BizAdvisoryBoard.com

Paul Daigle is the Senior Managing Partner of BizAdvisoryBoard. He spent more than 25 years as an MSP owner-operator, building, scaling, and exiting technology services businesses firsthand before moving into advisory work. He has completed 8 of his own mergers and acquisitions and has advised on more than 700 transactions from both the buy and sell side.Paul has served on 23 private and public boards, acting as chairman for 7 of them including a New York-based private equity firm, and has managed and advised on more than $1 billion in assets across the IT services and managed services ecosystem. He has advised MSP organizations through every phase of the growth cycle: operational stand-up, turnaround, scaling, capital acquisition, private equity preparation, and strategic exit.Paul is the creator of the MSP Business Evaluator and Accelerator, a self-serve benchmarking and valuation tool used by more than 10,000 organizations across the managed services, private equity, and capital markets communities. He also created the MSP Business Growth Marketplace, the MSP Strategic Operating Budget Framework, and the $100 Million MSP Scaling Roadmap. Paul is the publisher of MSP Executive Intelligence, a weekly LinkedIn newsletter reaching more than 1.8 million documented monthly touchpoints across the managed services and IT channel community.He is a regular speaker at major MSP industry events, most recently presenting at MSP Expo 2026 on operational excellence and AI-driven performance in the managed services business.

CBRF

Rosana Filingeri is a high-impact go-to-market advisor, executive strategist, and coach specializing in fractional executive leadership and commercial growth. Known for her commitment to Human-Centric Selling, she helps organizations scale by prioritizing genuine human connection and relationship-driven methodologies over automated processes.Most recently, Rosana led a prominent cybersecurity firm through a successful acquisition. Following this landmark achievement, she codified her commercial expertise into the Relationship Sales Method, which she now uses to advise executive teams and drive high-velocity growth. Her corporate track record includes leading sales organizations as Vice President of Sales at CyberMaxx, as well as executing strategic commercial roles at Cybersafe and Gartner.

Cogent Growth Partners, LLC

Expert in Technology Services, Business Growth, and M&AGeorge Sierchio is an entrepreneurial veteran with over 30 years of experience owning and operating successful technology services and business consulting companies. He is also an author, speaker, consultant, and advisor to owners of IT services companies, providing guidance on profitability, business growth, and mergers and acquisitions.In the M&A field, Mr. Sierchio has 20 years’ experience including serving for the past 15 years as EVP and Senior Partner at Cogent Growth Partners, LLC. In that role, he has developed substantial expertise in growth strategy, acquisition targeting and evaluation, valuation, due diligence, deal structure, agreement development and negotiation, and corporate governance.He has analyzed and valued hundreds of IT businesses and has advised through closing on more than 60 buy-side, sell-side, and merger transactions involving managed services, cloud services, cybersecurity, and IT consulting companies.

Enilram Creative Solutions

Marline Paul spends her days doing something many people wish someone had done for them years ago: making AI make sense. Shes the Founder & CEO of Enilram Creative Solutions™, and the creator of the 3T Framework™, a simple three-step approach thats helped over 200 entrepreneurs move from AI-overwhelmed to actually using it.Before AI, Marline spent 17 years in the classroom, which turned out to be the best training possible for breaking down complicated topics for people who dont want the jargon; they just want to know what to do. Shes trained over 1,600 professionals, and her recent work includes a hands-on AI workshop for the City of Boynton Beachs Entrepreneurship Academy and an ongoing AI series with SCORE Broward.Marline is a 2025 SCORE Broward Double Gold Award Winner, a Goldman Sachs One Million Black Women Cohort 6 alumna, and a certified Woman-Owned Small Business. She hosts the annual Get Equipped AI Summit™ in Fort Lauderdale, Florida, and is currently watching the AI compliance landscape shift in real time, right alongside the business owners she works with.

