Managed IT service providers (MSPs) Sample Acquisition Targets — Search Fund Sourcing

77

Company A SF-MIS-A Texas

An independent managed technology provider offering IT management, advisory, cloud, networking, cybersecurity, disaster recovery, and physical security services.

Signal	Value	Conf.	Evidence
Independent ownershipstd	unclear	50%	“Independent managed technology provider.”
Founder / owner involvementstd	Founder and CEO still listed	98%	“Founder and chief executive remains involved in the business.”
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	founded in 2002	99%	“Founded in the early 2000s.”
Leadership benchstd	Michael Strong Partner and COO; Chris Powell Chief Strategy Officer; Jordan Damron Director of Engineering; Kelsey Jo Angel Dowdy Director of Operations; Lee Carter Director of Support	99%	“Partner and chief operating officer supports executive leadership.”
Management professionalizationstd	Director of Operations, Director of Support, Director of Engineering, Chief Strategy Officer	99%	“Leadership includes directors overseeing engineering, operations, and support functions.”
Workforce & scale indicatorsstd	more than 55 highly qualified advisors, engineers, and technicians	99%	“Employs more than 55 qualified advisors, engineers, and technicians.”
Geographic footprintstd	Lubbock, TX; South TX; North TX	99%	“Maintains corporate and operations offices in Texas.”
Recurring revenue indicatorsstd	managed plan support agreement with a standard monthly cost	98%	“Customers receive a standardized monthly fee tailored to their technology environment.”
Customer base breadthstd	supporting more than 400 businesses	99%	“Serves more than 400 businesses across multiple industries.”
Customer tenure & retentionstd	not_visible	0%	—
End-market mixstd	businesses across various industries	90%	“Customer base spans more than 400 businesses in varied industries.”
B2B orientationstd	businesses	99%	“Focuses on resolving critical technology challenges for business customers.”
Service vs product mixstd	service_led	99%	“Delivers comprehensive help desk and engineering support services.”
Licenses & certification moatstd	MSP Cyber Verify program; Security License# B25182501	99%	“Certified through the MSP Cyber Verify program.”
Skilled labor benchstd	certified technicians and more than 55 highly qualified advisors, engineers, and technicians	99%	“Workforce includes more than 55 experienced advisors, engineers, and technicians.”
Visible asset basestd	not_visible	0%	—
Hiring posturestd	Open full-time roles including Support Technician, Support Engineer, Systems Engineer, Network Engineer, Cybersecurity Analyst, Field Technician, Project Coordinator, Onboarding Specialist, and Inventory Manager	99%	“Recruiting a full-time support technician in Texas.”
Digital-operations maturitystd	Client Portal and online support ticket submission	99%	“Customers can submit support requests through an online portal.”
Managed plan structureniche	fully managed plans with a standard monthly cost	99%	“Fully managed plans maintain predictable pricing regardless of service calls or advisory usage.”
Help desk opsniche	help desk requests, ticket submission, and 24/7 emergency support	99%	“Provides round-the-clock emergency support through a toll-free channel.”
Vendor partner badgesniche	Microsoft Azure, Microsoft Intune, Microsoft 365, and Microsoft Entra offerings named	98%	“Engineering team uses Microsoft Azure, Entra, Intune, and SharePoint technologies.”
Security stackniche	cybersecurity, SIEM, disaster recovery, and EDR-related services	95%	“Offers strategic chief information officer services through an expert team.”
Cloud practiceniche	Azure migrations and cloud services	99%	“Migrates systems to Azure to improve performance, security, and disaster recovery.”
Vertical specializationniche	not_visible	0%	—
vCIO servicesniche	strategic CIO guidance, technology roadmapping, and planning and consulting services	99%	“Advisory services cover strategic technology leadership, vendor selection, recommendations, and roadmapping.”
On-site coverageniche	Field Technician role travels to client sites; service coverage includes Lubbock, South TX, and North TX	99%	“Technicians visit customer locations for equipment installation, troubleshooting, and repairs.”
Team scaleniche	more than 55 highly qualified advisors, engineers, and technicians	99%	“More than 55 advisors, engineers, and technicians support the managed-services operation.”
Co-managed ITniche	co-managed support for companies with their own IT staff	99%	“Can augment an internal technology department through a co-managed service model.”

71

Company B SF-MIS-B Texas

Texas-based managed IT provider delivering network monitoring, cybersecurity, cloud, backup, and data-recovery services.

