This agency specializes in research, consulting, and creative services for B2B software, healthcare technology, and legal services. Founded in 2011, the company uses qualitative and quantitative research to develop a deep understanding of end-customer needs, priorities, pain points, and decision drivers, then translates those insights into consulting recommendations, training, messaging, sales enablement, and creative execution. This integrated research-to-execution model creates natural cross-sell opportunities and helps embed the firm deeply within client organizations. Revenue is approximately evenly split between retainer and project-based engagements, with many project relationships extending for 10+ years. Growth is driven primarily through repeat business, referrals, and long-standing senior client relationships, supported by consistently high customer satisfaction and an established leadership team beneath the founder.
📍 U.S.-based firm with North American presence
💼 Diverse B2B client base in tech and healthcare
📈 $3.44M TTM Revenue | $1.13M Adjusted EBITDA
🤝 18 W-2 employees, supplemented by 4 contractors
🔁 Revenue evenly split between retainer and project
⭐ 94% YTD customer satisfaction, with annual scores consistently above 90%
Revenue
EBITDA
Multiple
Employees
