Gui Carlos, CFA — MSP/MSSP M&A Advisor

Gui Carlos

CFA Charterholder  •  Principal, MSP/MSSP M&A Advisory

Why MSP/MSSP M&A?

I focus exclusively on MSP and MSSP mergers and acquisitions because this sector requires a unique blend of technology acumen, recurring revenue expertise, and deep channel relationships.

Most M&A advisors treat MSPs like any other IT services business. But MSPs aren't just IT services — they're subscription-based, technology-enabled businesses with unique value drivers: MRR quality, customer retention, stack consolidation, NOC/SOC maturity, and vertical specialization.

I've spent my career in technology M&A and SaaS businesses, working across international markets. I understand how institutional buyers evaluate recurring revenue models, and I know what separates a 6x EBITDA deal from a 12x+ EBITDA deal.

Credentials & Background

CFA Charterholder

Chartered Financial Analyst designation, recognized globally as the gold standard in investment analysis and portfolio management. This rigorous program includes advanced valuation, financial analysis, and ethics training.

International Technology M&A

Career spanning SaaS, recurring revenue businesses, and technology transactions across multiple markets. Experience includes sell-side advisory, buy-side search, and strategic positioning for venture-backed and founder-owned companies.

Brazil SaaS Track Record

Advised high-growth SaaS and recurring revenue companies in Brazil through successful exit processes, building deep expertise in subscription business valuation and international buyer dynamics.

Walden Mergers & Acquisitions

I'm a Principal at Walden Mergers & Acquisitions, a trusted Atlanta-based M&A advisory firm with a 30+ year track record since 1991.

Walden provides the institutional backing, compliance infrastructure, and deal process expertise that MSP owners and PE firms expect from a professional advisor. This includes access to proven transaction frameworks, legal support networks, and decades of market relationships.

My MSP/MSSP practice operates as a specialized vertical within Walden, combining the firm's established reputation with my sector-specific focus and AI-powered market intelligence tools.

AI-Powered Intelligence

I leverage advanced AI tools to deliver market intelligence, buyer research, and deal flow insights that typically require a 5-person team.

This technology advantage allows me to provide institutional-grade research and positioning work while maintaining the responsiveness and personal attention of a boutique advisor.

Let's Talk About Your MSP

Whether you're exploring an exit or building an acquisition pipeline, I'd be happy to discuss your situation confidentially.