Excendio Advisors
M&A Playbook

The OBBBA introduces new rules that directly affect IT founders and owners. It represents both a compliance requirement and a major valuation opportunity.

Financial due diligence, a key component of the due diligence process. In short, it answers the question: “Is the business really worth it—and why?”

Over the years we have spoken with many industry participants for advice and suggestions for MSPs – buyers, sellers, vendors, industry visionaries, you name it.

You’ve decided to sell your business and have finally selected an M&A advisor to help. Then comes the listing agreement—and suddenly things get murky.

What are the step-by-step sales process MSPs can use to win better clients, earn fair pricing, and grow sustainably? Listen to learn more.

The best referral programs are not driven by discounts or gimmicks — they’re powered by trust, clarity, and consistency, and driven by the Centers of Influence.

Cybersecurity is no longer a “nice-to-have” — it’s essential. But for many MSPs, selling it effectively (and confidently) is still a challenge.

Insights are shared from Peter Kujawa at Service Leadership, a ConnectWise co., one of the most important players in the world of managed services benchmarking.

Whether or not you provide cyber services to clients, you are still exposed to cyber liability. The best MSPs aren’t just tech experts—they’re risk managers.

What does a Best-in-Class MSP look like? To find out the answer to this question and many more – tune in!

Excendio Advisor’s Senior Advisor, Madhur Duggar, reviews a number off ways how an M&A advisor can help grow your MSP business.

M&A plays a critical role in MSP exit strategies, along with a number of other key factors.

What does the acquisition playbook look like for a lower middle strategic MSP buyer backed by private equity?

How should MSP owners approach their inevitable transition be it through sale, transfer to a family member or to an ESOP?

Cristian Anastasiu, Managing Partner of Excendio Advisors, shares his professional insights in the interview “What MSPs Should Know About M&A”.

Whether you’re an MSP owner looking to improve operational efficiency or an investor exploring opportunities, this conversation offers valuable takeaways.

If you are looking to optimize business for growth and efficiency, learn how one MSP uses actionable insights and the future role of AI in MSPs.

Are you an MSP owner in the $2M-$5M revenue range? Discover why 2025 might be your golden window to exit. Four key reasons to consider selling now.

If you are an MSP owner in the $2M-$5M revenue range, 2025 is the golden year to exit.

As we kick-start 2025, the IT landscape is rapidly evolving, bringing a new wave of challenges and opportunities. Here are five critical risks that the IT community isn’t discussing enough.

In any M&A transaction sellers can ensure they are partnering with the right buyer by conducting thorough reverse due diligence,

What role should a customer’s input play in determining a company’s M&A strategy?

Working capital in mergers & acquisitions transactions can be a somewhat neglected and misunderstood topic.

Cristian Anastasiu, Managing Partner of Excendio Advisors discusses the “8 Ways an M&A Advisor Adds Value”.