M&A Advisors for Small Technology Consulting Firms: How to Choose One in 2026

Picking the right m&a advisors for small technology consulting matters more than the firm you eventually sell to, because the advisor controls who gets called, who shows up to bid, and how aggressively price gets pushed once the LOI lands. According to the Capstone Partners 2026 Q1 Lower Middle Market Survey, sellers who run a competitive process with a sector-specialist advisor close at a median 22 percent higher enterprise value than those who accept the first inbound buyer offer, and the gap widens to 35 percent for IT services and MSP transactions where buyer networks are tightly relationship-driven.

What This Actually Means

A tech consulting firm with $1M to $15M of EBITDA sits in an awkward zone for the M&A market. It is too small for the bulge-bracket banks (Goldman, Morgan Stanley, JPMorgan) and most of the named tier-one boutiques (Houlihan Lokey, William Blair, Lincoln International, Raymond James) that staff against deals starting at roughly $30M to $50M of EBITDA. It is too large and too sophisticated to be sold by a Main Street business broker who lists on BizBuySell and waits for inbound calls. The buyers want a structured process, real financial diligence, and a banker who can argue valuation against a PitchBook comparable set. The seller wants the same things, plus an advisor who knows the difference between a $5M project-based IT staff aug shop and a $5M recurring-revenue managed services provider.

The advisors who actually serve this market sit in four buckets: boutique tech-focused investment banks, MSP-specific advisors who live inside the channel, larger middle-market IBs running a “lower middle market” practice as a side desk, and private equity platforms buying directly without a banker on either side. Each comes with different fee math, different buyer reach, and different conflicts. The decision is not which firm is “best” in the abstract, but which firm best fits your sub-niche (IT services vs. MSP vs. MSSP vs. cloud consulting vs. software dev vs. data analytics vs. cybersecurity), your size, and your appetite for process intensity.

Refinitiv’s 2025 mid-market league tables show that under-$50M enterprise value tech transactions are advised by roughly 180 different firms in the United States, with the top 10 advisors capturing only 31 percent of deal count. The long tail is real. Picking the wrong firm in the long tail is the single most expensive mistake a tech consulting owner makes before they ever meet a buyer.

The 6 Things You Need to Understand Before Hiring an Advisor

1. Buyer Network in Your Exact Sub-Niche

The market for a $4M EBITDA MSP is not the market for a $4M EBITDA software development consultancy, even though both are “tech services” on the surface. MSP buyers come from a known universe of about 60 to 80 active acquirers in 2026: Evergreen Services Group (Alpine Investors), Pax8 ecosystem partners, New Charter Technologies, Magna5, Cyderes, Integris, ProArch, Logically, and a long list of regional roll-ups backed by Audax, Berkshire Partners, Court Square, and Pamlico. ChannelE2E’s 2026 MSP M&A tracker counted 312 closed MSP transactions in 2025, and the top 25 platform acquirers represented 71 percent of deal flow. A banker who has never actually closed an MSP deal does not know which of those 25 platforms is currently writing checks vs. paused for integration, which is changing constantly.

For a software development firm, the buyer set looks different: strategic acquirers like Endava, Globant, Thoughtworks, EPAM, Capgemini, Accenture, and Cognizant; PE platforms like Bounteous (backed by New Mountain Capital), Apply Digital, and Centric Consulting; and growth-equity buyers from Insight Partners, Vista Equity, and Thoma Bravo for firms with recurring software-adjacent revenue. For a cybersecurity services firm, the active set narrows further to Optiv, Trustwave, GuidePoint Security, Trace3, AHEAD, and PE platforms from KKR, Apax, and Marlin Equity. Ask any advisor for a list of the last five closed deals they ran in your exact sub-niche. If they cannot produce five, they do not have a buyer network in your space.

2. Multi-Bidder Process Capability

The economic value of a real sell-side advisor is not their writing skill on the confidential information memorandum. It is the ability to put four to eight credible buyers in a room at the same time, each believing the other seven are bidding hard. Service Leadership Inc. data from 2025 reported that MSPs sold through a competitive process closed at an average 7.8x trailing EBITDA, while MSPs sold to the first unsolicited buyer closed at an average 5.4x. That 2.4x spread on a $3M EBITDA firm is $7.2M of equity value. The advisor’s fee, even at 6 percent, is $432K. The math is not subtle.

