Expert Buy-Side Advisory Services for IT Companies
You don’t have
to buy blind.
Most opportunistic transactions fail to achieve the financial objectives of the buyer. Get the insight and guidance you need to make the right decision at the right time with our buy side advisory services.
Let's TalkBy the Numbers
- Buy-Side Transactions
- In Client Value Represented
- Years of Mergers & Acquisitions Experience
- Satisfaction 12 Months After Transaction
- 37
- $205m
- 15+
- 92%
“It was a pleasure working with the iTV team. Despite a tight timeline, we were able to get the deal across the finish line. We couldn’t have done it without their help, so a huge thank you!”
Zachary DesMaraisManager, Corporate Finance
“When you sell your business, it can be a lonely transaction. When you have somebody like iTV that really understands and can talk with you about your business, it means a lot. Having that comfort factor is just tremendous.”
Jeff WillemsPresident, CRSA Technologies
“I want to thank iTV for all they’ve done. They were just the right company for our partner transfer, and their guidance and prayers were needed more than they’ll ever know. I will refer them to every business owner I know.”
Hector OrtizFounder & CTO, Dega SystemsGet cleared
to climb.
Acquiring another IT company can take yours to another level, but it comes with its own set of questions: Is now the right time? How much value will it create for my company? Will I get a 25% or greater rate of return? Are these potential buyers the right fit for us?
With decades of buy-side advisory services experience, iTValuations can steer you to a sound buying decision based on objective valuations of each company, a rigorous vetting process for each potential seller, and clear-eyed insight into the return you’ll see on your investment.
How It Works
01(4 Weeks)
Buyer Readiness
Before anything else, we take time to understand your goals and share what you can expect during the transaction process.
Once we start working together, we’ll create a Calculation of Value Report to get an idea of your value and an understanding of accretive synergies to target in a prospective seller as well as a fundamental understanding of the value creation potential for what kind of acquisition you can take on.
Then we’ll work with your senior leadership to assess other readiness factors listed below. After reviewing all these assessments and reports, we’ll advise you on whether an acquisition will accomplish your goals and accelerate your growth.
- Ideal Seller Persona
- Access to Capital
- Operational Maturity
- Deal Structure Parameters
- Organic Growth Strategy
02(3-4 Months)
Seller Identification
If it makes sense to move forward, we’ll build, vet, and pursue a list of seller prospects that align with your ideal seller persona. When there’s a potential fit, we will move them forward to the next stage of the process:
- Review and sign the Confidentiality Agreements
- Schedule and attend Introductory Meetings
- Create a Calculation of Value Report for the Seller
- Engage in Facilitated Negotiations
- Technical and Business Review Meetings
- Internal Rate of Return (IRR) Modeling
- Develop Letter of Intent (LOI)
03(2-4 Months)
Due Diligence & Closing
With the Letter of Intent signed, lawyers and accountants roll up their sleeves, and so do we.
Sometimes a deal doesn’t make sense, which is why we don’t pride ourselves on closing all of them. Our due diligence gives us the book on the seller’s business to eliminate blind spots and give each side the greatest chance of long-term success.
- Financial, Legal, and Operational Reviews
- Purchase and Employee Definitive Agreements
- Post-Merger Integration Planning
- Facilitated Closing Proceedings
FAQs
Buy-side advisory means we work on your behalf as the buyer, helping you find, evaluate, and acquire another MSP. If you are looking to grow through acquisition rather than organic growth alone, and you want a partner who knows the IT services space inside and out, this engagement was built for you. We start every engagement with a readiness assessment to make sure the timing, finances, and strategy are aligned before we ever approach a prospect.
Most M&A advisors work across industries. We work exclusively in the IT services and MSP space. That means we understand the metrics that drive value in your world: MRR, labor efficiency, churn, customer concentration. We know how to evaluate a target through that lens. We are not learning your industry on your dime. We have already done the work.
The engagement runs in three phases.
Readiness Phase: We start by getting your house in order. That means completing a Calculation of Value for your own firm, defining your acquisition objectives, building your ideal seller profile, and identifying initial target prospects. We also help you think through funding options and can make introductions to banking partners if needed.
Seller Identification Phase: This is where the active pursuit begins. We build and work a prospect list, vet candidates against your ideal profile, manage outreach, facilitate introductory calls, and move qualified prospects through to a signed Confidentiality Agreement and Letter of Intent. You will have visibility into every step through a two-week sprint rhythm with a running status update on all active prospects.
Negotiations Phase: Once an LOI is signed, we shift into due diligence and deal management. We provide a comprehensive due diligence checklist, manage document collection through a secure portal, oversee financial and business reviews of the seller, and assist with financing models to make sure you are structuring offers that make sense for your business. We stay involved through closing.
In addition to the full advisory team and process, you get access to our VaaS platform as part of your retainer. This gives you a clear picture of your own firm’s current value and lets you model the accretive impact of a prospective acquisition before you make an offer. It is one of the ways we take the guesswork out of deal math. If the engagement ends for any reason, you can continue using VaaS at the standard subscription rate.
We handle the advisory work: prospect identification and outreach, deal facilitation, negotiation support, due diligence management, and financial modeling. Legal representation is your responsibility. You will want your own legal counsel for the transaction, and we are happy to make introductions if you do not already have someone in place.
Yes. If a certified business valuation of the target company is required during due diligence, we can provide one at a discounted rate as part of the engagement. It is one less vendor to coordinate.
We run on a two-week sprint rhythm throughout the engagement. Every sprint includes a status update covering all active prospects, where they are in the process, and what is on the burn-down list for the next two weeks. You will always know what we are working on and what is coming next. No black box.
It happens. If the Seller Identification Phase does not yield a viable prospect within a reasonable period, we will turn off the retainer. We are not going to keep the meter running if the right deal is not materializing. Our goal is a successful close, not a long engagement.
Your engagement is led by our M&A advisory team, which has hands-on experience guiding MSP buyers through the full acquisition process. Depending on the scope of your engagement, you will also have access to support across valuation, tax strategy, and financial analysis. You get the full bench, not just one advisor.
Reach out to us at info@itvaluations.com or call 612-895-7590. The first conversation is about understanding your goals and whether this is the right fit. If it is, we will walk you through the engagement details and get the readiness process underway.
Case Studies
Send your value onward and upward.
Going DIY on your next acquisition is a risk that could sink your IT business’ value and leave you with an asset that doesn’t fit your culture or achieve your goals. iTValuations brings both valuations and acquisitions experience so you can skip the buyer’s remorse and increase your business value by an average of 30%.
Let's Talk