Signal	Value	Conf.	Evidence
Independent ownershipstd	independent	80%	“Family-owned and operated managed IT services provider.”
Founder / owner involvementstd	Gray Geiselman CEO & Founder	90%	“Founder-led company established in the early 2000s.”
Generational / family languagestd	family-owned	95%	“Family ownership and operation remain central to the business.”
Succession-relevant contextstd	family-owned and operated since 2001	80%	“Family-operated managed IT provider serving clients since the early 2000s.”
Operating historystd	Since opening our doors in 2001	95%	“Operating continuously since the early 2000s.”
Leadership benchstd	limited_visible_bench	70%	“Founder-led organization with established executive oversight.”
Management professionalizationstd	not_visible	0%	—
Workforce & scale indicatorsstd	not_visible	0%	—
Geographic footprintstd	Houston, TX; Midland TX	80%	“Primary office located in a major Texas metropolitan area.”
Recurring revenue indicatorsstd	managed IT service plan	80%	“Customized managed-service plans support recurring client relationships.”
Customer base breadthstd	businesses of all sizes	90%	“Provides comprehensive managed IT support to organizations ranging from small businesses to larger enterprises.”
Customer tenure & retentionstd	not_visible	0%	—
End-market mixstd	Oil & Gas/Energy Sectors	90%	“Strong exposure to energy and petroleum-related industries.”
B2B orientationstd	businesses	95%	“Serves commercial organizations across varied company sizes.”
Service vs product mixstd	service_led	95%	“Primarily delivers recurring managed IT services rather than physical products.”
Licenses & certification moatstd	ISO rated clean room	70%	“Maintains access to an ISO-rated clean-room environment.”
Skilled labor benchstd	experienced professionals	80%	“Experienced technical staff continuously manage and monitor client IT environments.”
Visible asset basestd	ISO rated clean room	75%	“Clean-room infrastructure supports controlled technical and data-recovery operations.”
Hiring posturestd	not_visible	0%	—
Digital-operations maturitystd	not_visible	0%	—
Managed plan structureniche	not_visible	0%	—
Help desk opsniche	24/7 monitored and managed support	95%	“Offers continuously monitored and managed support, including around-the-clock availability.”
Vendor partner badgesniche	Microsoft 365	80%	“Works with leading enterprise productivity-software platforms and ecosystems.”
Security stackniche	Cybersecurity, Data Protection, Risk Management, Malware & Virus Protection	90%	“Provides cybersecurity, data protection, risk management, cloud technology, and continuous malware defense.”
Cloud practiceniche	Cloud Based Solutions	80%	“Delivers cloud-based infrastructure and migration solutions.”
Vertical specializationniche	Oil & Gas MSP	95%	“Positions itself as a managed IT specialist for energy-sector businesses.”
vCIO servicesniche	not_visible	0%	—
On-site coverageniche	service in the field	80%	“Provides technical service and support at customer locations.”
Team scaleniche	not_visible	0%	—
Co-managed ITniche	not_visible	0%	—

69

Company C SF-MIS-C US

North Carolina-based IT services provider delivering managed technology, cybersecurity, cloud, infrastructure, and related business services.

Signal	Value	Conf.	Evidence
Independent ownershipstd	unclear	50%	“Describes itself as an independent, full-service technology solutions provider.”
Founder / owner involvementstd	not_visible	0%	—
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	Started in 1996	100%	“The provider has operated since the mid-1990s as a comprehensive technology solutions firm.”
Leadership benchstd	Brad Davis HVAC President; William Vowteras President & CEO; John Ekblad General Manager	90%	“A customer executive praises the provider for enabling leadership to concentrate on operating and expanding the business.”
Management professionalizationstd	IT Professionals & Team Members 76	90%	“The organization reports about 75 IT professionals and team members as of early 2026.”
Workforce & scale indicatorsstd	IT Professionals & Team Members 76; Managed Users 3400+; Managed Servers 475	100%	“The provider reports about 75 team members serving approximately 180 clients as of early 2026.”
Geographic footprintstd	Charlotte, NC; the Carolinas; client base spanning the United States	90%	“Its customer base extends across the United States, supporting hundreds of businesses and thousands of users.”
Recurring revenue indicatorsstd	monthly service agreements	100%	“Revenue evolved from break-fix work toward monthly service agreements and embedded cloud services.”
Customer base breadthstd	181 clients and hundreds of companies	100%	“The provider reports approximately 180 clients as of early 2026.”
Customer tenure & retentionstd	over 20 years	100%	“A customer relationship is described as lasting more than two decades.”
End-market mixstd	Manufacturing, construction, HVAC and plumbing, trades, and accounting firms	100%	“Focus industries include manufacturing, construction, HVAC, and plumbing businesses in its surrounding region.”
B2B orientationstd	businesses	100%	“Provides IT services primarily to small and midsize businesses in the surrounding North Carolina market.”
Service vs product mixstd	service_led	100%	“Emphasizes responsive, dependable expertise for resolving clients’ technology challenges.”
Licenses & certification moatstd	not_visible	0%	—
Skilled labor benchstd	live technicians	90%	“Customers can reach a live technician who promptly investigates and diagnoses reported issues.”
Visible asset basestd	not_visible	0%	—
Hiring posturestd	not_visible	0%	—
Digital-operations maturitystd	not_visible	0%	—
Managed plan structureniche	IT support plans and monthly service agreements	90%	“Offers recurring IT support plans with defined pricing structures.”
Help desk opsniche	Technicians answer the phones live in less than 60 seconds	100%	“Technicians reportedly answer incoming calls live within roughly one minute.”
Vendor partner badgesniche	not_visible	0%	—
Security stackniche	Endpoint Protection (EDR/XDR), Security Operations Center monitoring, and ransomware protection	100%	“Security offerings include EDR/XDR endpoint protection, risk assessments, and cybersecurity awareness training.”
Cloud practiceniche	Cloud Migrations Services (Azure, AWS)	100%	“Supports cloud migration projects involving platforms such as Azure and AWS.”
Vertical specializationniche	Manufacturing, construction, HVAC and plumbing, trades, and accounting	100%	“Industry focus includes manufacturing, construction, HVAC, and plumbing organizations.”
vCIO servicesniche	IT Strategy & Roadmaps, IT Budget & Forecasting, and IT Strategic Business Reviews	100%	“Strategic services cover technology roadmaps, audits, risk assessments, budgeting, forecasting, and recurring business reviews.”
On-site coverageniche	On-site & Off-site Backup Services and On-Site IT Infrastructure & Security Services	100%	“Provides onsite infrastructure and security support alongside onsite and remote backup services.”
Team scaleniche	76 IT Professionals & Team Members	100%	“The team comprises about 75 IT professionals and staff as of early 2026.”
Co-managed ITniche	Co-Managed IT Services	100%	“Offers co-managed IT services alongside broader managed technology support.”

