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Industry Expertise

Managed services and IT firms, valued on recurring revenue.

Managed service providers, IT support firms, and technology services companies. This is one of the most actively acquired categories in the lower middle market, and contracted monthly recurring revenue is the metric that drives nearly everything.

A category with active strategic and consolidator interest, which changes how a process should run.

What Drives Value

Monthly recurring revenue, contract quality, and churn.

Two IT firms with the same revenue can be worth very different amounts depending on how much of it is contracted, how long those contracts run, and how many clients leave each year.

Contracted monthly recurring revenue

MRR under signed agreement is the headline number in this category. Break-fix and project revenue is valued far more conservatively.

Contract terms and duration

Auto-renewing multi-year agreements with defined scope are worth materially more than month-to-month arrangements or handshake relationships.

Client churn and retention

Annual logo and revenue churn are underwritten directly. A low, well-documented churn rate is one of the strongest arguments for value.

Client concentration

Heavy revenue reliance on a few accounts is a risk buyers price, particularly where those agreements are short or informal.

Engineer and technician retention

Certified engineers and senior technicians are the delivery capacity. Their retention is both a value driver and a core diligence topic.

Tech stack and delivery maturity

Documented processes, ticketing and RMM systems, standardized client environments, and security posture determine how cleanly the business scales.

Both Sides of the Deal

Whether you are acquiring or exiting.

For Buyers

Acquiring an IT firm

These businesses finance well because the revenue is predictable, but the diligence has to prove the recurring revenue is genuinely recurring and the technical team is staying.

  • Verification of MRR, contract terms, renewal behavior, and actual churn history
  • Separation of true recurring revenue from project and pass-through revenue
  • Engineer retention planning built into the deal rather than left to chance
  • Concentration and contract-quality risks priced honestly before you offer
  • Every offer reviewed by our Managing Director before it goes out
See Buyer Representation
For Sellers

Selling your IT firm

Strategic buyers and consolidators are active in this space. That creates real optionality, but an unsolicited approach is not the same as a competitive process.

  • A valuation you can measure any inbound offer against
  • Documentation of MRR, contracts, and churn that stands up to sophisticated diligence
  • Confidential marketing so clients and engineers do not learn it from the market
  • Offers compared across price, structure, earnouts, and post-close commitments
  • Value building first if converting break-fix clients to agreements would change your result
See Seller Representation

Received an approach, or planning your exit?

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