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Top Down Outliers

Top Down Outliers

Written by: Top Down
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Most people follow the playbook. Outliers don’t. This podcast by Top Down explores the strategies, shifts, and real-world lessons behind standout companies in IT services and B2B software, with a focus on value creation in the age of AI.Top Down Economics Leadership Management & Leadership
Episodes
  • Episode 9 of Top Down Outliers: The Art of the Exit
    Feb 28 2026

    The Art of the Exit (Episode 9) airs on Friday, February 27 at 2pm ET, co-hosted by Mark Scott and Joel Abramson. This episode features two seasoned M&A leaders in the MSP space: David Bellini, CEO and Co-founder of CyberFOX, and Stephan May, President of Eastbay Technologies Inc.. Building on last month’s strategic alternatives discussion, the conversation dives deeper into the current state of M&A across both service providers and software firms, drawing on David’s long track record from the early days at ConnectWise to private equity-backed growth, and Stephan’s roll-up and corporate development experience across multiple MSP platforms.

    Anchored by this month’s blog, “The Art of the Exit,” the panel explores the purpose behind building a business, the work/life cycle of MSP entrepreneurs, and the art and science of positioning a company for maximum exit value. The discussion also examines how the MSP industry has created thousands of bootstrapped success stories—and why PE-backed players ultimately need exits too—offering practical insight for founders and investors navigating their own next chapter.

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    1 hr
  • Episode 8 of Top Down Outliers: Exploring Strategic Alternatives in the MSP Space
    Feb 9 2026

    Exploring Strategic Alternatives in the MSP Space (Episode 8) airs on Thursday, January 29 at 3pm ET, co-hosted by Mark Scott and Joel Abramson. This episode features two standout voices from the Horizons 2025 MSP Investor Summit: Robbins Taylor, Director of Investment Banking at William Blair & Company, and Larry Walsh, CEO and Chief Analyst at Channelnomics. Building on momentum from the Summit, the conversation focuses on how MSPs, software vendors, and marketplaces are thinking about long-term strategy, capitalization, and growth as they plan for 2026.

    Anchored by this month’s blog, “Exploring Strategic Alternatives in the MSP Space,” the panel examines the three primary strategic paths available to MSP platforms, the current landscape of strategic acquirers, and whether large MSPs may begin testing IPO waters in 2026 amid growing tech market activity. The discussion also includes an update on William Blair’s influential MSP Golden Age report and fresh insights from companion mini-reports to The State of MSP Capital in the Age of AI. Designed for CEOs and boards mapping their next move, this episode provides a clear-eyed view of the options ahead in the MSP marathon of growth.

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    1 hr
  • Episode 7 of Top Down Outliers: Top Down Outliers Christmas Show
    Feb 9 2026

    Top Down Outliers Christmas Show (Episode 7) airs on Monday, December 22 at 2pm ET, co-hosted by Mark Scott and Joel Abramson. This special holiday edition features Chris Day, Founder and CEO of ScalePad. Coming off the momentum of the industry-first Top Down Horizons MSP Investor Summit, the conversation reflects on the highs and lows of 2025, key inflection points for the MSP market, and what lies ahead in 2026. The episode also checks in on portfolio companies and explores what’s on their collective wish list for the year ahead.

    The power panel is anchored by this month’s blog, “The Dawn of MSP Corporate Venture Capital,” building on insights from the Horizons research report The State of MSP Capital in the Age of AI. The discussion explores the rise of MSP platform-led venture models, the strategic rationale behind Corporate Venture Capital, and Top Down’s new CVC-as-a-Service approach. Wrapping the year with big ideas and bold predictions, this episode focuses squarely on advancing the mission of elevating the MSP industry from Main Street to Wall Street.

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    1 hr and 1 min
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