67

Company D SF-MIS-D US

A Washington- and Texas-based managed IT provider delivering outsourced support, help desk, cybersecurity, cloud, VoIP, and related business technology services.

Signal	Value	Conf.	Evidence
Independent ownershipstd	unclear	50%	—
Founder / owner involvementstd	Mat Kordell listed as Founder & CEO	98%	“Founder and chief executive remain involved in company leadership.”
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	Since its founding in 1999	98%	“Established in the late 1990s, the provider has developed into a comprehensive technology solutions firm.”
Leadership benchstd	Named leadership team includes COO, Director of Revenue, Director of Finance, Client Success Manager, and Director of Service & Support	99%	“Leadership includes operations, revenue, finance, client success, administration, and service-support functions.”
Management professionalizationstd	Visible functional roles include Director of Finance, Director of Revenue, Director of Service & Support, and Marketing Manager	99%	“Management includes regional leadership, service-support direction, and dedicated marketing oversight.”
Workforce & scale indicatorsstd	20+ certified engineers	99%	“With a regional office presence and about 20 certified engineers, the provider serves businesses across its surrounding metropolitan area.”
Geographic footprintstd	Seattle and Austin offices; service throughout the greater Seattle metro and Puget Sound	99%	“Managed IT services cover a major Washington metropolitan area and surrounding communities.”
Recurring revenue indicatorsstd	Flat monthly managed IT fee and subscription-based technology management	99%	“A fixed monthly charge includes monitoring, maintenance, security, support, and technology planning.”
Customer base breadthstd	Hundreds of clients	98%	“The provider reports serving hundreds of business clients.”
Customer tenure & retentionstd	Long-term partnerships	95%	“The company emphasizes durable, ongoing client relationships.”
End-market mixstd	Businesses, small to mid-sized companies, and SMBs	98%	“Services are designed primarily for small and midsized businesses requiring reliable operations.”
B2B orientationstd	businesses	99%	“The provider delivers fully managed IT services to businesses in its Washington service region.”
Service vs product mixstd	service_led	99%	“One recurring fee covers the client’s broad outsourced IT support requirements.”
Licenses & certification moatstd	not_visible	0%	—
Skilled labor benchstd	20+ certified engineers	99%	“The technical workforce includes about 20 certified engineers.”
Visible asset basestd	not_visible	0%	—
Hiring posturestd	not_visible	0%	—
Digital-operations maturitystd	Customer portal, online scheduling, and transparent pricing	99%	“Users receive unlimited help desk access through telephone, email, and an online portal.”
Managed plan structureniche	Flat monthly fee covering monitoring, maintenance, security, support, and strategic planning	99%	“Monthly recurring plans combine monitoring, maintenance, security, support, and strategic technology planning.”
Help desk opsniche	24/7/365 monitoring and unlimited help desk support; 90-second phone response guarantee	99%	“The help desk is advertised as answering calls within roughly two minutes.”
Vendor partner badgesniche	not_visible	0%	—
Security stackniche	EDR, email security, DNS filtering, backup management, and disaster recovery	99%	“Security services include endpoint detection, email protection, DNS filtering, backup administration, and disaster recovery.”
Cloud practiceniche	Cloud migration and cloud platform management	98%	“The provider supports planned cloud migrations and business-office relocations.”
Vertical specializationniche	not_visible	0%	—
vCIO servicesniche	Quarterly technology reviews and strategic IT planning	98%	“Quarterly technology reviews and strategic planning are coordinated with a dedicated account manager and aligned to business objectives.”
On-site coverageniche	On-site support throughout the greater Seattle metro	99%	“Support is available both onsite and remotely, with local personnel serving the region.”
Team scaleniche	20+ certified engineers	99%	“The MSP maintains a technical team of about 20 certified engineers.”
Co-managed ITniche	not_visible	0%	—

