Excendio Advisors
Excendio Advisors focuses on IT Services and selected software areas, offering sell-side M&A advisory services and a process supported by its proprietary ITechQUITY platform.
What stands out about Excendio Advisors
Excendio Advisors publicly focuses on sell-side M&A advisory for IT services and selected software businesses, including sellers with revenues in the $5 million to $150 million range. Its stated process covers preparation, buyer outreach, proposal analysis, negotiation, diligence coordination and closing assistance.[1][2][3][4][7]
What does Excendio Advisors do?
Excendio Advisors is a middle-market M&A advisory firm focused exclusively on IT Services and selected Software areas. Its public positioning is centered on advising IT businesses and their owners in M&A transactions.
The firm states that its focus includes sellers with revenues in the $5 million to $150 million range. The official Privacy Policy identifies Excendio Advisors as the policy counterparty and provides a Grand Rapids, Michigan mailing address.[1][4][7]
Excendio’s sell-side process includes company analysis and planning, preparation of a confidential information memorandum and data room, buyer identification, confidential marketing, proposal analysis, negotiation support, due diligence coordination, final negotiations and closing assistance.
Excendio states that it does not charge retainers or marketing fees and gets paid when a transaction closes. The exact success-fee formula, expenses and other engagement terms are not established by these statements.[2][3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
Published criteria: Excendio states that its focus includes sellers with revenues in the $5 million to $150 million range.[4]
What should a business owner evaluate before hiring Excendio Advisors?
An owner evaluating Excendio should clarify the exact success-fee formula, expense policy, exclusivity period and tail period because the official transactions page does not publish fee percentages, minimum fees or detailed engagement economics. The firm states that it does not charge retainers or marketing fees and gets paid when a transaction closes, but those statements do not establish the complete economic terms of an engagement.
The owner should also identify the contracting legal entity, confirm applicable firm-level regulatory registrations or exemptions, and understand how conflicts are handled when the firm approaches buyers. Excendio states that the senior advisor responsible for the engagement conducts buyer and seller interactions, so the proposed senior advisor’s role and continuing involvement should be clarified.[3][4][7]
What is the exact success-fee formula, minimum fee, expense policy, exclusivity period and tail period
Which legal entity contracts with the seller, and what firm-level regulatory registrations or exemptions apply
How are conflicts handled when approaching strategic buyers or private-equity-backed platforms
What size transactions and clients does Excendio Advisors focus on?
Excendio publicly lists IT infrastructure services, managed service providers, systems integrators, value-added resellers, cloud providers and internet service providers as focus areas. It also lists IT applications and selected software areas.
The selected software and applications described in the firm’s public positioning include areas such as ERP, CRM, digital transformation, app development, staffing, mobile, security, monitoring, data integration and big data.[1]
Excendio announced that Lockstep Technology Group joined forces with Ocean Computer Group on March 5, 2026, and stated that it served as Ocean Computer Group’s exclusive financial advisor.
An official Excendio transaction presentation identifies Focus Technology’s acquisition of Converged Technology Group, announced in August 2025, and states that Excendio served as Converged Technology Group’s exclusive financial advisor.
The same presentation identifies CyberlinkASP’s acquisition of the MSP division of Cosentus, announced in January 2025, with Excendio serving as Cosentus’ exclusive financial advisor. It also identifies Cyber Advisors’ acquisition of eDot, announced in November 2024, with Excendio serving as eDot’s exclusive financial advisor.[5][6]
The firm’s stated transaction focus is sell-side M&A advisory. Its process covers preparation, confidential buyer outreach, proposal analysis, negotiation support, diligence coordination and closing assistance.
Excendio also states that its proprietary ITechQUITY platform contains transaction and buyer intelligence used to support IT M&A processes.[2]
What does Excendio Advisors publicly disclose about fees, process and engagement terms?
The official Excendio transactions page does not publish transaction values, consideration terms, fee percentages, minimum fees or detailed engagement economics on that page.
The official Excendio Privacy Policy does not state a broker-dealer registration, investment-adviser registration, securities license or other firm-level regulatory authorization. These matters should be verified directly before engagement.[4][7]
The official website presents Excendio Advisors as an M&A advisory firm and identifies Excendio Advisors as the counterparty in its Privacy Policy. That Privacy Policy does not state a broker-dealer registration, investment-adviser registration, securities license or other firm-level regulatory authorization.[7]
Excendio states that all buyer and seller interactions are conducted by the senior advisor responsible for the engagement. Its stated process also includes customized preparation, confidential marketing, buyer identification, proposal analysis, negotiation support, diligence coordination and closing assistance.
The firm’s proprietary ITechQUITY platform is described as containing transaction and buyer intelligence used to support IT M&A processes.[2][3]
Questions to ask before hiring Excendio Advisors
What is the exact success-fee formula, minimum fee, expense policy, exclusivity period and tail period?
Which legal entity contracts with the seller, and what firm-level regulatory registrations or exemptions apply?
How are conflicts handled when approaching strategic buyers or private-equity-backed platforms?
Which senior advisor will lead the engagement, and what will that advisor's involvement be through the process?
Can the firm provide anonymized valuation ranges, buyer-process statistics, references from comparable IT services or software sellers, and details of its role in each proposed buyer contact?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Public disclosure information
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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