Jan 15, 2026 | Market Update / Newsletter
by Madhur Duggar, Excendio Advisors Excendio Advisors’ IT Newsletter for December is now live. Here are highlights of what we’re seeing across the MSP and IT services market. Partnered Exits: Partnered exits are in. We are working with several MSPs interested in...
Jan 12, 2026 | M&A Insights Podcast with Madhur
What’s Working What’s Next with Ed Correia CEO of Sagacent Technologies 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...
Dec 22, 2025 | Industry & Market Trends, Thought Leadership
by Madhur Duggar, Excendio Advisors Executive Summary (For Busy Owners) The MSP industry is not heading into a downturn — but the easy years are behind us. Growth is normalizing, buyers are more selective, and capital is no longer abundant or forgiving. AI, tax...
Dec 18, 2025 | Market Update / Newsletter
by Madhur Duggar, Excendio Advisors Excendio Advisors’ IT Newsletter for November is now live. Here are highlights of what we’re seeing across the MSP and IT services market. Active Searches: We have new buy-side and sell-side mandates across MSP, cybersecurity, and...
Dec 3, 2025 | Business Valuation Insights, Buyer Types & Buyer Behavior, Deal Structures & Terms, FAQs & Myth-Busting, M&A Process & Timeline, M&A Strategy & Exit Planning, Thought Leadership
by Dan O’Connor, Excendio Advisors An M&A playbook is one of the most valuable tools a seller can have when preparing for—or actively going through—a transaction. We have compiled “The Seller Readiness Playbook for IT Founders”, a nine part white paper...
Dec 1, 2025 | Legal, Tax & Regulatory Considerations, M&A Insights Podcast with Madhur
The Tax Changes Every MSP Should Care About with Dave Wanis, Principal at Weaver 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....
Nov 14, 2025 | Legal, Tax & Regulatory Considerations, M&A Insights Podcast with Madhur
The Tax Decision That Defines Your Exit with Dave Wanis, Principal at Weaver 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...
Nov 14, 2025 | Market Update / Newsletter
Finance That Adds 2x EBITDA + MSP Trends by Madhur Duggar, Excendio Advisors Excendio Advisors’ IT Newsletter for October is now live. Here’s what we’re seeing across the MSP and IT services market: Active Searches: We have new buy-side and sell-side mandates across...
Nov 4, 2025 | Business Valuation Insights, M&A Insights Podcast with Madhur
With Brandi Bonds Managing Partner at Next Level Now 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...
Oct 23, 2025 | Legal, Tax & Regulatory Considerations, Thought Leadership
The Step-Up Trade-Off in M&A: Buyers’ Basis vs. Sellers’ Exclusion by Dan O’Connor, Excendio Advisors Introduction In M&A tax structuring, one of the sharpest valuation flashpoints arises from how tax benefits are allocated between buyer and seller. On one...
Oct 20, 2025 | Legal, Tax & Regulatory Considerations, M&A Insights Podcast with Madhur
Demystifying Early Tax Strategy for Founders 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...
Oct 17, 2025 | Market Update / Newsletter
Post-COVID job growth is slowing down across the country. How is your local MSP doing? by Madhur Duggar, Excendio Advisors The post-Covid slowdown in job creation is creating winners and losers. Organic growth will get harder going forward. We recommend MSPs explore...
Oct 15, 2025 | Legal, Tax & Regulatory Considerations, Thought Leadership
Beyond Valuation: How Deal Structure Shapes Shareholder Value by Dan O’Connor, Excendio Advisors Introduction When a private company is sold, most attention goes to the headline valuation — but savvy boards and founders know that valuation is only part of the story....
Oct 8, 2025 | Legal, Tax & Regulatory Considerations, Thought Leadership
by Dan O’Connor, Excendio Advisors Introduction Capital expenditures (capex) — from IT hardware and data centers to software platforms and equipment — are more than operational necessities. For founders and owners preparing for exit, the way capex is structured under...
Oct 1, 2025 | Legal, Tax & Regulatory Considerations, Thought Leadership
by Dan O’Connor, Excendio Advisors Introduction For IT founders and owners, R&D isn’t just an expense line — it’s the engine that fuels product differentiation, customer stickiness, and long-term market relevance. The way R&D is treated on the balance sheet...
Sep 24, 2025 | Legal, Tax & Regulatory Considerations, Thought Leadership
Unlocking Value with the Qualified Small Business Stock Exemption by Dan O’Connor, Excendio Advisors Introduction Qualified Small Business Stock (QSBS) under Internal Revenue Code §1202 is one of the most powerful tax incentives available to founders, early employees,...
Sep 16, 2025 | Legal, Tax & Regulatory Considerations, Thought Leadership
by Dan O’Connor, Excendio Advisors Introduction The One Big Beautiful Bill Act (OBBBA) introduces new rules that directly affect ownership structures, equity allocations, and long-term exit planning. For IT founders and owners, it represents both a compliance...
Sep 15, 2025 | Industry News, Market Update / Newsletter
CyberlinkASP Expands Managed IT Services with Acquisition of CHL’s MSP Division New York, NY Excendio Advisors has announced the acquisition of CTS, a provider of IT solutions and managed services (MSP) by CyberlinkASP, a trusted provider of advanced cloud and managed...
Sep 11, 2025 | Market Update / Newsletter
MSP Survey on Their AI Efforts, Valuation Multiples and Much More by Madhur Duggar, Excendio Advisors We unlock a typical MSPs valuation into its key drivers – Reach out to us for your free preliminary valuation. We surveyed MSPs throughout the country on their AI...
Aug 20, 2025 | Industry News, Market Update / Newsletter
Excendio Advisors announces the acquisition of Converged Technology Group by Focus Technology New York, NY – August 20, 2025 – Excendio Advisors is very pleased to announce that Converged Technology Group of New York, NY, an established IT Services provider, has been...
Aug 15, 2025 | Industry News, Market Update / Newsletter
Excendio Advisors is excited to announce that Dan O’Connor has joined our team as a Senior M&A Advisor. Dan brings a wealth of experience to his Mergers & Acquisitions clients with 25+ years as a deal maker and in finance and strategy roles at privately...
Aug 12, 2025 | Market Update / Newsletter
AI-focused MSP acquisitions are here by Madhur Duggar, Excendio Adviso AI-agents were the most talked about topic at IT By Design’s annual conference in NJ. MSPs were keen to discuss their AI capabilities and major buyers mentioned placing greater emphasis on buying...
Aug 7, 2025 | FAQs & Myth-Busting, M&A Insights Podcast with Madhur
What Every MSP Should Know About Financial Due Diligence Before Going to Market 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...
Aug 4, 2025 | M&A Strategy & Exit Planning, Preparing the Business for Sale, Thought Leadership
by Madhur Duggar, Excendio Advisors Download the White Paper here. Over the years we have spoken with many industry participants for advice and suggestions for MSPs – buyers, sellers, vendors, industry visionaries, you name it. The support we have received through...