66

Company E SF-MIS-E Rhode Island

A boutique managed IT provider delivers support, cloud, communications, security, backup, and consulting services to businesses and residential customers.

Signal	Value	Conf.	Evidence
Independent ownershipstd	unclear	50%	“A boutique managed services provider operates independently.”
Founder / owner involvementstd	not_visible	0%	—
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	since 2004	100%	“The provider has supported Southern New England homes and businesses since the early 2000s.”
Leadership benchstd	limited_visible_bench	70%	“A lean team shares responsibilities broadly, including the owners.”
Management professionalizationstd	not_visible	0%	—
Workforce & scale indicatorsstd	small team	100%	“A small workforce delivers substantial client impact.”
Geographic footprintstd	494 Main Road Tiverton, Rhode Island; Southern New England	100%	“The provider serves customers throughout Southern New England.”
Recurring revenue indicatorsstd	unlimited support, at a fixed monthly fee	100%	“Service agreements provide unlimited support for a fixed monthly charge.”
Customer base breadthstd	wide variety of industries and company sizes	100%	“Customers span numerous industries and organization sizes.”
Customer tenure & retentionstd	from their beginning	80%	“Some customers have worked with the provider since its early operations.”
End-market mixstd	Professional Services; Medical Practices; Private Clubs; Hospitality	100%	“Core markets include professional services, legal, accounting, insurance, contracting, and real estate.”
B2B orientationstd	mixed	100%	“The provider supplements internal IT teams or delivers consulting and managed services, while also supporting residential users.”
Service vs product mixstd	service_led	100%	“The offering emphasizes technology consulting and managed services rather than product sales.”
Licenses & certification moatstd	not_visible	0%	—
Skilled labor benchstd	experienced bench technicians	100%	“Experienced bench technicians diagnose and repair physical hardware issues.”
Visible asset basestd	offsite datacenter	80%	“Critical systems can be replicated almost instantly to an offsite data center.”
Hiring posturestd	not currently hiring	100%	“The provider is not actively recruiting at present.”
Digital-operations maturitystd	online contact and email support	80%	“Customers can request service or information through phone, email, or office visits.”
Managed plan structureniche	fixed monthly fee with unlimited support	100%	“Recurring agreements bundle unlimited support into a fixed monthly fee.”
Help desk opsniche	technician connection under 60 seconds; office hours 9:00am - 5:00pm Monday to Friday	100%	“Nearly all clients reach a technician within about one minute.”
Vendor partner badgesniche	not_visible	0%	—
Security stackniche	security, backup and disaster recovery, and antivirus	100%	“Layered security defenses protect business systems, complemented by backup and disaster recovery.”
Cloud practiceniche	cloud services	80%	“Cloud services enable access to data and applications from virtually any device or location.”
Vertical specializationniche	healthcare, legal, CPA, and other professional services	100%	“The provider addresses complex healthcare compliance requirements with experienced specialists.”
vCIO servicesniche	technology advice specific to client needs and budget	100%	“Advisors offer technology recommendations tailored to client needs and budgets.”
On-site coverageniche	onsite service at homes, businesses, and client sites	100%	“Technicians visit customer homes or business locations when onsite assistance is required.”
Team scaleniche	small team	80%	“A compact team, including owners, handles multiple responsibilities.”
Co-managed ITniche	Support Your Existing IT Team	100%	“The provider collaborates with clients' existing IT departments.”

65

Company F SF-MIS-F New Jersey

A New Jersey managed IT provider delivering outsourced support, cybersecurity, cloud, communications, and technology consulting to businesses.