IgniteTech

Eric Vaughan leads three enterprise software companies under common ownership: IgniteTech and Khoros serving global enterprises, and GFI Software serving the SMB channel. He is also the CEO behind one of the most documented AI transformations in the industry.Vaughan led IgniteTech from an AI First pivot in early 2023 to what he now calls AI DNA: a company where every role, every hire and every product decision is built around AI. After a full year of investment in training, tools and dedicated learning time, he transitioned roughly 80% of the workforce over five quarters and rebuilt the company around people who believed AI would change how the work gets done.The proof points followed. IgniteTech has shipped multiple net-new AI products from scratch, including MyPersonas®, Eloquens® AI and Adminio™ AI. Following the 2025 acquisition of Khoros, he led the launch of Aurora AI for community and Iris® AI for brand care, both rebuilt AI-native rather than bolted on. At GFI Software, he shipped GFI AppManager™ AI, RADAR™ AI and six new AI features in 2025, then convened the top global distributors in Milan to align the partner network around AI-first growth.Vaughan started his career as a software developer and bought his first software company, not the other way around. Over the past 30 years, he has founded three enterprise software companies and executed more than 40 acquisitions. He is a frequent contributor to Fortune, the Wall Street Journal, Chief Executive, CIO, SUCCESS and others, and he has served as a keynote speaker at the Financial Times Future of AI Summit, GenAI Expo, CES, Imagine AI Live and the CEO Summit Atlanta.

ITPartners+

Kevin Damghani is a dynamic leader and visionary in the IT-managed services industry. As the Founder and CEO of ITPartners+, he has successfully navigated the company to operate in 39 states and counting. But what truly sets Kevin apart is his unwavering commitment to people. He believes in the power of technology to make a positive impact on lives and businesses.One of the ways ITPartners+ puts positive impact into action is through continued partnership with the New Generation Healing & Empowerment Centre in Uganda, which facilitates education for young mothers and their children to address long term systemic change.Kevins expertise extends beyond leadership and into the realm of growth through strategic acquisitions. He continues to successfully grow ITPartners+ through M&A, with 7 transactions completed. These deals provide MSP owners with unique opportunities to merge, retain ownership, and become part of something larger. His approach removes many of the headaches associated with ownership, allowing businesses to focus on what they do best.Kevins journey is a testament to the power of strategic growth and the potential of the MSP industry.

Kernan Consulting

James Kernan – M&A Broker at Kernan ConsultingJames Kernan is a seasoned M&A Broker and business strategist with over two decades of experience helping technology companies grow, scale, and successfully transition through mergers and acquisitions. As a principal at Kernan Consulting, James specializes in guiding managed service providers (MSPs), VARs, and IT services firms through the complex process of buying, selling, and integrating businesses. Known for his strategic insight and results-driven approach, he has facilitated hundreds of millions of dollars in successful transactions, helping business owners maximize value while ensuring cultural and operational fit.James began his career in executive sales and built a successful MSP before founding Kernan Consulting. Drawing from this firsthand experience, he offers practical, actionable guidance that resonates with entrepreneurs. Beyond deal-making, James is a respected coach, speaker, and author, widely recognized for his ability to turn vision into results. His deep network, industry knowledge, and personalized approach have earned him a trusted reputation across the IT services landscape.Whether working with first-time sellers or seasoned acquirers, James brings integrity, transparency, and dedication to every engagement. He remains passionate about helping entrepreneurs unlock the full value of their businesses while planning for long-term success and legacy.

LDK Advisory Services

Anita Nielsen is President of LDK Advisory Services and best-selling author of Beat the Bots: How Your Humanity Can Future-Proof Your Tech Sales Career. She has spent nearly three decades working for and with MSPs, across IT strategy consulting, program and change management, sales, sales enablement, and large deal pursuit leadership.In 2014 she founded LDK Advisory Services, where the majority of her work has been with MSPs: building the pre-sales engagement models that win their largest deals, standing up infrastructure optimization and digital transformation practices, and elevating transactional sellers into consultative sales professionals who lead business-outcome conversations. Key achievements include driving a 70 percent year-over-year revenue increase for an MSP client and leading the pursuits that landed the two largest TCV contracts in that companys history.A sought-after thought leader in B2B sales, Anita has served as a LinkedIn Sales Insider and a Salesforce Top Sales Influencer. She is also a sales coach for Harvard Business Schools Entrepreneurial Sales program and the sales subject matter expert for the U.S. Small Business Administrations T.H.R.I.V.E. program.

Our Future Proof Team

Ron Szpatura is the Founder of Our Future Proof Team and a business-growth strategist and speaker. After experiencing firsthand the cost of being on the wrong side of technological change, Ron now helps leaders use AI with practical accountability—turning customer reactivation, follow-up, and workflow improvement into measurable results. He speaks to owners and leaders about getting on the right side of change while preserving human connection.

