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Sept 28-30, 2026
Loews Royal PacificOrlando, FL

2026 Agenda

Beyond the Trillion: Decoding the Investment Playbook Transforming the MSP Economy

Mark Scott  (General Partner, Top Down Ventures)
Andy Johnston  (Managing Director, Houlihan Lokey)
Jonathan Bohrer  (Global President, Abacus)
David Raffo  (Sr. Conference Editor & Community Manager, Informa Connect)
Robert DeMarzo  (Vice President, Channel Events, Channel Partners)
Location: Keynote Room, Oceana Grand Ballroom 6
Date: Wednesday, September 30
Time: 9:55 am - 10:15 am
Pass Type: Expo + Keynote Pass, Summit Pass
Session Type: Keynote
Vault Recording: TBD

The managed services market is racing toward the trillion-dollar threshold, with a wide range of investors and private equity players taking notice in a massive way. But as the channel crosses this historic milestone, the real story isn't just about size—it's about the fundamental transformation of how MSPs and their key suppliers are valued, funded, and scaled. This marquee keynote assembles the architects of this revolution to reveal what's driving the most significant capital influx in channel history.

Join an elite panel of institutional investors, SaaS visionaries, and a PE-backed MSP executive leading a multi-acquisition growth strategy as they decode the investment thesis reshaping our industry. This is your opportunity to understand the mechanics behind the headlines: why sophisticated capital is betting big on the channel, what separates acquisition targets from also-rans, and how the consolidation wave is redefining competitive advantage.

You'll gain exclusive insights on:

  • The Capital Tsunami: What's fueling the unprecedented flow of institutional money into MSPs, and suppliers reliant on this channel and why the investment appetite continues to accelerate
  • Valuation Alchemy: The evolving metrics, multiples, and business model characteristics that command premium valuations in today's market
  • The Platform Play: How investors are simultaneously backing MSPs and the SaaS infrastructure that powers them—and why this dual strategy matters
  • Growth Through Acquisition: Real-world intelligence from an MSP executive executing a PE-backed roll-up strategy—the integration playbook, cultural challenges, and value creation levers
  • The 2026 Landscape: Where the market is headed as consolidation intensifies, what the next wave of investment will target, and how emerging MSPs can compete against well-capitalized rivals

Whether you're contemplating your exit strategy, defending market position against PE-backed competitors, exploring acquisition opportunities, or looking for well-financed and vetted partners, this session provides the strategic intelligence to navigate the new channel reality.

The trillion-dollar MSP economy is here. Understanding who's funding it—and why—is no longer optional.