A real multi-bidder process requires the advisor to have current relationships with 30 to 60 prequalified buyers in your sub-niche, the systems to manage parallel LOI negotiations without leaking information, and the credibility to enforce process discipline (no off-process side conversations, no “best and final” without a real signal that the round is final). Small or generalist advisors will pitch a process and then quietly default to a “targeted outreach to 5 to 8 strategic buyers” approach that is functionally a negotiated sale at single-bidder pricing. Ask for a typical buyer-list count and a typical IOI-to-LOI conversion rate.

3. Fee Structure and Alignment

The standard sell-side fee structure for sub-$50M EBITDA tech transactions is a small monthly retainer ($10K to $25K) credited against success, plus a success fee of 3 to 7 percent of enterprise value structured on a Lehman formula, a modified Lehman, or a flat percentage with a minimum fee floor. The original Lehman formula is 5 percent on the first $1M, 4 percent on the second, 3 percent on the third, 2 percent on the fourth, and 1 percent on everything above $4M. That formula was designed in the 1970s and produces low effective rates on larger deals. The modified Lehman (often called “double Lehman” or “5-5-4-4-3-3-2-2-1-1”) roughly doubles each tier and is more common in 2026 for sub-$25M deals.

Red flags on fee structure: a retainer above $35K per month with no success-fee discount (the advisor is collecting cash flow whether or not they sell your firm); a flat hourly model (almost no real M&A advisor charges hourly); a success fee under 2 percent on a $5M EBITDA deal (the advisor either has another revenue stream you do not see, or they are not actually motivated to push price). The right fee structure aligns advisor and seller around closing the highest-value deal, not just any deal.

4. Track Record at Your Deal Size

Most boutique IBs publish closed-deal tombstones on their website. The honest ones list deal size or at least size range. The less honest ones list logos without sizes, which can hide the fact that the firm’s median deal is 5x larger than yours and your engagement will be handled by a second-year associate. Ask three questions: how many deals has the firm closed in the last 24 months in your size band ($1M to $15M EBITDA), who specifically will be the named senior banker on your deal (and how many other deals are they running simultaneously), and what was the median time from engagement to close. A firm with three named bankers and 40 active mandates is too thin to staff your deal properly.

PitchBook’s M&A advisor data for 2025 showed that the median time from sell-side engagement to close in the lower middle market tech sector was 7.2 months. Firms running over 10 simultaneous mandates per senior banker had median timelines of 9.8 months. Slower deal cycles increase the risk of a key customer leaving, a budget cycle missing, or a macro shock killing your deal mid-flight.

5. Reputation With Buyers (Not Just With Sellers)

The dirty secret of the sell-side M&A market is that buyers know which advisors are credible and which are not, and they price accordingly. A buyer who receives a teaser from a known sector-specialist banker assumes the process is competitive and prices defensively. A buyer who receives a teaser from a generalist or first-time advisor assumes there is no real competition and lowballs the IOI. Ask your candidate advisors which buyers they have done repeat business with over the last three years. Credible advisors will name specific platforms (Evergreen, New Charter, Centric, Bounteous, Optiv, GuidePoint) and the partners or corp dev leads at each. The names will check out when you ask the buyers directly.

6. Cultural and Reporting Fit

You will spend 6 to 9 months in weekly or bi-weekly calls with this team. The senior banker should be someone you trust to negotiate with hostile buyers at midnight on the night before LOI signing. The associates and analysts should be responsive, accurate, and able to handle the document load without errors. Ask for two reference calls with former clients who sold in the last 12 months. Ask specifically about communication during the worst week of the process. Every deal has a worst week. How the advisor behaves during it determines whether you keep all of your equity rollover, lose part of your earnout, or hit the working capital target cleanly.

The Four Categories of Advisors That Serve This Market

Boutique Tech-Focused Investment Banks

This is the bucket most $1M to $15M EBITDA tech consulting owners should evaluate first. These firms specialize in technology and tech-enabled services, have dedicated sub-practice teams, and routinely staff partners against sub-$25M EBITDA deals. The most active in 2025-2026 by deal count in the IT services and tech consulting space, per Refinitiv mid-market data and AM&AA directory cross-references:

