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PODCAST

M&A Insights

My name is Madhur Duggar and I work in the M&A space for the Software and IT Service companies and this is my podcast series M&A Insights. If you are interested in having a conversation around the strategic direction of your firm, are looking to grow your book and want some marketing and business development help or are an investor looking to make an acquisition in this space, write to me at podcastwithmadhur@gmail.com or reach out to me on Linkedin at www.linkedin.com/in/madhur-duggar.

business management

All Episodes

16:15

Exit On Your Own Terms - Succession Planning with...

M&A Insights ·

2026/04/20

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 about exiting when a buyer shows up? How does your exit vision impact the type of buyer y...

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33:10

Financing the MSP Roll-Up: What Lenders Actually Look...

M&A Insights ·

2026/03/02

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 lenders are increasingly attracted to the IT services sector, and what separates a financeable busines...

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31:36

Built in Crisis: How Carl Mazzanti, Founder of...

M&A Insights ·

2026/02/08

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 formally recognized in 2025, when Carl received the Corporate Citizenship Award from the Hudson County Cham...

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23:36

Inside an AI-Enabled MSP – What’s Working What’s Next...

M&A Insights ·

2026/01/09

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 governance policies and securing Shadow AI, to deploying tools like Copilot and ChatGPT for real pro...

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14:27

OBBBA Explained: The Tax Changes Every MSP Should...

M&A Insights ·

2025/12/01

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 (Qualified Small Business Stock) Changes – Learn how the new 3-, 4-, and 5-year holding periods, the ...

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16:18

Asset or Stock Sale? The Tax Decision That Defines...

M&A Insights ·

2025/11/12

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 figures. Asset Sales: Painful for Sellers, Profitable for BuyersFrom a seller’s perspective, asset ...

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28:27

Why is Your Finance Function Worth Two Turns of...

M&A Insights ·

2025/11/02

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-drop moments 👇 The sale of your business comes down to whether you make money. It may be about

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14:41

Sole Prop, S-Corp, or C-Corp? Demystifying Early Tax...

M&A Insights ·

2025/10/13

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 is titled: “Sole Prop, S-Corp, or C-Corp? Demystifying Early Tax Strategy for Founders” 🎙️ Dave put it best: “The most tax-efficient thing you can do is talk to an advisor early and often...

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50:36

What Every MSP Should Know About Financial Due...

M&A Insights ·

2025/08/04

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 Basics Q: What is a QoE and why is it important? Q: What are core components of a QoE? Q: How is revenue broken down (monthly vs. annual)? Q: What if data isn’t easily available? Q: C...

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16:29

Demystifying the Listing Agreement: What Every Seller...

M&A Insights ·

2025/08/03

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 reviewed a listing agreement, you’ve likely asked these questions. Here’s a simple, jargon-free breakdown of what you’re signing and why it’s structured that way. 1. Exclusivity: Why It Matter...

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28:37

Selling Like a Lion: A Guide for MSPs to Master the...

M&A Insights ·

2025/07/29

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 because it’s the biggest or smartest, but because it knows what it wants and goes after it with focus and determination. MSP founders, too, need to shed fear and take control of the sales conversat...

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24:53

How to Sell Cyber and Have Fun Doing It with Matt...

M&A Insights ·

2025/07/20

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 vendors, and make the cyber sales process both effective and enjoyable. We cover: 🔹 Why the $109B SMB cyber market is the opportunity of the decade 🔹 How to run business-driven Dis...

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24:32

Cyber Insurance Best Practices for MSPs: 5 Things You...

M&A Insights ·

2025/06/11

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 – Cybersecurity and what are some of the best practices MSPs should be following when protecting themselves against cyber liability. As an MSP, your clients expect you to "handle...

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32:34

What Does a Best-In-Class MSP Look Like? Listen to...

M&A Insights ·

2025/04/17

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, VP and GM at Service Leadership. Founded in 2001 by Paul Dippell and acquired by ConnectWise in 2021, Service Leadership does some of the most comprehensive benchmarking work in the IT services space including around MSPs. If you like data based decisioning around MSPs, this is your stop. Listen in! Here are some of the key t...

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30:41

How MSPs Can Thrive in Healthcare — with Nelson...

M&A Insights ·

2025/03/31

🎙 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 vertical. From EMR optimization and patient engagement to AI adoption and M&A strategy, Nelson breaks down how MSPs can move beyond maintenance to become true transformation partners for

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15:53

MSP M&A Uncovered: Inside Courser’s Acquisition...

M&A Insights ·

2025/03/15

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 Activity and Strategy Courser, a PE-backed platform, has completed 16 acquisitions in the past two and a half years, including nine in 2024. The company aims to maintain or exceed tha...

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26:49

Cyber Insurance Uncovered: Learn How Doug Kreitzberg...

M&A Insights ·

2025/03/09

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 underinsured. Only 10% have cyber insurance, and even fewer have the right coverage to survive a serious attack. So, how can Managed Service Providers (MSPs) step in to help? To answer that questio...

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39:49

IT Nation Unplugged: Arlin Sorensen on Navigating...

M&A Insights ·

2025/02/27

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 or to an ESOP. Arlin shares invaluable insights from his decades of leadership experience, making this a must-listen for MSP owners, IT leaders, and anyone thinking about the future of their ...

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23:35

Achieving Operational Maturity as an MSP – A...

M&A Insights ·

2025/02/17

Host: Madhur Duggar, M&A Insights 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, cybersecurity best practices, and the role of M&A in strategic growth. Whether you're an MSP owner looking to improve operational efficiency or an invest...

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30:46

From Bullfighter to COO: Listen to How Ethan Farlow...

M&A Insights ·

2025/01/21

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 profitability. Learn how ComTech leverages data, automation, and client-centric strategies to streamline operations, negotiate with vendors, and scale sustainably. Packed with actionable insight...

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45 results

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