Founders rarely get a flashing “SELL NOW” sign. In this conversation, Mike, Ryan, and Matt unpack the practical signals that it may be time to explore an exit or merger. From wearing too many hats and stalled scale to outside capital needs, shifting life priorities,...
Q4 often turns into a deal sprint as buyers try to deploy capital and sellers weigh tax timing and clean year end cutovers. The team lays out a realistic path: most deals need ~90 days post-LOI. We offer a framework for deciding whether to close...
Founders face three real paths: grow organically, buy growth via M&A, or grow to sell. We compare time-to-impact, leadership bandwidth, capital needs, and integration load, and show how each choice affects valuation levers like margin quality, recurring revenue, and concentration risk....
EPISODE 232:...
EPISODE 231. The team demystifies EBITDA multiple arbitrage for IT services leaders! Talking what it is, why it works, and how to capture the upside without stepping on landmines....
EPISODE 230. This Shoot the Moon episode defines the real-world differences between a boutique M&A advisor and a middle-market investment bank, specifically for IT services founders. The team explains where banks shine (IPOs, capital raises, complex financings) versus where operator-led advisors excel (industry specialization, targeted...
EPISODE 229. We’re diving into a topic we’ve preached for decades but is showing up big-time in recent calls: vertical market focus as a key value driver in M&A. It’s not just PE firms chasing verticalized platforms anymore — strategics are dialing in too. From...
Ryan, Matt and Mike from Revenue Rocket discussed with Kevin Lancaster, CEO of Kevin Lancaster the rapid advancements in AI technology and its significant impact on the managed service provider (MSP) industry. Kevin shared insights from his company's Channel Program platform, which provides MSPs with...
This episode of Shoot the Moon explores the emotional and practical challenges sellers face during the M&A process. Matt Lockhart and Ryan Barnett discuss why sellers often experience “cold feet,” what triggers uncertainty, and how advisors can guide them through preparation, diligence, and negotiation. The...
When one client makes (or breaks) your tech-services firm, is it a golden goose or a grenade? In this Shoot the Moon episode, Mike, Ryan, and Matt unpack the high-stakes world of customer-concentrated M&A: red-flag myths vs. revenue rocket fuel, how strategics turn “50% with...