Signal	Value	Conf.	Evidence
Independent ownershipstd	unclear	50%	“The founder launched the provider in the early 2010s after observing inefficiencies among regional managed IT firms.”
Founder / owner involvementstd	founder still visibly active	80%	“Clients receive direct access to the founder’s expertise.”
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	Since 2010	100%	“Since the early 2010s, the provider has maintained satisfied business customers through ongoing technology services.”
Leadership benchstd	limited_visible_bench	80%	“The founder remains directly accessible for client guidance and expertise.”
Management professionalizationstd	not_visible	0%	—
Workforce & scale indicatorsstd	1,800 real people	100%	“About 1,800 employees receive support tailored to their industry-specific technology requirements.”
Geographic footprintstd	New York Tri-state area; Carlstadt, NJ	100%	“Based in New Jersey and serving organizations across the surrounding tri-state region.”
Recurring revenue indicatorsstd	managed IT services	80%	“Managed IT subscriptions support the ongoing technology needs of businesses throughout New Jersey.”
Customer base breadthstd	employees from almost every industry	90%	“The provider supports employees and organizations across nearly every major industry.”
Customer tenure & retentionstd	99.9% customer retention	100%	“Customer retention exceeds 99%.”
End-market mixstd	small to mid-sized businesses; mid-market organizations	90%	“The company focuses on modernizing IT support for mid-market organizations.”
B2B orientationstd	businesses	100%	“Services help businesses manage technology, improve workflows, and maintain online security.”
Service vs product mixstd	service_led	100%	“Tailored technology management programs address varied IT challenges while supporting growth and operational efficiency.”
Licenses & certification moatstd	ITIL 4 and ISO 27001 certified professionals	100%	“Professionals hold ITIL 4 and ISO 27001 credentials.”
Skilled labor benchstd	ITIL 4 and ISO 27001 certified professionals	100%	“Certified staff apply ITIL 4 and ISO 27001 practices to service management and information security.”
Visible asset basestd	1800 endpoints	90%	“A growing client base of about 25 businesses uses more than 1,800 managed endpoints.”
Hiring posturestd	not_visible	0%	—
Digital-operations maturitystd	not_visible	0%	—
Managed plan structureniche	not_visible	0%	—
Help desk opsniche	24/7 helpdesk support	100%	“Round-the-clock helpdesk assistance is available.”
Vendor partner badgesniche	not_visible	0%	—
Security stackniche	backup and disaster recovery; endpoint security; email protection	90%	“Security services include identity management, email defense, privacy protection, and broader cybersecurity oversight.”
Cloud practiceniche	technology evaluation & migration; cloud solutions	100%	“Capabilities cover technology assessments, migration planning, and cloud implementation.”
Vertical specializationniche	not_visible	0%	—
vCIO servicesniche	Virtual CIO services	100%	“Virtual CIO advisory services are available.”
On-site coverageniche	New York Tri-state area	90%	“Field coverage extends across the active New Jersey and neighboring tri-state business region.”
Team scaleniche	team with several years of combined experience	90%	“The team brings several years of combined managed-services experience.”
Co-managed ITniche	Co-managed IT services	100%	“Co-managed IT lets internal teams combine their capabilities with the provider’s specialized expertise.”

65

Company G SF-MIS-G Colorado

A full-service managed technology provider delivering IT, cybersecurity, cloud, infrastructure, and related services across Ohio and selected neighboring regions.