• Corum Group. The most prolific advisor in sub-$50M EBITDA software and tech services M&A, with over 250 closed transactions since 2010. Heavy focus on cross-border buyers (European and Asian strategics buying US tech). Strong fit for software dev firms, SaaS-adjacent consultancies, and product-led tech services. Fee structure is success-fee weighted with modest monthly retainer.
• Martinwolf M&A Global. Tech and tech-enabled services boutique with deep roots in IT services and channel partners. Active across IT services, distribution, cloud, and security. Known for relationship-driven processes with named principal involvement on every deal.
• Cascadia Capital. Seattle-based middle-market IB with a focused technology services practice. Comfortable in the $5M to $25M EBITDA range. Strong on data, analytics, and cloud consulting firms. Cascadia’s 2025 tech services league position was top-15 by mid-market deal count, per Refinitiv.
• Capstone Partners. Lower middle market generalist with a strong IT services and MSP-adjacent practice. Capstone publishes quarterly LMM survey data and is one of the more transparent advisors on fee benchmarks. Comfortable down to $1M EBITDA on the right fit.
• Tequity. Smaller boutique focused tightly on software, SaaS, and tech-enabled services in the $5M to $50M EV range. Known for high principal involvement and a senior banker on every call.
• GP Bullhound. Cross-border TMT specialist with offices in London, San Francisco, and New York. Better fit for firms above $5M EBITDA with European buyer interest or SaaS-adjacent revenue. Tracks well-known TMT comparables and publishes the annual GP Bullhound Software Index.
• Houlihan Capital. Chicago-based middle market firm, not the same as Houlihan Lokey. Active in tech services and software M&A in the sub-$50M EV range.
• BMI Mergers & Acquisitions. Pennsylvania-based lower middle market specialist with active IT services and cybersecurity practice. Comfortable below $10M EV.
• Allegiance Capital. Texas-based middle-market firm with mixed industry coverage. Tech services is one of several practice areas, not the sole focus.

MSP-Specific and Channel-Focused Advisors

If you operate a managed services provider, an MSSP, or a managed IT firm with high recurring revenue, the channel-specialist advisor pool is often a better first-call than a generalist boutique IB. These advisors live inside the MSP community, attend ChannelCon and IT Nation, and know the platform acquirers by first name. Service Leadership Inc. (now part of ConnectWise) is the canonical research source for MSP financial benchmarks and publishes the IT Service Provider M&A Report quarterly. The advisor pool that uses Service Leadership data and works MSP transactions specifically includes Cogent Growth Partners, Evergreen Services Group’s corporate development team (when buying directly), and a handful of regional brokers who specialize in the channel. For MSPs in the $1M to $5M EBITDA band, ChannelE2E maintains a public advisor directory.

Larger Investment Banks Running a Lower Middle Market Practice

Houlihan Lokey TMT, William Blair Technology, Lincoln International TMT, Raymond James Technology, and Mesirow Financial all run dedicated technology practices that occasionally take sub-$15M EBITDA mandates, usually as a favor to an existing client, a board referral, or because the firm fits a thesis the banker is incubating. For most $1M to $15M EBITDA tech consulting owners, these firms are over-staffed and over-priced. The exception: if your firm has a credible path to $25M+ EBITDA in 18 to 36 months and you want a banker who will follow you up-market, a tier-one boutique with a Lower Middle Market practice can be a strategic fit. Expect retainers of $25K to $50K per month and success fees in the 2.5 to 4.5 percent range, with minimum fee floors of $750K to $1.5M.

Private Equity Platforms Buying Directly

The fourth bucket is not an advisor at all. It is the option to sell directly to a PE platform without engaging a sell-side banker. New Mountain Capital, KKR, Vista Equity, Marlin Equity, Thoma Bravo, Insight Partners, Audax, Berkshire Partners, Court Square, Pamlico, Alpine Investors, and Trinity Hunt all maintain corporate development teams that proactively call founders. The pitch is appealing: no banker fee (save 5 to 7 percent of deal value), faster process, less disruption. The math rarely works for the seller. PitchBook’s 2025 unbanked sell-side transaction data showed that proprietary deals (no sell-side banker) closed at a median 6.1x trailing EBITDA, while comparably sized banked deals closed at 8.4x. The 2.3x multiple difference dwarfs any saved banker fee. Direct-to-PE makes sense in narrow circumstances: when the platform offers something irreplaceable (a customer relationship, a tech stack, an executive role), when the seller is willing to accept a meaningful price discount in exchange for speed, or when the seller has run a prior process and already knows the bid landscape.

