CBTS acquires Recovery Point Systems
CBTSAcquirer
CBTS completed its acquisition of disaster‑recovery‑as‑a‑service provider Recovery Point Systems on September 15, 2026. Financial terms were not disclosed, but the deal adds ransomware recovery and cyber‑resilience capabilities to CBTS’s portfolio and gives the Cincinnati‑based firm a full end‑to‑end infrastructure offering for its 3,000‑plus clients.
Deal Terms
CBTS announced on September 15, 2026 that it has closed the acquisition of Recovery Point Systems, a specialist DRaaS provider. The purchase price was not disclosed. Recovery Point, previously owned by private‑equity firm Abry Partners, joins CBTS’s 30‑year‑old solutions business, which serves more than 3,000 mid‑market and Fortune 100 customers across the United States and Canada.
Strategic Rationale
CBTS CEO Kristin Russell said the transaction fills a “major gap” in the company’s end‑to‑end infrastructure services. Until now CBTS offered design, build, managed services, security and staffing, but relied on third‑party partners for disaster‑recovery capabilities. Recovery Point’s portfolio—DRaaS, ransomware recovery, cyber‑resilience, and data‑center colocation—lets CBTS present a single trusted partner for the entire lifecycle, from advisory to recovery.
Recovery Point’s value proposition rests on its technology‑agnostic platform, operational processes, and deep expertise in mainframe‑to‑cloud environments. Russell highlighted the firm’s “secret sauce” in data‑center infrastructure and operational rigor, which aligns with CBTS’s culture and client‑centric approach. The acquisition also positions CBTS to address rising board‑level demand for resilience as AI workloads, cybersecurity threats, and outage risk become core business concerns.
Integration will focus on preserving Recovery Point’s specialist talent and client relationships while leveraging CBTS’s scale, global delivery footprint—including offshore teams in India—and cross‑sell opportunities across its existing service lines. The two companies report minimal overlap, allowing a “tuck‑in” strategy that adds immediate DRaaS capability without disrupting existing operations.
The deal marks CBTS’s second post‑carve‑out acquisition, following its earlier purchase of Onyx in Canada. With TowerBrook Capital Partners backing CBTS, the firm appears to be accelerating a roll‑up strategy aimed at building a comprehensive, AI‑ready, cyber‑resilient infrastructure platform for enterprise customers.
Why It Matters
For CBTS, the acquisition eliminates the need to partner with external DRaaS vendors, unlocking cross‑sell potential across its 3,000‑client base and strengthening its value proposition in high‑growth, board‑driven resilience projects. Competitors that lack an in‑house recovery offering may now face pressure to either build similar capabilities or pursue their own acquisitions, potentially accelerating consolidation in the managed services space.
Recovery Point gains immediate access to CBTS’s scale, sales engine, and global delivery resources, which should accelerate its go‑to‑market reach and enable deeper penetration into Fortune 100 accounts. The deal also signals to investors that CBTS, backed by TowerBrook, is willing to deploy capital to capture higher‑margin, subscription‑based DRaaS revenue, a segment that historically enjoys strong net‑revenue retention and recurring‑revenue multiples.
Key Points
- CBTS closed its acquisition of Recovery Point Systems on September 15, 2026; financial terms were not disclosed.
- Recovery Point adds DRaaS, ransomware recovery, and cyber‑resilience services to CBTS’s portfolio.
- The deal fills a capability gap, allowing CBTS to offer a single‑partner end‑to‑end infrastructure solution.
- Recovery Point was previously owned by private‑equity firm Abry Partners.
- CBTS is backed by TowerBrook Capital Partners and serves over 3,000 clients across mid‑market and Fortune 100 segments.
Analysis
The undisclosed price of CBTS’s acquisition of Recovery Point Systems underscores a broader market trend: investors are valuing strategic capability over headline multiples in the infrastructure‑as‑a‑service space. DRaaS businesses typically command 8‑12x ARR due to high net‑revenue retention and low churn, but CBTS’s willingness to pay a premium for operational expertise suggests a focus on expanding gross margin through cross‑selling. For SaaS operators, the integration creates a clear pathway to boost ARR by bundling recovery services with existing managed‑services contracts, potentially lifting overall NRR into the high‑90s. From an investor perspective, the move signals that private‑equity‑backed solution providers are positioning themselves for higher‑growth, higher‑margin subscription revenue streams that are less sensitive to economic cycles. The acquisition also reflects the accelerating board‑level emphasis on AI‑driven workloads and cyber‑risk, which is driving demand for resilient, end‑to‑end platforms. Companies that can embed DRaaS into a broader portfolio are likely to attract premium valuations, while pure‑play backup vendors may face pressure to consolidate or diversify. In short, CBTS’s tuck‑in of Recovery Point illustrates how scale‑oriented players are leveraging M&A to capture the upside of a rapidly maturing DRaaS market.