Signal	Value	Conf.	Evidence
Independent ownershipstd	unclear	50%	“Operates as an independent, full-service technology services provider.”
Founder / owner involvementstd	not_visible	0%	—
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	not_visible	0%	—
Leadership benchstd	Cameron Williamson Chief Technology; Daniel Johnson Cybersecurity Specialist; Sophia Williams Software Development tutorial; Ethan Miller Develops Engineer	90%	“Leadership includes technology, cybersecurity, software development, and engineering expertise.”
Management professionalizationstd	Cybersecurity Specialist; Software Development tutorial; Develops Engineer	80%	“Management reflects specialized experience spanning cybersecurity, software development, and engineering.”
Workforce & scale indicatorsstd	not_visible	0%	—
Geographic footprintstd	Cincinnati, Columbus, Dayton, and the Cincinnati–Dayton region, with additional clients served in Pagosa Springs and Durango, Colorado	95%	“Serves organizations throughout Ohio and selected areas of Colorado, including major metropolitan and surrounding regional markets.”
Recurring revenue indicatorsstd	Managed IT services, maintenance and support, and fixed pricing models	90%	“Fixed-fee pricing supports predictable budgeting and reduces unexpected technology expenses.”
Customer base breadthstd	Hundreds of Businesses Supported	95%	“Supports hundreds of organizations in healthcare, finance, manufacturing, education, and professional services.”
Customer tenure & retentionstd	Long-term partnerships with clients across multiple industries	90%	“Maintains enduring client relationships across several business sectors.”
End-market mixstd	healthcare, finance, manufacturing, education, and professional services	95%	“Customer base spans healthcare, financial services, manufacturing, education, and professional services.”
B2B orientationstd	businesses and organizations	95%	“Serves small and midsized organizations whose daily operations rely heavily on technology.”
Service vs product mixstd	service_led	95%	“Provides comprehensive IT and technology services designed to improve security, efficiency, and operational confidence.”
Licenses & certification moatstd	Industry-recognized certifications	80%	“Staff pursue recognized industry certifications and ongoing technical education.”
Skilled labor benchstd	Experienced professionals across IT, cybersecurity, cloud, and infrastructure	90%	“Employs experienced specialists in IT operations, cybersecurity, cloud platforms, and infrastructure.”
Visible asset basestd	not_visible	0%	—
Hiring posturestd	IT Support Technician; Managed Services Engineer; Cybersecurity Analyst; Sales and Account Coordinator	95%	“Recruiting full-time IT support and managed-services engineering personnel within Ohio.”
Digital-operations maturitystd	Online pricing plans and free trial	90%	“Offers an entry-level managed technology plan priced at about one hundred dollars monthly.”
Managed plan structureniche	Monthly pricing plans	85%	“Recurring starter-tier pricing includes intelligent monitoring tools intended to improve system performance.”
Help desk opsniche	24/7 monitoring and support	90%	“Provides continuous monitoring and responsive support to help maintain system availability and security.”
Vendor partner badgesniche	not_visible	0%	—
Security stackniche	Cybersecurity, anti-spam and email security, firewalls, backup and disaster recovery	95%	“Security capabilities include cyber protection, email filtering, digital forensics, and firewall management.”
Cloud practiceniche	Cloud services and migration, including Microsoft 365	95%	“Cloud offerings cover migration, productivity platforms, backup, and disaster-recovery services.”
Vertical specializationniche	Healthcare, finance, manufacturing, education, and professional services	80%	“Demonstrated sector coverage includes healthcare, finance, manufacturing, education, and professional services.”
vCIO servicesniche	IT strategy and planning; technology roadmaps	90%	“Provides technology strategy, planning, and forward-looking advisory support.”
On-site coverageniche	Ohio statewide support with a primary focus on Cincinnati, Columbus, Dayton, and surrounding areas	90%	“Delivers statewide Ohio support, emphasizing major metropolitan areas and nearby communities.”
Team scaleniche	Certified IT Professional	70%	“Maintains a team of certified IT professionals.”
Co-managed ITniche	not_visible	0%	—

61

Company H SF-MIS-H US

Regional IT services provider offering helpdesk, cybersecurity, backup, hosting, software development, and co-managed technology support.

Signal	Value	Conf.	Evidence
Independent ownershipstd	unclear	50%	—
Founder / owner involvementstd	not_visible	0%	—
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	over a decade of expertise	90%	“More than a decade supporting personal-computer environments and Microsoft-based technology ecosystems.”
Leadership benchstd	John Hays (President); Danny Silianoff (Vice President - Sales); William Hays (Operations Manager); Cody Coomes (Director of Engineering); Roger Rodriguez (Client Solutions Manager); Lanie Vanek (Customer Success Manager)	100%	“Leadership includes a president, sales vice president, operations manager, and senior technical-services manager.”
Management professionalizationstd	Operations Manager, Director of Engineering, Client Solutions Manager, Customer Success Manager	100%	“Management team includes operations, senior technical-specialist, and implementation-solutions leadership roles.”
Workforce & scale indicatorsstd	At least 29 team members are visibly listed	90%	“Core staff includes company leadership, sales management, operations, and senior technical-services personnel.”
Geographic footprintstd	Houston/The Woodlands, San Antonio/Austin–San Antonio and surrounding areas, Dallas/Frisco; Dallas, Houston, San Antonio and the Hill Country	100%	“Based in a major Texas metropolitan area, serving nearby communities and the broader central Texas region.”
Recurring revenue indicatorsstd	24/7 monitoring and support, customizable maintenance plans	80%	“Recurring support is enabled through round-the-clock monitoring, customizable maintenance plans, and automated real-time issue resolution.”
Customer base breadthstd	Supports companies of all sizes, from teams of 10 to 1000	100%	“Serves organizations ranging from small businesses to large enterprises, including teams of about ten to roughly one thousand people.”
Customer tenure & retentionstd	not_visible	0%	—
End-market mixstd	Healthcare, law firms, financial/CPA firms, and digital marketing agencies	100%	“Customer examples span healthcare and legal services, with testimonials emphasizing attentive treatment and veteran-led experience.”
B2B orientationstd	businesses and enterprises	100%	“Provides technology services to businesses across a broad range of organizational sizes.”
Service vs product mixstd	service_led	100%	“Positions its offering as a highly personalized, white-glove IT services experience.”
Licenses & certification moatstd	Apple-trained, certified professionals	100%	“Apple support personnel are trained and certified to assist with Apple platforms.”
Skilled labor benchstd	Apple-trained, certified professionals; PC and Apple-trained professionals	100%	“Certified, Apple-trained specialists provide dedicated support across diverse Mac environments.”
Visible asset basestd	not_visible	0%	—
Hiring posturestd	not_visible	0%	—
Digital-operations maturitystd	not_visible	0%	—
Managed plan structureniche	not_visible	0%	—
Help desk opsniche	Phone and email access; proactive infrastructure monitoring; 24/7 monitoring and support	100%	“Phone and email access supports rapid issue resolution, frequently without requiring an onsite visit.”
Vendor partner badgesniche	not_visible	0%	—
Security stackniche	Email filtering, web security, real-time threat detection, backup and disaster recovery	100%	“Provides modern email-filtering and web-security solutions designed to help organizations address cyber threats.”
Cloud practiceniche	Cloud solutions and migration; cloud hosting	100%	“Offers strategic IT planning, cybersecurity consulting, cloud services, and migration assistance.”
Vertical specializationniche	not_visible	0%	—
vCIO servicesniche	Virtual CIO services including strategic leadership, IT budgeting, vendor management, and risk compliance	100%	“Virtual CIO engagements cover technology strategy, budgeting, vendor oversight, and risk-compliance management.”
On-site coverageniche	Remote support and service across Dallas, Houston, San Antonio and the Hill Country	90%	“Advanced remote-support capabilities allow technicians to troubleshoot and resolve many issues without traveling onsite.”
Team scaleniche	At least 29 named team members, including senior IT specialists, senior IT technician managers, and an implementation solutions engineer	100%	“Technical bench includes senior technician managers, senior IT specialists, and implementation-solutions engineers.”
Co-managed ITniche	Co-managed IT for clients with established internal IT departments	100%	“Works alongside numerous clients that maintain an internal IT department.”

