I buy owner‑operated MSPs from founders who want an exit that protects their people, their clients, and their net worth.

At Investment Holdings LLC, my focus is simple: acquire profitable managed IT service providers where the owner is ready for a real off‑ramp, not a fire sale. I look for MSPs with stable recurring revenue, loyal clients, and a founder who cares what happens after the wire hits.

My background is in finance as a Merrill wealth advisor (CPWA) with a degree in psychology. The finance side means I understand EBITDA, working capital, tax, and how to turn a business sale into long‑term wealth. The psychology side means I get that selling your MSP isn’t just a spreadsheet decision – it’s your reputation, your team, and years of your life.

When we talk about a transaction, I focus on three things:

• Clarity: Straight talk on valuation, structure, and what you actually take home after the deal.

• Continuity: Protecting key engineers, service staff, and client relationships so your MSP keeps delivering for the people who trusted you.

• Calm: A process that respects your time and the emotional weight of stepping away.

If you own a US‑based MSP doing roughly $500k–$800k in EBITDA and you’re thinking, “I don’t want to do this for another 5–10 years, but I don’t want to sell to a PE roll‑up that guts my culture,” that’s where I’m a good fit.

My goal is to be the kind of buyer I wish more MSP owners had: financially sophisticated enough to navigate a complex deal, operationally serious about keeping the business healthy, and human about the transition for you and your team.