Deal Sourcing & Origination

Proprietary access to founder-owned IT VARs, MSPs, and CX technology businesses across the United States. We leverage a deep industry Rolodex, built over decades at BellSouth, Avaya, Presidio, and in the field, to surface off-market opportunities your competitors won’t see.

Most of the best businesses in tech-enabled services never reach a banker. They are founder-owned, quietly profitable, and approached constantly, but they only engage when the outreach comes from someone who genuinely understands their business.

Our principal spent decades operating inside this ecosystem: at BellSouth, Avaya, Presidio, and as the co-founder of a communications and contact center solutions firm. That history translates into direct, credible access to founder-owned IT value-added resellers, managed service providers, and CX technology businesses across the United States.

For PE sponsors and family offices, that means a sourcing channel built on relationships rather than databases: off-market conversations, warm introductions, and founders who pick up the phone.

· Proprietary target identification and mapping in IT VAR, MSP, and CX services
· Founder-to-founder outreach and relationship development
· Off-market opportunity qualification before you commit diligence resources

Diligence & Transaction Support

Hands-on buy-side diligence across commercial, operational, and technology workstreams. We bring genuine operator fluency in contact center, unified communications, cloud platforms, and managed services, so we know what questions to ask and what risk looks like.

Financial diligence tells you what a business earned. Operator diligence tells you why, and whether it will keep earning it after close.

We work alongside your deal team across commercial, operational, and technology workstreams, bringing genuine operator fluency in contact center platforms (including Genesys, NICE, and Five9), unified communications, cloud infrastructure, and managed services.

Because our principal has run these businesses and sold one, we know which contracts actually renew, where service margins hide risk, how vendor relationships behave through a transition, and what customer concentration really means in this sector.

· Commercial and operational diligence support alongside your deal team
· Technology stack and platform assessment (CCaaS, UCaaS, cloud, managed services)
· Risk identification informed by operating experience, not just checklists

Platform & Add-On Strategy

Strategic advisory for roll-up and platform build strategies in tech-enabled services. As a former founder who sold to private equity and subsequently led a PE-backed platform, we help sponsors structure pipelines, align founder incentives, and execute the add-on thesis with credibility.

Roll-up theses in tech-enabled services succeed or fail on two things: the quality of the pipeline and the willingness of founders to join it.

Our principal has lived the full arc: co-founding Light Networks, selling it to private equity in 2021, and then serving as an executive at Verinext, the PE-backed platform formed by the merger of Anexinet and Veristor. That experience sits on both sides of every add-on conversation.

We help sponsors design platform strategies that founders actually want to be part of: structuring pipelines, sequencing add-ons, aligning founder incentives through the transition, and executing the thesis with the credibility of someone who has done it.

· Platform thesis development and add-on pipeline design
· Founder incentive alignment and transition structuring
· Post-acquisition integration perspective from a former platform executive

Next Step

Evaluating a deal or building a platform?

We’d welcome an introductory conversation, or send us a note to request the capabilities deck.

Schedule a Conversation