59

Company I SF-MIS-I Louisiana

A regional technology provider delivers managed IT, cybersecurity, cloud, infrastructure, help desk, and audiovisual services.

Signal	Value	Conf.	Evidence
Independent ownershipstd	not_visible	0%	—
Founder / owner involvementstd	not_visible	0%	—
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	since the 90s	95%	“The provider has operated since the 1990s.”
Leadership benchstd	not_visible	0%	—
Management professionalizationstd	not_visible	0%	—
Workforce & scale indicatorsstd	76 years of combined experience	85%	“The team brings about 75 years of combined experience and emphasizes customer success.”
Geographic footprintstd	Broussard, Louisiana; Louisiana and East Texas; Gulf Coast region	95%	“Located in southern Louisiana.”
Recurring revenue indicatorsstd	managed VoIP services	80%	“Managed business phone services provide clear communications through recurring technology support.”
Customer base breadthstd	small local businesses to large corporations	90%	“Customers range from small local businesses to larger corporate organizations.”
Customer tenure & retentionstd	99% customer retention rate	95%	“Customer retention is approximately 100%, indicating strong ongoing satisfaction.”
End-market mixstd	Engineering; Churches and non-profits; Legal; Construction; Power co-ops; Event companies; Oilfield; Critical infrastructure	98%	“Serves engineering, religious and nonprofit, legal, construction, utility cooperative, events, energy, and critical-infrastructure markets.”
B2B orientationstd	businesses, schools, and churches	95%	“Integrates and maintains video, IT, audio, and lighting systems for businesses, schools, and religious organizations.”
Service vs product mixstd	service_led	98%	“Focuses on securing organizations and improving processes for reliable, low-disruption operations rather than selling standalone products.”
Licenses & certification moatstd	CompTIA Security Trustmark+ certification	98%	“Holds a recognized CompTIA security trust certification and reports statewide distinction.”
Skilled labor benchstd	All technicians are required to obtain the CompTIA Sec+ certification	98%	“Technicians are required to earn CompTIA Security+ certification.”
Visible asset basestd	not_visible	0%	—
Hiring posturestd	not_visible	0%	—
Digital-operations maturitystd	not_visible	0%	—
Managed plan structureniche	not_visible	0%	—
Help desk opsniche	average response time under 60 minutes	95%	“Average issue response time is under about one hour.”
Vendor partner badgesniche	not_visible	0%	—
Security stackniche	Endpoint detection and response (EDR); Data backups & disaster recovery; Email protection	98%	“Offers data backup and disaster recovery, endpoint detection and response, security awareness training, and email protection.”
Cloud practiceniche	Cloud solutions; Microsoft 365 (M365) support	90%	“Provides cloud solutions and Microsoft 365 support.”
Vertical specializationniche	Engineering	98%	“Provides managed IT services for engineering organizations across Louisiana.”
vCIO servicesniche	not_visible	0%	—
On-site coverageniche	Louisiana and East Texas	90%	“Delivers customized onsite coverage throughout Louisiana and eastern Texas.”
Team scaleniche	76 years of combined experience	90%	“The organization has about 75 combined years of team experience supporting business technology.”
Co-managed ITniche	co-managed IT	98%	“Offers fully managed IT, co-managed IT, and IT help desk support.”