Worked Example: A $4M EBITDA MSP Choosing an Advisor

Consider a fictional but realistic case: Northstar Managed IT, a $14M revenue MSP in Minneapolis with $4.0M of trailing EBITDA, 78 percent recurring revenue, 280 SMB clients, and 42 employees. The owner is 58, wants to exit fully within 12 months, and has received three unsolicited inbound offers in the last six months ranging from $20M to $28M (5.0x to 7.0x EBITDA). A proper process at current market multiples should price the firm at 7.5x to 9.0x EBITDA, or $30M to $36M, based on Service Leadership 2025 MSP transaction benchmarks for firms in this size band with this recurring revenue mix.

The math says the tier-one boutique nets the most money but takes the longest and ties up the owner the most. The tech-focused boutique is the second-best net result and runs faster. The MSP specialist is close behind on net and is the fastest of the banked options. The unsolicited offer and the direct-to-PE both leave $5M to $7M on the table relative to a run process. For Northstar’s owner, the right choice depends on tolerance for process intensity and time-to-close, not just headline price.

Deal Economics: What Multiples Actually Look Like in 2026

Multiple ranges vary widely by sub-niche, revenue mix, growth rate, and customer concentration. The data below blends Service Leadership 2026 Q1 MSP benchmarks, 451 Research tech services M&A reports, Capstone Partners 2026 LMM Survey, and Refinitiv mid-market league tables. Treat ranges as directional, not precise.

Note that the EBITDA multiple is what gets quoted in headlines, but the revenue multiple is what gets used as a cross-check by sophisticated buyers. For a $10M revenue MSP with $2M EBITDA, an 8.0x EBITDA multiple equals $16M of enterprise value and a 1.6x revenue multiple. If the buyer’s diligence finds that EBITDA is actually $1.6M (after add-back challenges), the same 8.0x produces $12.8M, but the revenue multiple drops to 1.28x. Sophisticated buyers will retrade against whichever framework hurts the seller more. A good advisor manages both numbers from day one.

Common Mistakes Owners Make Hiring an Advisor

Hiring the Advisor Their CPA Recommends

Local CPAs are excellent at tax structuring, working capital analysis, and quality of earnings prep. They are usually not well-networked into the buyer universe for your specific tech sub-niche. The advisor your CPA recommends is often a generalist regional broker who closes a few deals a year across all industries. That is the wrong profile for a $4M EBITDA MSSP that should be priced against a national platform thesis. Use your CPA for tax planning, hire your advisor based on sub-niche track record.

Hiring a Generalist Advisor Who Pitches Tech Expertise

The phrase “we do tech too” should be a red flag, not a credential. Every generalist M&A boutique will claim tech experience, because tech is the largest M&A sector by deal count. Ask for the specific closed deals, the specific buyers, and the specific revenue mix of the firms they sold. If the closed deals are heavy on dental practices, HVAC companies, and convenience stores with one or two “tech services” assignments that closed below market multiples, the advisor is a generalist with a tech logo, not a tech specialist.

Accepting a Retainer-Heavy, Low-Success-Fee Structure

An advisor offering a $40K-per-month retainer with a 1.5 percent success fee is misaligned with you. They make money whether the deal closes or not, and they have no incentive to push past the first acceptable LOI. The correct alignment is small retainer (or zero), 100 percent credited against success, with a real success fee (4 to 7 percent for sub-$15M EBITDA deals) that pays the advisor meaningfully more when they push price.

Engaging a Buy-Side Advisor to Run Your Sell-Side

Some boutique firms run both buy-side and sell-side mandates. That is not by itself disqualifying, but make sure the firm has a Chinese wall and does not have an active buy-side mandate from a likely acquirer of your firm. If they do, the conflict is structural and the advisor cannot push your price hard against a client they want to keep happy. Ask directly: “Do you have any active buy-side mandates from firms that would be likely acquirers of my business?” If the answer is yes, walk.

Confusing Independent Sponsors With Advisors

Independent sponsors are individuals or small teams who source deals, sign LOIs, and then raise the equity to close from limited partners or family offices. Some independent sponsors disguise their pitch as M&A advisory in order to get a look at your financials. They are not your advisor. They are a potential buyer with no committed capital. If a “tech-focused M&A advisor” you have never heard of asks for exclusive access to your data room without a signed engagement letter, check whether they are a registered broker-dealer (FINRA BrokerCheck) and whether they have any closed transactions in their public record. If they are an independent sponsor, treat them as a buyer and route the conversation through your real advisor.