StorMagic

Susan Odle was appointed as CEO and member of the board of directors in 2025, to accelerate StorMagic’s innovation execution and to drive significant growth. She previously served as StorMagic’s chief growth officer, leading all-company initiatives resulting in 600% growth in qualified pipeline, increasing the average sale value, securing a strategic OEM agreement and expanding StorMagic’s market through net new customer acquisition and engagement. With over 25 years of experience in frontline and executive leadership, Susan has a distinguished and diverse technologies background across sales, channels, technical professional services and operations. She is the author of the business strategy book, “Successful Change”. Before joining StorMagic, she served as founder and CEO of 8020CS, COO of BDO Lixar and VP of operations at GFI Software and Youi.TV. Susan has been recognized as Data Technology CEO of the Year, CRN Best Channel Visionary of the Year and one of The Software Report’s Top 50 Women in SaaS.

Tech Pro Marketing

Nate Freedman is the Founder and CEO of Tech Pro Marketing, an organization dedicated exclusively to helping managed service providers generate leads, win clients, and grow their businesses. Since 2009, Nate has worked in digital marketing and has spent more than a decade focused on the MSP channel, helping hundreds of MSPs improve their marketing, sales processes, and business development strategies.Under Nates leadership, Tech Pro Marketing has become one of the fastest-growing marketing companies serving the MSP industry, earning a place on the Inc. 5000 list in 2024, 2025 and 2026.A frequent speaker, author, and educator in the MSP community, Nate is known for delivering practical, real-world strategies that MSPs can implement immediately to generate more opportunities and accelerate growth. His teams have helped MSPs generate tens of thousands of sales opportunities, and he regularly shares insights on marketing, lead generation, AI, sales, and business growth through industry publications, webinars, workshops, and events.

The Host Broker

Hartland Ross is the Founder and President of eBridge Marketing Solutions and The Host Broker, where he has spent more than two decades helping managed service providers (MSPs), hosting companies, and IT service businesses achieve sustainable growth through strategic marketing and mergers and acquisitions.Since founding eBridge Marketing Solutions, Hartland has worked exclusively with B2B technology companies, helping hundreds of organizations improve customer acquisition, strengthen market positioning, and accelerate growth. As demand grew from clients seeking acquisition opportunities and exit planning, he launched The Host Broker, a specialized M&A advisory firm focused exclusively on MSPs, hosting providers, and IT service businesses.Drawing on experience from hundreds of acquisitions and years of working alongside MSP owners, Hartland is a recognized industry thought leader on MSP valuation, growth strategies, and exit planning. His presentations combine real-world market insights with practical, actionable advice that helps business owners build stronger, more profitable, and more valuable companies.

Viirtue

Daniel Rosenrauch is the CEO of Viirtue, a channel-first white-label UCaaS and AI voice platform serving MSPs, IT service providers, and telecom resellers across North America. Dan works directly with MSP owners on the practical realities of bringing AI into client environments, including the governance, data-handling, and accountability questions that come with deploying automated systems at scale. He speaks regularly at industry events and in trade press on channel growth, AI adoption, and how smaller MSPs can credibly position themselves as the Trusted AI Advisor to their clients. As moderator of this panel, Dan brings an operators lens to a fast-moving regulatory conversation. He is based in St. Petersburg, Florida.

Work-Smart AI LLC

Ignacio Lopez is the founder of Work-Smart.ai, where he works as a Fractional Head of AI for family offices, multi-family offices and wealth management firms. He describes the role plainly: firms used to need an IT person to manage servers, printers and laptops, and now they need someone to manage their AI infrastructure.He has sat on both sides of the audit. He started at KPMG as a SOX auditor doing data privacy work for public companies, which is where he learned what compliance actually asks for, what evidence a firm has to produce, and what happens when it cannot. He then moved inside the bank as an information risk manager at JP Morgan, where a great deal of the work was against Central Bank of Argentina regulation. He later worked in a Silicon Valley innovation lab and led product at a global IT software company.His practice is deliberately narrow. He builds deterministic engines for anything that has to be numerically correct and uses AI to review, flag and route work to a human, never to calculate. Every engagement begins with a data assessment, because the data flow is always broken before the AI is.He studied computer science, is a three-time founder, is based in Miami, and presents in English and neutral LatAm Spanish.