58

Company J SF-MIS-J Minnesota

A regional managed IT provider delivers cybersecurity, cloud, backup, compliance, and virtual technology leadership services for small and growing businesses.

Signal	Value	Conf.	Evidence
Independent ownershipstd	unclear	40%	—
Founder / owner involvementstd	not_visible	0%	—
Generational / family languagestd	not_visible	0%	—
Succession-relevant contextstd	not_visible	0%	—
Operating historystd	not_visible	0%	—
Leadership benchstd	Matt Sonnentag CEO; James "JR" Weiden Special Projects / Level 3 Tech; Ruth Haanan AR / AP / HR	95%	“Leadership includes a chief executive, a special-projects and senior technical lead, and an administrative professional overseeing finance and people operations.”
Management professionalizationstd	Ruth Haanan AR / AP / HR	95%	“An administrative leader manages accounts receivable, accounts payable, and human resources functions.”
Workforce & scale indicatorsstd	not_visible	0%	—
Geographic footprintstd	Taylors Falls, MN; Minneapolis/St. Paul; east-central Minnesota; northwest Wisconsin	95%	“From Minnesota, the provider serves organizations across the Minneapolis–Saint Paul area, east-central Minnesota, and northwestern Wisconsin.”
Recurring revenue indicatorsstd	predictable managed plans	90%	“The provider emphasizes predictable managed service plans, defined responsibilities, and practical technology guidance.”
Customer base breadthstd	500+ MSPs and over 1,000 businesses	90%	“The provider reports supporting hundreds of managed service partners and protecting more than a thousand businesses.”
Customer tenure & retentionstd	not_visible	0%	—
End-market mixstd	Accounting Firms; Automotive Dealers; Financial Services; Government And Municipalities; Healthcare; Insurance Agencies; Manufacturing & Construction; Multi-location Retail; Nonprofits; Professional Services; CPA; Legal	98%	“Customers span accounting, automotive retail, financial services, public entities, healthcare, insurance, manufacturing, and construction.”
B2B orientationstd	businesses	98%	“Services are designed for small and midsize businesses seeking stronger security, efficiency, and productivity.”
Service vs product mixstd	service_led	98%	“The offering centers on managed technology support that maintains workflow and restores client control.”
Licenses & certification moatstd	not_visible	0%	—
Skilled labor benchstd	Level 3 Tech	90%	“A senior technical specialist handles special projects and advanced support responsibilities.”
Visible asset basestd	not_visible	0%	—
Hiring posturestd	not_visible	0%	—
Digital-operations maturitystd	online scheduling	85%	“Prospective clients can schedule a complimentary, no-obligation technology discovery consultation online.”
Managed plan structureniche	managed plans around users, devices, locations, compliance needs	90%	“Plans are sized according to users, devices, locations, and regulatory or compliance requirements.”
Help desk opsniche	remote-first helpdesk and on-site service	90%	“Support is primarily remote, with field service available when physical intervention is necessary.”
Vendor partner badgesniche	not_visible	0%	—
Security stackniche	EDR, data backup and disaster recovery, ransomware detection, SOC monitoring, endpoint protection	98%	“Security services include endpoint detection and response, awareness education, and backup with disaster recovery.”
Cloud practiceniche	cloud services and Microsoft 365 support	90%	“Capabilities include helpdesk support, productivity platforms, network security, wireless systems, servers, and cloud environments.”
Vertical specializationniche	regulated teams and compliance-sensitive industries	90%	“For regulated organizations, the provider reduces technology friction so teams can complete work reliably.”
vCIO servicesniche	vCIO guidance, lifecycle planning, budgeting, and regular alignment work	98%	“Strategic engagements may include recurring alignment, technology lifecycle planning, budgeting, and virtual CIO advice.”
On-site coverageniche	on-site service when hands-on work is needed	95%	“A remote-led helpdesk is supplemented by on-site assistance for hands-on technical requirements.”
Team scaleniche	named team members, including a Level 3 Tech and vCIO	85%	“The team includes an executive virtual CIO and a senior technical specialist responsible for advanced projects and support.”
Co-managed ITniche	not_visible	0%	—

Managed IT service providers (MSPs) — sample acquisition targets

What we extract for every Managed IT service providers (MSPs) company

Independent ownership

Founder / owner involvement

Generational / family language

Succession-relevant context

Operating history

Leadership bench

Management professionalization

Workforce & scale indicators

Geographic footprint

Recurring revenue indicators

Customer base breadth

Customer tenure & retention

End-market mix

B2B orientation

Service vs product mix

Licenses & certification moat

Skilled labor bench

Visible asset base

Hiring posture

Digital-operations maturity

Managed plan structure

Help desk ops

Vendor partner badges

Security stack

Cloud practice

Vertical specialization

vCIO services

On-site coverage

Team scale

Co-managed IT

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