Platform & Add-On Integration for IT Services & MSPs Independent Sponsors
When the deal is IT services and MSPs and the question is Platform & Add-On Integration, the structure decisions in the first 30 days outlast the next five years. This is where Jason Powell works.
An independent sponsor closing IT services and MSPs transactions in the $8M to $100M EV range has a defined set of moves at the Platform & Add-On Integration stage. Most of them are not in a generic M&A textbook.
The typical IT services and MSPs platform sits at $8M to $100M EV with EBITDA in the $2M to $18M range. The thesis runs on MSP platform with regional or vertical-specific bolt-ons. An MSP at 70% recurring revenue trades at one multiple, at 90% trades at a different one. The mix is the deal.
How Platform & Add-On Integration actually gets structured.
Plan integration sequencing in the 100-day plan, with clear go-live dates.
Map customer contracts, vendor relationships, and employee benefits for transfer.
Update the platform's operating agreement to reflect new add-on equity and governance.
Coordinate insurance program consolidation across platform and add-on entities.
In IT services and MSPs, layer in MSA assignment review with carve-outs noted as part of the Platform & Add-On Integration workstream.
Leaving the add-on as a parallel entity. The synergies live in the integration, not the addition.
"Integration is when the multiple actually expands. Plan it as a deal, not an aftermath."Jason Powell · Platform & Add-On Integration
The deal is one thing. The capital that opens up after close is another.
Refinancing, recaps, growth rounds, and the right strategic conversation eighteen months early are all downstream of relationships that take years to build and minutes to use.
Related deal pages.
Transaction Fee Structuring for IT Services & MSPs
The fee paid at closing to the independent sponsor for sourcing, structuring, and closing the platform deal a…
Working Capital Adjustments for IT Services & MSPs
The closing-date true-up that protects the buyer from receiving a business stripped of normal-course working …
Representation & Warranty Insurance for IT Services & MSPs
A buyer-side insurance product covering breach of seller representations, reducing seller escrow and indemnit…
Indemnification for IT Services & MSPs
The seller's contractual promise to compensate the buyer for breaches of representations, covenants, and spec…
Platform & Add-On Integration for Healthcare Services
roll-up of physician practices and ancillary service lines
Platform & Add-On Integration for Home Services
regional roll-ups of HVAC, plumbing, and electrical operators
Bring the IT services and MSPs deal. Get Platform & Add-On Integration done right.
Direct counsel from a securities and M&A attorney with billions in structured transactions, the independent-sponsor-native playbook, and the capital markets network that opens up post-close.