs are entering the Age of Autonomous Service, and the winners will be the ones who can scale without proportionately increasing operating costs,” said Manny Rivelo, CEO of ConnectWise. “Data is the oxygen for AI, and autonomy only works when it’s powered by real operational data from the PSA, where service delivery happens every day. With zofiQ, we’re laying the foundation to accelerate agentic capabilities across the ConnectWise platform and into the broader ecosystem our partners rely on.”
“When the native applications Omega relied on lacked built-in AI capabilities, zofiQ acted as the AI integration layer that enabled Omega to adopt and leverage advanced AI across their managed services stack,” said Ben Tercha, COO at Omega Systems. “ZofiQ connected to those legacy and SaaS systems through APIs, connectors, and event-based integrations, ingesting relevant telemetry, ticketing, and monitoring data without requiring modifications to the underlying applications. Once data was consolidated and normalized, zofiQ applied AI models for anomaly detection, ticket classification, prioritization, root-cause suggestion, and intelligent automation — delivering AI-driven outcomes directly where technicians work.”
Over time, zofiQ will serve as a horizontal agentic layer across the ConnectWise portfolio, including ConnectWise RMM™, cybersecurity, and data protection. ConnectWise also plans to extend these capabilities through its open ecosystem, allowing partners to apply the same agent-driven automation across third-party solutions integrated into the ConnectWise platform.
“We built zofiQ for MSP service desks where scale, speed, and service quality matter every minute,” said Lee Silverstone, CEO of zofiQ. “The future of service delivery isn’t AI that just makes suggestions, it’s AI that takes action inside the workflow, with humans overseeing and guiding fleets of autonomous agents to deliver real outcomes at scale. With ConnectWise’s investment and platform reach, we’re accelerating the zofiQ roadmap and expanding what’s possible for partners, delivering faster innovation, deeper integrations, and greater impact across the tools they rely on every day.”
According to Channelnomics, MSPs must move beyond incremental automation and adopt new operating models to remain competitive. zofiQ enables that transition today, delivering proven ROI through agentic automation designed for real-world service desk scale. Partners using zofiQ with ConnectWise PSA see 2–3 hours saved per agent per day, 5–10 minutes saved per ticket, and 90–97% accuracy in triage and classification, proving value in the workflows where AI impact is immediate and sustainable.
“The ConnectWise partner community is built on shared scale and operational excellence,” said David Rassipour, chief product and technology officer at ConnectWise. “By bringing zofiQ’s AI-driven automation into the ConnectWise platform, we’re enabling partners to onboard faster, operate efficiently across tenants, and extend autonomous service delivery across the ecosystem.”
ARCOA Group-Southwest Equipment Brokers
ARCOA Group announced Monday it has entered into a tentative agreement to acquire Southwest Equipment Brokers, a respected Arizona-based asset remarketing firm. The transaction marks a key milestone in ARCOA Group’s growth strategy, expanding its geographic footprint into Arizona and further strengthening its national asset remarketing platform.
Founded in 1989, Southwest Equipment Brokers has built a strong reputation in the asset remarketing industry through decades of experience, customer-focused service, and consistent performance. The company is widely recognized for its trusted relationships and deep market knowledge throughout the region.
“This agreement reflects ARCOA Group’s strategic commitment to growth and to partnering with organizations that share our values, culture, and standards,” said Edward J. Spriegel, managing partner of ARCOA Group. “Southwest Equipment Brokers has built an exceptional legacy, and we are excited about the opportunity to build upon that foundation together.”
Following the completion of the transaction, ARCOA Group plans to expand the range of services offered at the Arizona location. Customers will benefit from enhanced capabilities, broader solutions, and access to ARCOA’s national resources while continuing to receive the local expertise that has defined Southwest Equipment Brokers’ success. Planned service offerings include the continued purchase of used equipment from dealers and corporate partners, asset remarketing for major lease companies, expanded third-party logistics services, and the addition of certified electronics recycling capabilities.
The transaction remains subject to customary closing conditions and regulatory approvals.
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About ARCOA Group
ARCOA Group is a leading provider of secure logistics, asset remarketing, and certified electronics recycling services, delivering comprehensive end-of-term solutions across a wide range of industries. With a focus on innovation, integrity, and customer value, ARCOA continues to expand its national presence and service offerings.
About Southwest Equipment Brokers
Founded in 1989, Southwest Equipment Brokers is a trusted asset remarketing firm known for its industry expertise, strong customer relationships, and commitment to delivering reliable results.
About ConnectWise
ConnectWise powers IT businesses by simplifying operations, enhancing experiences, and driving growth. Trusted by IT solution providers worldwide, ConnectWise sets the standard for innovation and service delivery. For more than 40 years, ConnectWise has been committed to partner success, delivering software, services, and an open ecosystem of integrations. The ConnectWise Platform provides unmatched scale and AI-driven automation across PSA, RMM, cybersecurity, and data protection—helping IT Solution Providers to deliver and secure services more efficiently.
About zofiQ
zofiQ is an agentic AI platform built for MSP service desks and operations teams. Embedded directly into PSA and RMM workflows, zofiQ deploys AI agents that adapt to each MSP’s environment and continuously improve over time. The platform automates ticket handling tasks like triage, remediation, prioritization, and routing—helping service desks reduce manual effort and improve consistency. By accelerating time-to-resolution and enabling technicians to focus on higher-value work, zofiQ helps MSPs scale support without scaling headcount.
About DOCUmation
DOCUmation is the largest privately held managed services provider in Texas, with more than 35 years of experience supporting organizations across the state. The company delivers a comprehensive portfolio of technology solutions, including managed IT services, managed print, document management, automation, cloud, and business communications. Headquartered in San Antonio, DOCUmation operates multiple offices throughout Texas and is known for its service-first approach, local leadership, and long-term customer partnerships.