Picking the Largest Brand Name Without Asking About Staffing

Houlihan Lokey will absolutely take your $4M EBITDA MSP if a partner has bandwidth and you are a strategic client. But the team that runs the process may be a third-year VP and a second-year associate, with the partner showing up for the kickoff call and the closing dinner. That is not necessarily bad, but if you expected to work with the named partner you saw in the pitch, you will be disappointed. Ask before signing: who is the day-to-day senior banker on this deal, and how many other deals are they running?

The Brokerage Alternative: When to Skip the IB Process

For the smallest tech consulting deals (under $1M to $3M EBITDA), the math on hiring a boutique IB sometimes does not work. A $1M EBITDA firm priced at 4.0x is a $4M deal. A 6 percent success fee is $240K, plus a $50K retainer, plus legal fees of $80K to $150K. The total transaction cost can hit 10 to 12 percent of enterprise value, which is meaningful on a deal that small. The alternative is a business brokerage with tech expertise (Sunbelt Network, Murphy Business, Transworld Business Advisors, Synergy Business Brokers, or a regional tech-focused brokerage) that charges a flat commission of 8 to 12 percent and runs a faster, less structured process.

The trade-off: brokers will list your firm on BizBuySell, BusinessesForSale, and proprietary databases, generate inbound buyer interest, and negotiate the transaction. They generally will not run a managed auction, will not produce a CIM at the quality level of an IB, and will not have the deep buyer relationships needed to attract platform PE acquirers. The result is usually a faster close at a lower multiple. For owners who prioritize speed and certainty over price maximization (typical for owners selling for health reasons, partnership disputes, or other forced-timing exits), the broker path can be the right fit. For owners with the time and energy to run a proper process, the IB path almost always produces a higher net to seller after fees.

Process Timeline: What to Expect From Engagement to Close

1. Weeks 1-2: Engagement and Onboarding. Sign engagement letter, kick off advisor team, begin financial data gathering. The advisor will request 3 to 5 years of financials, customer-level revenue detail, employee census, contracts, and pipeline.
2. Weeks 3-6: Quality of Earnings and Working Capital Analysis. The advisor (or a separate QoE provider) will produce a buyer-ready EBITDA bridge with normalizations, add-backs, and working capital peg analysis. Expect to defend every add-back.
3. Weeks 5-8: CIM and Marketing Materials. The confidential information memorandum, teaser, and management presentation deck are drafted. Sellers should review every page personally. CIM accuracy issues found at LOI stage destroy deals.
4. Weeks 8-10: Buyer List and Outreach. The advisor finalizes a buyer list (30 to 80 names), sends teasers under NDA, and tracks responses. Typical conversion: 30 to 50 percent of NDAs returned, 40 to 60 percent of NDA recipients ask for the CIM.
5. Weeks 10-16: IOI Round. Buyers submit indications of interest (non-binding price and structure indications). The advisor selects 4 to 8 buyers to advance to management presentations and site visits.
6. Weeks 16-20: Management Presentations. Selected buyers meet management, ask deep questions, tour facilities. The advisor manages logistics and information flow.
7. Weeks 20-22: LOI Round. Buyers submit binding LOIs. The advisor negotiates the top 2 to 3 LOIs in parallel to extract best terms. One buyer is selected for exclusivity.
8. Weeks 22-32: Due Diligence and Definitive Agreement. Selected buyer runs financial, legal, tax, IT, customer, and HR diligence. Definitive purchase agreement is drafted and negotiated. Working capital target, escrow, R&W insurance, and reps and warranties are finalized.
9. Weeks 32-36: Sign and Close. Definitive agreement is signed, regulatory approvals (if any) clear, financing closes, and the deal funds. Median timeline per PitchBook 2025 LMM tech data: 28 to 32 weeks from engagement.

Frequently Asked Questions

What is the minimum deal size a real M&A boutique will take for a tech consulting firm?

Most tech-focused boutiques (Corum, Cascadia, Capstone, Martinwolf, Tequity) will engage on tech consulting firms with at least $1M of trailing EBITDA, though their preferred size is $3M to $20M. Below $1M EBITDA, you are likely looking at a brokerage path or a direct-to-PE conversation. The fee math stops working for both sides below roughly $750K EBITDA unless the firm has unusual strategic value (proprietary IP, exclusive customer relationships, a key government certification).

