M&A Insights

Most MSP founders spend years building value but almost zero time thinking about life after the deal. That’s exactly why I sat down with Jamie Waldren—author of Exit on Your Own Terms —to unpack what real succession planning looks like. Questions We Tackled: When should you actually start planning your exit?  What’s the first step if you’re starting from zero?  Why do most founders only think abou...

Private credit has quietly become one of the biggest drivers behind MSP growth and consolidation — yet few founders truly understand how lenders think. In this episode of M&A Insights , Madhur Duggar sits down with Reed Van Gorden, Head of Origination at Deerpath Capital , to unpack IT services financing from the lender’s perspective. Reed shares how private credit firms evaluate MSPs, why len...

This episode features Carl Mazzanti , Founder & CEO of eMazzanti Technologies —a leader who believes that great MSPs are built on relationships first, technology second . For more than 25 years, Carl has invested deeply in clients, employees, MSP partners, vendors, and the local community , earning a reputation for trust, loyalty, and showing up when it matters most. That commitment was formal...

AI isn’t a future problem for MSPs — it’s today’s competitive divide. In this episode, I sit down with Ed Correia , CEO of Sagacent Technologies , a 26-year MSP based in Silicon Valley, to break down exactly how managed service providers can harness AI to create value, boost margins, and protect their clients. Ed shares how Sagacent is helping clients crawl–walk–run into AI safely — from writing g...

Episode 3 of our four-part tax series with Dave Wanis, Principal at Weaver, focused on how the One Big Beautiful Bill Act (OBBBA) reshapes tax planning for MSPs and IT service providers. If you’re an MSP owner preparing for growth, evaluating an exit, or just trying to lower your tax bill, this episode breaks down the most important OBBBA updates you need to know. Key Topics Covered: • QSBS (Quali...

Most MSP owners spend years building their business but only a few hours thinking about how to sell it. That’s a problem — because the structure of your sale, not just the price, determines how much of that check you actually keep. In my latest M&A Insights conversation with Dave Wanis, Tax Principal at Weaver , we unpacked how deal structure can quietly swing your after-tax outcome by seven f...

Most MSPs run their business from the bank account. And that’s exactly why they leave money on the table. In this episode of M&A Insights , Brandi Bonds — Managing Partner at Next Level Now — breaks down how to turn your financials into your competitive advantage. If you’re an MSP owner who’s great at operations but still flying blind on finance, this one’s for you. Here are some of her mic-dr...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here  (34) Madhur Duggar | LinkedIn     M&A Insights New Podcast Episode Drop! 💡 Founders: Choosing between a Sole Prop, S-Corp, or C-Corp can make or break your tax strategy. I sit down with Dave Wanis, Tax Principal at Weaver , for the first episode in a series we’re doing together on tax strategy for entrepreneurs . 💡 This episode i...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn I sit down with Dan Brumwell Partner in Weaver’s Transaction Advisory Group to discuss Financial Due Diligence, a key component of the due diligence process.  Below are the questions discussed, along with a high level summary of the answer. Enjoy!  1. Weaver Background 2. Quality of Earnings (QoE): The Basi...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn You’ve decided to sell your business and have finally selected an M&A advisor to help you through the process. Then comes the listing agreement —and suddenly things get murky. Why is it exclusive? Why the hefty fees? Why are you bound to it for a year—and what exactly is a tail period? If you’ve ever re...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode of M&A Insights , I sit down with Matt Koenig, VP of Channel at NodeWare, to tackle one of the biggest challenges MSP founders face: selling with confidence and clarity . Matt explains why sales success starts with your mindset — the “lion mentality.” The lion rules the jungle not becaus...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Cybersecurity is no longer a “nice-to-have” — it’s essential. But for many MSPs, selling it effectively (and confidently) is still a challenge. In this episode, I talk with Matthew Koenig , VP of Channel Sales at Nodeware, about how MSPs can position themselves as trusted business partners, not just tech ve...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Whether or not you provide cyber services to your client, you are still exposed to cyber liability.  I sit down with one of the most prominent lawyers in the country specializing in MSP legal practices, Thomas Fafinski. Thomas is joining to talk about a topic that is front and center in the MSP space today...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn What does a Best-in-Class MSP look like? To find out the answer to this question and many more, I have on my show today the man himself, Peter Kujawa, EVP and GM at Service Leadership and IT Nation . Founded in 2001 by Paul Dippell and acquired by ConnectWise in 2020, Service Leadership does some of the mos...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn 🎙 Podcast Title: "How MSPs Can Thrive in Healthcare — with Nelson Gomes" Guest: Nelson Gomes, Founder & CEO, The Portalia Group Host: Madhur Duggar, Chapman Associates Description: In this episode, Nelson Gomes shares a masterclass on what it takes to be a high-performing MSP in the healthcare...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode, host Madhur Duggar welcomes Dave from Courser to discuss the company’s M&A strategy, integration approach, and growth plans for 2025. Dave shares insights into Courser’s acquisition philosophy, emphasizing a strong focus on culture, leadership retention, and operational integration. M&a...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Welcome to the next episode of my podcast M&A Insights titled “ Cyber Insurance Uncovered: Learn How Doug Kreitzberg at SeedPod is Working With MSPs to Protect Small Businesses from Digital Threats” .  Small businesses are increasingly the target of cyber threats, yet most remain dangerously underinsure...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode of M&A Insights , I sit down with Arlin Sorensen at IT Nation ConnectWise to explore the evolution of IT Nation, discuss the biggest challenges facing MSPs today, and how Arlin thinks MSP owners should approach their inevitable transition be it through sale, transfer to a family member o...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Guest: Sean Maguire, Founder & President of Synivate Episode Summary: In this episode of M&A Insights , I sit down with Sean Maguire, president and founder of Synivate, to explore the journey of building and scaling a successful MSP. Sean shares his insights on standardizing service delivery, cybers...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode, we dive into the inspiring journey of Ethan Farlow, COO at Comtech Network Solutions. From his early days assembling computers and a stint as a professional bullfighter to leading operations at his family-run IT services firm, Ethan shares how he’s cracking the whip to drive operating profi...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn 🎙️ Podcast Alert: Why Now is the Perfect Time to Sell Your MSP! Are you an MSP owner in the $2M-$5M revenue range? Discover why 2025 might be your golden window to exit. In this episode, Madhur Duggar shares 4 key reasons to consider selling now: 1️⃣ Peak Market Conditions : Public and private market valuat...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode of M&A Insights , we dive deep into the transformative power of automation for Managed Service Providers (MSPs) with the team behind MSP Builder. Discover how their innovative solutions help MSPs save time, reduce costs, and streamline operations. From tackling alert fatigue to boosting...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn In this episode of M&A Insights , host Madhur Duggar engages with Kyle Eichenbaum, VP of Corporate Development at VC3, a North American MSP leader. Kyle provides an in-depth look at VC3’s strategic approach to mergers and acquisitions, with insights drawn from their 14 acquisitions across the U.S. and C...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Are IT Leaders Ready for 2025? The IT landscape is evolving faster than ever, and new challenges are reshaping the way we work and lead. From market volatility to AI's rapid advancements, staying ahead is no longer optional—it's critical. Here are 5 key risks every IT leader must navigate in 2025:...

Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn Folks, welcome to yet another episode of M&A Insights. I am your host Madhur Duggar, and I am so excited to introduce my guest Sydney Hockett VP of M&A at Evergreen. Evergreen has been engaging in one of the most active MSP global roll-up strategies having completed almost 90 MSP acquisitions over t...