(01)Engagement
Overview
Founded in 2003, Symmetri Marketing is a B2B brand strategy and digital marketing agency serving complex industries including healthcare, manufacturing, and higher education. Known for blending creative, content, and technology to help technical organizations tell clearer brand stories, Symmetri built long-standing client relationships and a reputation as a strategic partner rather than a traditional vendor. After more than two decades of growth, the founders partnered with Yes&, a fully integrated creative agency, to scale Symmetri’s platform, expand creative capabilities, and unlock new growth opportunities for the team.
(02)Inside The
Enterprise
Symmetri operates as a full-service B2B marketing partner, delivering brand strategy, content development, digital marketing, and web technology solutions for organizations with complex products and long sales cycles. With a remote-first operating model and a collaborative team structure, the agency supports clients across healthcare, manufacturing, and higher education by translating technical offerings into compelling brand narratives that drive engagement, demand, and long-term growth.
(03)Founder's
Motive
Having built Symmetri over two decades, the founders began exploring a new chapter for the business that would provide greater growth opportunities and access to capital while preserving the agency’s culture and team. One founder was preparing for retirement, while the other sought to take some chips off the table and continue growing Symmetri’s creative capabilities within a larger platform.
(04)Founder’s Vision
For Symmetri’s leadership, the right partner needed to respect the agency’s B2B focus, creative culture, and collaborative operating model while bringing additional scale, systems, and resources. It was essential that the team have room to grow, expand capabilities, and take on larger, more complex work without losing the values and relationships that defined Symmetri’s success.
(05)Setting the Stage
Merge positioned Symmetri around its deep B2B specialization, long-standing client relationships, and integrated service offering across branding, content, and technology. The agency was presented as a resilient platform with strong industry positioning, experienced leadership, and the ability to operate independently, making it an attractive growth opportunity for a strategic acquirer.
(06)Attracting Suitors
Symmetri was marketed as a high-quality B2B agency with proven processes, creative excellence, and a reputation for solving complex marketing challenges. Buyers were drawn to the agency’s industry expertise, scalable delivery model, and ability to embed deeply within client organizations as a strategic partner.
(07)Sealing the Deal
Symmetri was acquired by Yes&, a fully integrated creative agency actively growing through acquisition and seeking to expand its B2B capabilities. Yes& recognized Symmetri as a strong cultural and strategic fit, gaining a team with proven processes and creative depth while Symmetri gained access to capital, infrastructure, and a larger platform for growth
(08)Unlocking Synergies
Following the acquisition, Symmetri’s team gained new opportunities to expand services, collaborate across a larger creative network, and take on more complex B2B work. Yes& strengthened its B2B offering while Symmetri gained the scale and support needed to accelerate growth and enhance its creative impact.
(09)Finding a New Home
Merge guided Symmetri through a founder-first acquisition process focused on cultural alignment, long-term growth, and team continuity. Through strategic positioning, targeted outreach, and hands-on transaction support, Merge helped place Symmetri with a partner that supports its next chapter of growth with Yes&.
(01)Engagement
Overview
Founded in 2010, Nominee Design is an Oklahoma City–based boutique brand development studio serving consumer brands, civic institutions, cultural organizations, and educational ventures across the United States. Originally rooted in the music industry, Nominee built a national reputation for strategy-led creative that blends storytelling, cultural awareness, and visual clarity. Over more than a decade, the studio became a trusted partner to organizations navigating high-stakes brand moments, with a portfolio that includes Jack Daniels, TEDx, Osage Nation, the Oklahoma City International Airport, and the OU Foundation.
(02)Inside The
Enterprise
Nominee operates as a brand-first creative studio focused on helping organizations define who they are and how they show up in the world. Its work spans brand research and strategy, naming, messaging, visual identity, packaging, illustration, and print and digital design. The agency serves both B2B and B2C clients and is frequently engaged during periods of growth, transformation, or public-facing change. With a mix of project-based and long-term engagements, Nominee maintained a stable revenue base and built deep relationships with its clients, many of whom returned for additional work over time.