How much does a tech M&A advisor cost on a $5M EBITDA deal?

Expect a $10K to $25K monthly retainer credited against success, plus a success fee of 4 to 6 percent of enterprise value. On a $5M EBITDA firm selling at 7.0x ($35M EV), that translates to roughly $1.4M to $2.1M in total advisor fees. Some boutiques use a modified Lehman structure that effectively reaches 5.5 to 6.5 percent on the first $10M of EV and steps down on the increments above. Always ask for the full fee schedule in writing including any minimum fee floor and any tail period.

Should I hire an MSP-specific advisor or a generalist tech boutique?

For an MSP with $1M to $5M EBITDA where the buyer universe is the well-defined set of platform acquirers (Evergreen, New Charter, Magna5, Integris, and the regional roll-ups), an MSP-specific channel advisor is often the strongest fit because they know which platforms are actively buying right now. For an MSP with $5M+ EBITDA where the buyer pool includes generalist PE platforms and strategic acquirers outside the channel, a tech-focused boutique IB with MSP experience often produces a more competitive process. For MSSPs and managed security firms above $3M EBITDA, the cybersecurity-focused boutiques (GP Bullhound, Cascadia security practice) usually beat both options.

Can I run a process without an advisor and save the fee?

You can, and the data says you should not unless your deal is very small or very strategic. PitchBook 2025 unbanked transaction data shows median multiples 2.0 to 2.4x lower for unbanked LMM tech deals vs. comparably sized banked deals. On a $5M EBITDA firm, that gap is $10M to $12M of lost equity value. Even after paying a $1.5M to $2M advisor fee, the seller nets significantly more with an advisor. The exception is when a strategic buyer is offering something irreplaceable beyond price (an executive role, a partnership, a tech integration) and you have a credible alternative offer to anchor against.

What questions should I ask a prospective advisor in the first call?

Five questions sort the field quickly: (1) how many deals have you closed in the last 24 months at my size and sub-niche, (2) who specifically will be the named senior banker on my deal and how many other deals are they running, (3) what is your buyer list for a firm like mine and how many of those buyers have you closed with in the last 3 years, (4) what is your fee structure including all retainer, success, expense, and minimum fee terms, and (5) can you provide two references from clients who sold in the last 12 months. Advisors who hedge any of these answers should be eliminated.

What is a tail period and why does it matter?

A tail period is the provision in your engagement letter that says if you terminate the advisor and then sell the business within X months to a buyer the advisor had previously contacted, you still owe the advisor the success fee. Standard tail periods are 12 to 24 months. Sellers should negotiate the tail to apply only to buyers the advisor introduced in writing (not every buyer in the universe), to expire at 12 months rather than 24, and to be eliminated entirely if you terminate the advisor for cause. A predatory tail provision can lock you in for two years even if the advisor was incompetent.

How CT Acquisitions Approaches This

CT Acquisitions runs buyer-side mandates for technology consulting and IT services platforms in the lower middle market. Our fees are paid by the acquiring platform, not by the seller, which means owners we engage with do not pay anything for our process expertise, market intelligence, or LOI review. For owners we believe should run a competitive sell-side process rather than a direct sale, we recommend specific boutique advisors (Corum, Cascadia, Capstone, Martinwolf, or an MSP specialist depending on sub-niche) and step aside. For owners whose deal economics work better through a direct platform conversation, we structure the deal ourselves with a properly aligned LOI, refundable deposit, and a working capital target that does not punish the seller at close. The result is owner alignment: we only win when the seller wins, and we are honest about when a banker-run process is the better path.

Our team has worked with platform acquirers including PE-backed roll-ups in MSP, MSSP, cloud consulting, and data analytics. We maintain relationships with senior bankers at every tech-focused boutique listed in this guide. When we make a referral, it is based on closed-deal history at your specific size and sub-niche, not on a kickback or a marketing relationship.

What to Do Next

If you own a technology consulting, IT services, MSP, MSSP, cloud, software development, data analytics, or cybersecurity services firm with $1M to $15M of EBITDA and you are 6 to 24 months from exit, the right next step is a 30-minute conversation about your sub-niche, current performance, and goals. We will give you an honest read on whether your firm is ready for a banker-led process now, whether 6 to 12 months of preparation would meaningfully change your multiple, and whether a direct platform conversation makes more sense for your specific situation. No fee, no obligation, and we are paid by buyers regardless of what you decide.