I think it's quite interesting as few years ago consultancies weren't valued that high and investors wouldn't think that investing into a consultancy is a good idea. With Redha and now Heptio acquisitions it seems like times are changing :) I guess it's really important for those large corporates to acquire engineering talent in bulk and it's probably really healthy for their internal culture to get some fresh ideas.
Anyway, I really liked Heptio strategy of building and supporting some open source tooling to help with your k8s cluster, let's hope their team will continue the tradition! :)