Tag
valuation
3 posts
What Private Equity Looks for When It Buys an MSP
The scorecard a private equity platform runs on an MSP, line by line, with the published number behind each line: deal activity, size floors, recurring revenue and contract terms, margin, growth, client concentration, owner dependency, security posture, the premiums and discounts in turns of EBITDA, deal structure, and how long the process takes.
The Vertical Premium Is Real. The Proof Is Narrower Than the Pitch.
Vertically specialized MSPs charge measurably more, and the churn and speed advantages everyone claims have no published data behind them. The verified numbers, the mechanisms that remain logic, and how to run verticalization as a revenue program.
Vertical Specialization Is the Cheapest Multiple Expansion Available
Healthcare, legal, and financial-services MSPs command valuation premiums. How to verticalize an existing generalist book without rebuilding delivery.