(01)EngagementOverview

Strategic buyer acquires Sky Marketing Consultants for growth.

Founded in 2014, Sky Marketing Consultants is a Midwest-based agency that specializes in marketing support for financial services clients, including wealth management firms and financial institutions. The agency provides strategic marketing services, including recruitment marketing, client messaging, digital marketing, and collateral development. With a team of experts experienced in financial services platforms and databases, Sky Marketing has developed long-term relationships with large financial institutions and wealth management clients, which make up the majority of their revenue. The agency is focused on organic growth and is seeking a strategic partner to scale their business while maintaining its high level of service and cultural values.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Digital Product & Web Development, SEO, Paid Media & Lead Generation
  • Buyer Type Private Equity
  • Deal Size $5M-$10M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside TheEnterprise

Who Is Sky Marketing Consultants?

Sky Marketing Consultants is a full-service marketing agency specializing in the financial services and wealth management sectors. The agency’s primary service offering revolves around a comprehensive marketing strategy that includes branding, client acquisition, retention, and recruitment marketing. The team is skilled at delivering high-quality marketing materials, including print collateral, social media content, videos, and more. With a 90% retainer-based revenue model, the agency has built a strong foundation with long-term clients, focusing on delivering ongoing value. Sky Marketing Consultants also has a team of in-house media experts who handle campaigns that include geo-fencing, event sponsorships, lead generation, and paid media. The agency’s deep expertise in the financial sector allows it to cater to both B2B and B2C clients, with a significant portion of its business coming from referrals and inbound marketing.

(03)Founder'sMotive

The Why Behind The Sale

The founders of Sky Marketing Consultants are seeking a strategic partner to help them scale their rapidly growing business. While the agency has achieved organic growth and developed a strong reputation in the financial services sector, the founders are looking for additional leadership, resources, and expertise to expand their reach. They want to transition out of day-to-day operations while ensuring the agency’s continued success and maintaining its core values. The founders are committed to a smooth transition and are eager to work with a partner who shares their vision for growth.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The ideal acquisition partner for Sky Marketing Consultants is one that understands the financial services marketing space and can provide the strategic and operational support necessary to accelerate growth. The agency’s focus on retention-based revenue and strong client relationships makes it an attractive target for firms looking to expand their footprint in the financial sector. The right partner would help streamline operations, implement an outbound sales strategy, and expand the agency’s reach into new markets such as accounting, insurance, healthcare, and law, while maintaining the agency’s strong cultural values.

(05)Setting the Stage

Preparing Sky Marketing Consultants for Acquisition

Sky Marketing Consultants has built a solid foundation with a 90% retainer-based revenue model, ensuring consistent cash flow and a loyal client base. Merge positioned the agency as an attractive acquisition target by emphasizing its high profit margin (41%) and strong revenue growth, which has steadily increased year-over-year. The agency’s client base, consisting largely of high-value, long-term relationships, further demonstrated its stability and growth potential. With a focused strategy and experienced leadership team, Sky Marketing was positioned to scale further with the right strategic partner.

(06)Attracting Suitors

Strategic Marketing of Sky Marketing Consultants for Acquisition

Merge highlighted Sky Marketing’s strong financials, its 90% retainer revenue model, and the long-term relationships it has built with top-tier financial services clients. The agency’s proven ability to execute complex marketing campaigns in the financial sector, coupled with its established reputation and referrals, attracted several strategic buyers. Merge emphasized Sky Marketing’s significant growth potential, particularly with the opportunity to implement outbound sales and expand into new verticals such as accounting, healthcare, and law.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The acquisition of Sky Marketing Consultants by Renovus Capital – F2 Strategy was a strategic move that benefited both parties. Renovus Capital – F2 Strategy recognized the value of Sky Marketing’s loyal client base, robust retainer model, and deep expertise in the financial services sector. By partnering with Sky Marketing, the buyer could scale the agency’s operations and implement outbound sales strategies to drive growth. The founders of Sky Marketing Consultants gained financial security while ensuring the continued success of the agency under new leadership.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Since the acquisition, Sky Marketing Consultants has successfully expanded its service offerings and implemented an outbound sales strategy to capture more business opportunities. The integration has allowed the agency to scale its operations while maintaining high service levels for existing clients. The additional resources from the new partner have helped Sky Marketing build a more robust sales pipeline and develop additional marketing services, including cross-selling opportunities to new industries like insurance and healthcare. The acquisition has positioned the agency for long-term growth, with new strategies in place to capture further market share.

(09)Finding a New Home

The Merge Difference

Merge played a crucial role in identifying the right buyer for Sky Marketing Consultants, ensuring a smooth and strategic transition. By positioning the agency’s strengths, highlighting its scalable business model, and facilitating a favorable deal, Merge successfully matched Sky Marketing with a partner capable of accelerating its growth. The acquisition exemplifies Merge’s expertise in connecting high-potential agencies with the right buyers, paving the way for sustainable growth and future expansion.