M&A Insights

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Welcome to another episode of M&A Insights , where we speak with Aaron Mahl and Greg Northrop at IT Valuation to dive deep into the strategies and approaches shaping the world of MSP Valuations. Today, we're tackling a game-changing topic for MSP owners and IT service providers: how to maximize you...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode of M&A Insights , Madhur Duggar engages with Terry Hedden, founder, and CEO of Marketopia, to explore strategies for Managed Service Providers (MSPs) aiming to scale and enhance profitability. The focus is on Marketing. Key insights from their discussion include: It is all about the ROI:...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this special podcast with Thomas Fafinski at Virtus Law, we navigate the complex legal landscape involved in selling a Managed Service Provider (MSP). From the critical role of a well-structured data room for due diligence to the intricacies of indemnity escrows, and the nuances of non-compete and non-so...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn   In this episode, we delve into the critical elements of a Master Service Agreement (MSA) that can elevate the value of an MSP during a sale while minimizing risks. Joined by legal expert Thomas Fafinski from Virtus Law, we explore how robust MSAs create stability, ensure smooth client transitions, and enh...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn   In this episode, we explore the critical legal and structural strategies that MSP owners should consider when preparing for a sale. Joined by legal expert Thomas Fafinski from Virtus Law, we discuss how to enhance business value and streamline the sale process through strategic corporate structures, OpCo-...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn   In this episode of M&A Insights , we sit down with Colin, the founder of Helpdesk.tech , to uncover how his innovative platform is transforming the way MSPs operate. Colin shares his inspiring journey from tech enthusiast to industry leader, highlighting the key challenges MSPs face today, including s...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode of M&A Insights , we sit down with Justin Neagle, Chief Storyteller at Spot Migration, to explore how his company has unlocked significant growth by focusing on a client vertical: the construction industry. Justin shares Spot Migration’s journey from being a broad IT service provider to...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode of M&A Insights , Madhur Duggar dives into a crucial question for MSP (Managed Service Provider) owners: should you grow or should you go? The discussion centers around two big themes: scaling your business and breaking through the "sales and marketing moats" that can hold you...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn   In this engaging podcast, Tim Conkle, Founder of The 20s , shares invaluable insights into the common challenges faced by MSP owners, particularly their struggle to let go of control, which often leads to stunted growth and missed financial opportunities. Conkle discusses how The 20s helps MSPs scale effi...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Welcome to M&A Insights with your host, Madhur Duggar. Today, we’re taking a closer look at the complexities of bolt-on acquisitions in the MSP space. Joining me is Ben Greenberg, VP of Corporate Development at IT Solutions, an industry-leading MSP that’s acquired six companies over the past two years....

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this insightful podcast episode, we sit down with Chris Fulmino, a key figure at Dataprise, a leading Managed Service Provider (MSP) that has been making waves in the technology space. Chris shares the fascinating journey of Dataprise, from its origins as a founder-led company to its acquisition by Trini...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn   Ever wondered how offshoring can transform your MSP's operations and boost your margins? In our latest episode, I sit down with Thaddeus Susara from TechnoGlobal to uncover the secrets behind successful offshoring strategies that can save you money, streamline your operations, and even prepare your b...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Get ready to meet Emil, the dynamic force behind ETECH 7 and AI Autopilot! Hailing from the bustling streets of Manhattan and with roots in Uzbekistan, Emil's journey from an economics student at Baruch College to a tech innovator is nothing short of inspiring. Join us as we dive into how he's rev...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Selling a business will require preparation, effort and yes, time! Time that you need to be spending on running your business. You’ll need to work with an advisor who can guide you through the process and network with your peers to make sure you don’t lose focus. The good news is nearly everything you do in...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this podcast Chris Vollmond-Carstens, NTIVA's Chief M&A officer, discusses with us Reverse Due Diligence, i.e. questions that sellers should be asking buyers. Chris and Ntiva have been incredibly active in the MSP M&A landscape. Since 2015, Ntiva has successfully completed 15 transactions, w...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Nagesh Nama, CEO of XLM is a serial entrepreneur who is leading the charge on applying one of the most exciting developments in AI Technology – Large Action Models to help clinical trials in the Healthcare industry run more efficiently. The clinical trial industry in the US is estimated at a ~$25bn and Nage...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn This podcast provides 12 tips that sellers should follow when selling their business. If you wish to learn more about the middle market M&A world or listen to my other podcasts please connect with me over linked-in or email me at podcastwithmadhur@gmail.com and I’d be happy to share with you the URL for...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn The consolidation of smaller sized managed service providers (MSPs) by platform MSPs started in the immediate aftermath of Covid and will accelerate even after rates have normalized because of key secular trends in the MSP industry. While the first phase of MSP consolidation is being driven by the need for...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn The first document any Seller signs when starting their relationship with a potential advisor is typically a Seller Confidentiality Agreement. This podcast discusses some of the key aspects of this document that Sellers should expect.  www.linkedin.com/in/madhur-duggar

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn   In this episode, Madhur Duggar, M&A Advisor at Excendio Advisors, explores why private firms in the lower middle market should consider boutique advisory firms over large banks or DIY approaches when selling their business. Madhur outlines four key reasons: the importance of running a thorough buyer s...