(03)Founder's
Motive
Founder Matt Stansberry spent many years building Nominee into a nationally respected creative studio. As the agency matured, Matt began exploring new ventures across the music, startup, and real estate sectors. While Nominee remained well-positioned in the market, he reached a point where he wanted to step away from day-to-day leadership and ensure the studio’s legacy continued under new ownership. His goal was to find a partner who could preserve the culture and creative integrity of the agency while guiding it into its next stage of growth.
(04)Founder’s Vision
For Matt, the right buyer needed to respect Nominee’s strategy-led creative process and value the relationships that had been built with both clients and team members. Cultural alignment was critical, as was a shared belief in the importance of thoughtful branding and collaboration. The ideal partner would support the existing team, protect the agency’s creative identity, and provide the structure and resources needed to scale the business responsibly.
(05)Setting the Stage
To prepare Nominee for market, Merge highlighted the agency’s strong foundation, national client portfolio, and reputation for high-quality work. The business was positioned as a well-established creative studio with refined processes, loyal clients, and meaningful opportunity for growth under the right leadership.
(06)Attracting Suitors
Merge marketed Nominee as a nationally recognized brand studio with a loyal client base and a refined creative process. Buyers were drawn to the agency’s work with high-profile brands and institutions, as well as its reputation for strategy-led design. Although the business had historically relied on inbound referrals rather than formal sales, this was seen as an opportunity rather than a limitation, signaling strong demand for Nominee’s services and clear potential for future growth.
(07)Sealing the Deal
Nominee was acquired by 617 Collective, a strategic buyer focused on building creative platforms through shared infrastructure and long-term growth strategy. The partnership aligned Nominee’s creative strengths with 617 Collective’s ability to support business development, operations, and scalability. The transaction ensured continuity for Nominee’s clients and team while creating a foundation for the studio’s next chapter.
(08)Unlocking Synergies
Following the acquisition, Nominee became part of a larger creative platform that supports collaboration, expansion, and operational stability. The agency is now positioned to grow its national presence, deepen existing client relationships, and explore new service offerings while maintaining the culture and creative standards that defined its success.
(09)Finding a New Home
Merge guided Nominee through a thoughtful, founder-first acquisition process focused on long-term alignment and continuity. Through careful positioning, targeted buyer outreach, and hands-on transaction support, Merge helped facilitate a partnership that honored Nominee’s legacy while setting the stage for continued growth with 617 Collective.
(01)Engagement
Overview
Founded in 2013, SMA is a New York based full-service creative agency serving B2B organizations across professional services, higher education, legal, and technology sectors. Blending brand strategy, content development, media, and business consulting, SMA built a reputation for delivering fully integrated campaigns that drive both brand and demand. Over time, the agency produced award-winning work for national brands including BDO, Brother International, Monroe College, Bay State University, Kyocera, and Legal Resources, while continuing to evolve its digital capabilities to compete with top-tier agencies.
(02)Inside The
Enterprise
SMA operates as a fully integrated marketing partner, supporting clients through brand development, creative campaign strategy, video and film production, digital and social content, business consulting, and media planning and buying. The agency’s model is rooted in close collaboration, with strategy, creative, production, and media working together to solve complex business challenges. Its hybrid workforce and scalable freelance network allowed SMA to remain agile while maintaining a high standard of delivery across every engagement.
(03)Founder's
Motive
President and primary shareholder Bob Rose spent more than a decade growing SMA into a respected agency with deep client relationships and a strong reputation in the B2B space. As the market evolved and the agency navigated periods of change, Bob began exploring what the next chapter could look like for the business. While SMA remained anchored by a long-standing agency-of-record relationship with BDO, Bob recognized the opportunity to partner with a buyer who could bring new momentum, expanded resources, and a broader platform for growth.
