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 Canada in the past three years. The discussion begins with VC3’s history, highlighting its focus on local governments and municipalities as a key vertical and how this strategy shapes its acqui...
Dec 23, 2024•38 min•Ep 23•Transcript available on Metacast 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: 1️⃣ Overvalued markets and economic volatility. 2️⃣ Getting cybersecurity regulations wrong. 3️⃣ Post-election stress and its impact on communication. 4️⃣ Accelerating AI advancements—it&apos...
Dec 22, 2024•13 min•Transcript available on Metacast 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 the past 7-8 years. What are they looking for in their acquisitions? what makes their acquisition strategy so unique? How can you as an MSP owner make yourself invaluable to your clients? To fi...
Dec 15, 2024•36 min•Transcript available on Metacast 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 your business valuation and structure your company for a successful exit. From IT Valuation’s 24-factor pricing model to legal setups like S-Corps versus C-Corps and emerging deal trends like rol...
Dec 01, 2024•22 min•Transcript available on Metacast 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: Focusing on the profitability of a Lead Generation strategy and not just its cost. Taking bigger steps: Putting in motion a lead generation process that will have a noticeable impact on leads...
Nov 25, 2024•20 min•Transcript available on Metacast 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-solicitation clauses, we provide a roadmap to secure, value-maximizing sales. Gain expert insights on balancing buyer protections with seller interests, structuring robust agreements, and naviga...
Nov 13, 2024•14 min•Transcript available on Metacast 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-HoldCo arrangements for financial transparency, and the powerful tax benefits of F-reorganizations. If you’re an MSP owner aiming to maximize your business’s appeal and value in the market, this...
Nov 13, 2024•16 min•Transcript available on Metacast 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 enhance profitability through key provisions such as assignment clauses, automatic price increases, termination fees, and more. Whether you’re preparing for an acquisition or refining your service ...
Nov 13, 2024•16 min•Ep 16•Transcript available on Metacast 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 scaling efficiently and delivering round-the-clock support. We dive deep into the critical role of automation, AI, and cybersecurity in shaping the future of the MSP space and discuss how Helpdes...
Oct 22, 2024•16 min•Transcript available on Metacast 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 honing in on the architecture, engineering, and construction (AEC) sector, where their unique approach to offering process-driven, all-inclusive IT solutions has resonated strongly with client...
Oct 14, 2024•17 min•Transcript available on Metacast 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 back. If you’re an MSP looking to grow, the target is clear—hit that sweet spot of 6% to 8% annual growth . But what does it take to get there? Madhur explores the nitty-gritty of overcoming t...
Oct 12, 2024•18 min•Transcript available on Metacast 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 efficiently through resource-sharing, lead generation, and smart hiring, all while emphasizing the importance of transitioning from a "king" mindset to a "wealth-building" mindse...
Oct 06, 2024•58 min•Transcript available on Metacast 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. Ben’s here to share valuable insights on how MSPs can navigate the challenges of bolt-ons and avoid common pitfalls. Whether you’re looking to grow through acquisition or just curious about th...
Sep 26, 2024•28 min•Ep 11•Transcript available on Metacast 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 Trinity Hunt Partners, and the rapid expansion that followed. We delve into the strategic advantages for medium-sized MSPs joining a larger platform, exploring how scale can unlock new opportunitie...
Sep 09, 2024•32 min•Transcript available on Metacast 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 business for a lucrative exit. Whether you're looking to scale or considering M&A opportunities, this is the conversation you don't want to miss! www.linkedin.com/in/madhur-duggar...
Sep 01, 2024•33 min•Ep 9•Transcript available on Metacast 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 revolutionizing ticketing automation for MSPs with cutting-edge AI technology and what is vision is for how AI’s role amongst MSPs is only going to grow. Folks you won't want to miss this, A...
Aug 04, 2024•16 min•Ep 8•Transcript available on Metacast 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 preparation for your sale will also make your business leaner, meaner and more profitable. Welcome to M&A Insights with Madhur Duggar. Today, we're talking about the steps you need t...
Jul 29, 2024•16 min•Ep 7•Transcript available on Metacast 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, with their most recent one being the acquisition of the Purple Guys. Key questions cover the following topics Cultural Fit and Values Questions to ask: What is the cultural fit between our orga...
Jul 22, 2024•49 min•Transcript available on Metacast 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 Nagesh and XLM are right in there with them. Nagesh has grown XLM from scratch to $4MN in revenue in 2024 and he is just getting started. Nagesh explains how he applies LAM technology to automate ...
May 22, 2024•51 min•Transcript available on Metacast 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 my other podcasts. 1. Understand Why You Are Selling – Get an assessment done beforehand. 2. Keep the Sale of Your Company to Yourself – Avoid business disruption. 3. Retain an Expert to Help...
Apr 10, 2024•12 min•Ep 4•Transcript available on Metacast www.linkedin.com/in/madhur-duggar
Mar 19, 2024•6 min•Ep 3•Transcript available on Metacast 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
Feb 15, 2024•9 min•Transcript available on Metacast This podcast gives 3 key reasons for why private firms should work with Boutique M&A advisors. It all comes down to experience. www.linkedin.com/in/madhur-duggar
Feb 10, 2024•7 min•Transcript available on Metacast 
