Position Green's European Consolidation Strategy Points To Broader 2026 M&A Wave

The deals – Morescope, Greenomy and Factlines
Position Green completed two strategic acquisitions within a two-week span in late summer 2025, acquiring Oslo-headquartered carbon management platform Morescope in August and Brussels-headquartered regulatory reporting specialist Greenomy in September. The trend continued with the acquisition of Oslo-headquartered Factlines in November. Taken as a whole, the deals combine Position Green's Nordic market presence with Morescope's carbon accounting capabilities, Greenomy's CSRD and EU Taxonomy expertise and Factlines’s supply chain expertise, resulting in a robust pan-European footprint in a fragmented vendor landscape.

Why consolidation is accelerating now
These acquisitions have occurred during a pivotal period, when Europe's sustainability software market faces an identity crisis driven by regulatory uncertainty. The compliance-driven momentum that previously fuelled vendor expansion – particularly around CSRD implementation timelines – has been disrupted by the EU's ‘stop-the-clock’ omnibus proposal, which delayed reporting requirements while promising to simplify overlapping regulations. Similar uncertainty is mirrored by ongoing political headwinds in the US.

This has created challenging market conditions for software vendors whose value propositions centre on meeting compliance deadlines, resulting in longer procurement cycles and an urgent need to redefine their value proposition. Those focusing purely on compliance-driven reporting now face the risk of product commoditization.

At the same time, the boundary between carbon management and sustainability reporting software is increasingly blurred, with most software offerings now integrating both sets of capabilities, except in highly specialized cases. Consolidation is also accelerating within the carbon management software space – a trend discussed in our recent blog discussing evolving vendor strategies and market dynamics.

The 2026 consolidation wave
Position Green's spate of acquisitions foreshadows a broader consolidation trend expected to accelerate in 2026, as several market dynamics increasingly favour integrated platforms over specialized point solutions. Value proposition evolution from regulatory compliance towards business intelligence integration requires vendors to demonstrate impact beyond compliance-motivated sustainability reporting. This shift favours platforms that can connect sustainability data to core business systems and decision-making processes.

Competitive differentiation now depends more on domain expertise, regulatory coverage and operational scale – rather than underlying technology features. The market increasingly rewards comprehensive platforms that can deploy AI across multiple sustainability workflows rather than AI-enabled point solutions.

Capital efficiency pressures in today's challenging funding environment make strategic acquisitions more attractive than organic expansion for achieving geographic coverage and customer scale quickly. Position Green's consolidation strategy positions the business to capitalize on this trend while establishing European market leadership ahead of anticipated regulatory clarification in 2026. As the market evolves beyond fragmented compliance tools towards integrated business intelligence platforms, expect similar strategic combinations throughout the next 18 months as vendors pursue scale, complementary capabilities and sustainable competitive advantage in an increasingly crowded but growing market.