M&A Consulting Support
Hand-Holding Guidance for Buyers and Sellers
M&As can feel complex. We make it clear, strategic, and actionable. From target sourcing to deal support, we walk with you every step of the way.
The U.S. is the most dynamic market, accounting for more than half of the global deal value in 2024 and approximately 72% in September 2025.
– Statista
Why Work with Marketopia
23 years of MSP and IT channel consulting experience at the leadership level
Access to Marketopia’s industry-leading MSP database for precise targeting
Inbound and outbound programs that uncover real opportunities
Practical deal coaching from first outreach through closing
Buyer Services
We help buyers identify, contact, and qualify MSP targets quickly and intelligently.
What We Do:
Define strategy, criteria, and target profile
Manage replies, gather information, and qualify fit
Build target lists using Marketopia’s MSP database
Hand off warm, qualified opportunities to your team
Run targeted inbound and outbound marketing
Buyer Services
Deliverables
- Target list and pipeline tracker
- Outreach messaging and campaign plan
- Call and email follow-up guidance
- First-pass qualification notes and handoff package
Buyer Services
Deliverables
- Target list and pipeline tracker
- Outreach messaging and campaign plan
- Call and email follow-up guidance
- First-pass qualification notes and handoff package
Buyer Services
How We Charge
- Hourly blocks or fixed project packages for consulting and marketing activities
- Simple scope with timelines, deliverables, and reporting
Seller Services
We help MSP owners prepare for a strong exit and connect with serious buyers.
What We Do:
Position your business for maximum appeal
Create a curated buyer list and outreach plan
Coordinate NDAs and initial information requests
Support diligence and deal negotiation
Seller Services
Deliverables
- Readiness checklist and positioning brief
- Teaser and management narrative
- Buyer list and outreach tracker
- Diligence preparation and coordination support
Seller Services
Deliverables
- Readiness checklist and positioning brief
- Teaser and management narrative
- Buyer list and outreach tracker
- Diligence preparation and coordination support
Inbound & Outbound Engine
Inbound
Content, webinar invites, landing pages, and paid campaigns that attract interested buyers or sellers
Outbound
Research-led email sequences, phone outreach, and direct mail to the right targets at the right time
Data
Marketopia’s database increases match quality and reduces time to first conversation
Fees & Engagement Structure
Buy-side Representation
- Model: Hourly blocks or fixed project packages for consulting and marketing
- Includes: Strategy, list development, multichannel outreach, response handling, first-pass qualification, and warm introductions
Sell-side Representation
- Model: Success fee aligned to the Lehman Formula
- 5% of the first $1M
- 4% of the second $1M
- 3% of the third $1M
- 2% of the fourth $1M
- 1% of any amount above $4M
- Example: A $5M transaction equals a $150,000 success fee.
- Transparency: Minimums and out-of-pocket costs are scoped in writing before work begins.
Why It Matters
Our involvement often results in higher sale prices and smoother negotiations that more than cover our fee. This isn’t just an expense; it’s an investment that typically delivers a stronger valuation, less stress throughout the process, and a more successful exit. We position your business to attract serious, qualified buyers and negotiate the best possible outcome.
Frequently Asked Questions
Do you only work with MSPs and IT service providers?
Yes. Our database, outreach, and experience are focused on MSPs and related IT service firms.
How fast can you surface opportunities?
Speed depends on criteria and market conditions. Many buyers see warm conversations start within weeks.
Can you help with integration planning?
Yes. We outline day-one priorities and provide guidance on the first 90 days.
Will you work with our legal and financial teams?
Yes. We coordinate with your counsel and advisors to keep momentum and clarity.
Do you only work with MSPs and IT service providers?
Yes. Our database, outreach, and experience are focused on MSPs and related IT service firms.
How fast can you surface opportunities?
Speed depends on criteria and market conditions. Many buyers see warm conversations start within weeks.
Can you help with integration planning?
Yes. We outline day-one priorities and provide guidance on the first 90 days.
Will you work with our legal and financial teams?
Yes. We coordinate with your counsel and advisors to keep momentum and clarity.
Start Your M&A Journey
Whether you want to buy or sell, we will help you move confidently through the process.
