Tag: Excendio Advisors

IT and Software M&A Market Update – November 2025

Written by Excendio Advisors on December 18, 2025. Posted in Industry News, Market Update / Newsletter.

While demand remains robust, AI will drive pricing down for MSPs over the next 18 months. Is this the right time to pivot or risk a shrinking investment?

OBBBA Explained

Written by Excendio Advisors on December 1, 2025. Posted in Legal, Tax & Regulatory Considerations, M&A Insights Podcast.

How is the One Big Beautiful Bill Act (OBBBA) reshaping tax planning for MSPs and IT service providers? The tax changes to care about.

Asset or Stock Sale?

Written by Excendio Advisors on November 14, 2025. Posted in Legal, Tax & Regulatory Considerations, M&A Insights Podcast.

How is the One Big Beautiful Bill Act (OBBBA) reshaping tax planning for MSPs and IT service providers? The tax changes to care about.

IT and Software M&A Market Update – October 2025

Written by Excendio Advisors on November 14, 2025. Posted in Industry News, Market Update / Newsletter.

How are SMBs thinking about the economy? What Does Small Business Behavior Mean for IT Service Providers? Explore the answers and more.

Why is Your Finance Function Worth Two Turns of EBITDA?

Written by Excendio Advisors on November 4, 2025. Posted in Business Valuation Insights, M&A Insights Podcast.

There are a number of ways to turn your financials into your competitive advantage. Listen to these 10 ways to grasp it.

CyberlinkASP acquired Cosentus Tech Services

Excendio Acquisition Announcement: MSP

Written by Excendio Advisors on September 15, 2025. Posted in Industry News, Market Update / Newsletter.

The transaction underscores the continued and robust momentum across the MSP landscape driven by the demand for scalable IT solutions and cybersecurity.

Dan O'Connor LinkedIn Post - Excendio Advisors

Excendio Advisors Welcomes Dan O’Connor as Senior Advisor

Written by Excendio Advisors on August 15, 2025. Posted in Industry News, Market Update / Newsletter.

Dan O'Connor has joined Excendio’s team as a Senior M&A Advisor with 25+ years as a deal maker in verticals like IT Services, MSP, SaaS, and AI.

What Every MSP Should Know About Financial Due Diligence

Written by Excendio Advisors on August 7, 2025. Posted in FAQs & Myth-Busting, M&A Insights Podcast.

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?”

Sixty-One Nuggets On How MSPs Should Build, Prepare and Exit

61 Nuggets on How MSPs Should Build, Prepare, Exit

Written by Excendio Advisors on August 4, 2025. Posted in M&A Strategy & Exit Planning, Preparing the Business for Sale, Thought Leadership.

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

Demystifying the Listing Agreement What You Should Know

Written by Excendio Advisors on August 3, 2025. Posted in Legal, Tax & Regulatory Considerations, M&A Insights Podcast, M&A Process & Timeline.

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.

Selling Like a Lion: A Guide for MSPs

Written by Excendio Advisors on July 30, 2025. Posted in Business Valuation Insights, M&A Insights Podcast.

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.

How to Build an Effective Referral Program

Written by Excendio Advisors on July 24, 2025. Posted in Industry & Market Trends, Thought Leadership.

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.

How to Sell Cyber and Have Fun Doing It

Written by Excendio Advisors on July 22, 2025. Posted in Business Valuation Insights, M&A Insights Podcast.

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

What Does a Best-In-Class MSP Look Like?

Insights on What a Best-in-Class MSP Looks Like

Written by Excendio Advisors on July 18, 2025. Posted in Industry & Market Trends, Thought Leadership.

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.

IT and Software M&A Market Update – June 2025

Written by Excendio Advisors on July 15, 2025. Posted in Industry News, Market Update / Newsletter.

Inflation and Compliance remain key concerns for SMBs. MSPs should be structuring their MSAs to ensure they protect themselves from cyber exposure.

Cyber Insurance Best Practices for MSPs

Written by Excendio Advisors on June 13, 2025. Posted in Business Valuation Insights, Legal, Tax & Regulatory Considerations, M&A Insights Podcast.

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.

IT and Software M&A Market Update – May 2025

Written by Excendio Advisors on June 11, 2025. Posted in Industry News, Market Update / Newsletter.

What does it take to be high performing in the healthcare vertical? How MSPs move beyond maintenance to become true transformation partners for their clients.

IT and Software M&A Market Update – April 2025

Written by Excendio Advisors on May 20, 2025. Posted in Industry News, Market Update / Newsletter.

Curious how you stack up against your peers? How are MSP Valuations holding up in the current environment? How optimistic are SMBs about the next twelve months?

What Does a Best-In-Class MSP Look Like?

Written by Excendio Advisors on April 21, 2025. Posted in Business Valuation Insights, M&A Insights Podcast, Preparing the Business for Sale.

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

Acquisition Announcement: IT Services – Security Solutions

Written by Excendio Advisors on April 9, 2025. Posted in Industry News, Market Update / Newsletter.

Excendio Advisors is very pleased to announce the upcoming one-year anniversary of the acquisition of OSI Technology by Eastern DataComm.

IT and Software M&A Market Update March 2025

Written by Excendio Advisors on April 8, 2025. Posted in Market Update / Newsletter.

We continue our discussion of the recent imposition of tariffs, how they are likely to impact MSPs, and what MSPs should be doing to maneuver the situation.

How MSPs Thrive in Healthcare

Written by Excendio Advisors on April 2, 2025. Posted in M&A Insights Podcast.

What does it take to be a high-performing MSP in the healthcare vertical? Learn how you can move beyond maintenance to become a true transformation partner.

MSP M&A Uncovered

Written by Excendio Advisors on March 17, 2025. Posted in Buyer Types & Buyer Behavior, M&A Insights Podcast.

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

IT and Software M&A Market Update February 2025

Written by Excendio Advisors on March 11, 2025. Posted in Industry News, Market Update / Newsletter.

How will the recent imposition of tariffs likely impact MSPs, and what should be done to maneuver the situation to their advantage.