The MSP M&A Playbook
A framework for evaluating, consolidating, and integrating acquired environments
Mergers and acquisitions (M&A) activity in the MSP space is expected to grow another 16 percent in 2026. Whether you are preparing to close a deal or working to stabilize one you already have, what happens to the inherited tech stack, security posture, and operational model will determine whether the acquisition accelerates or strains your business.
This playbook gives you a structured framework and a 15-category evaluation checklist for assessing any acquisition, before you sign or after you close.
Inside, you’ll find:
- A section-by-section evaluation checklist covering tech stack alignment, security hygiene, compliance obligations, talent risk, operational maturity, commercial fit, and integration readiness
- Scoring guidance so you know which categories represent low, moderate, or high risk
- Three red-flag categories that require immediate attention regardless of overall score