(04)Founder’s Vision
For Bob, the right buyer needed to understand the value of integrated marketing, long-term client partnerships, and a hands-on, collaborative culture. It was important that SMA’s people, processes, and client relationships were respected and preserved. The ideal partner would bring operational scale and business development support while allowing SMA’s leadership and creative teams to continue delivering work with the same care and strategic depth.
(05)Setting the Stage
To prepare SMA for market, Merge highlighted the agency’s long-standing anchor client relationship, its award-winning portfolio, and its ability to embed deeply within client organizations. The business was positioned as a well-established agency with a resilient revenue model built on retainers, media commissions, and production margins. Its lean structure, experienced leadership, and scalable delivery model made SMA an attractive platform for a strategic buyer seeking both stability and growth potential.
(06)Attracting Suitors
Merge marketed SMA as a trusted creative and media partner with proven expertise in high-touch B2B engagements. Buyers were drawn to the agency’s collaborative approach, senior leadership involvement, and reputation for delivering thoughtful, results-driven work. Although the business had experienced client concentration and revenue shifts in recent years, its strong foundation and long-term client relationships signaled meaningful opportunity for expansion under the right ownership.
(07)Sealing the Deal
SMA was acquired by Bray & Co, a strategic buyer aligned with SMA’s integrated service model and client-first philosophy. The partnership created continuity for SMA’s clients and team while opening the door to new operational support, business development capabilities, and long-term growth within a larger platform.
(08)Unlocking Synergies
Following the acquisition, SMA became part of a broader organization positioned to support expansion, diversification, and collaboration. With additional infrastructure and resources behind it, the agency is now better equipped to grow its client base, expand service offerings, and deepen existing relationships while maintaining the culture and creative standards that defined its success.
(09)Finding a New Home
Merge guided SMA through a founder-first acquisition process focused on alignment, continuity, and long-term opportunity. Through thoughtful positioning, targeted buyer outreach, and hands-on transaction support, Merge helped place SMA with a partner that honors its legacy and supports its next chapter of growth with Bray & Co.
(01)Engagement
Overview
Founded in 2018, PromoShak is a promotional products agency based in Austin, Texas, operating with a fully remote team. The agency helps property management firms, gaming companies, and corporate teams bring their brands to life through custom promotional products, including apparel, drinkware, tech accessories, and branded merchandise. Built as an independent unit of Threshold Agency, PromoShak grew into a profitable, streamlined business with consistent execution and strong client relationships.
(02)Inside The
Enterprise
PromoShak operates with a simple, request-driven model supported by clearly documented workflows. From product sourcing and artwork proofs to production oversight and shipping, the agency manages the entire process through a trusted distributor network. This structure allows the business to run efficiently with minimal oversight while consistently delivering on time and on budget. Clients value the one-stop convenience and dedicated point of contact, which has led to repeat work and long-term relationships across multiple industries.
(03)Founder's
Motive
PromoShak was built to operate independently from Threshold Agency with limited founder involvement. Over time, the business reached a point where it could continue running smoothly without hands-on oversight. The owner chose to explore a sale to allow a new operator or strategic buyer to take over a stable, profitable business while ensuring continuity for clients and vendors. The founder remained available post-transaction to support a smooth transition.
(04)Founder’s Vision
The ideal buyer for PromoShak was one that valued operational efficiency, strong vendor relationships, and consistent client service. The founder sought a partner that could preserve PromoShak’s service model while offering the scale, infrastructure, and support to expand its reach. Ensuring a seamless experience for clients and maintaining quality standards were key priorities.
(05)Setting the Stage
To prepare PromoShak for market, Merge focused on highlighting the agency’s lean cost structure, documented workflows, and consistent financial performance. With a fully remote model, low overhead, and a clear pricing structure, PromoShak was positioned as a plug-and-play acquisition with predictable revenue and strong margins supported by a diversified base of repeat clients.
(06)Attracting Suitors
Merge marketed PromoShak as a dependable, asset-light promotional products agency with national reach and clear growth opportunities. While the business relied primarily on referrals and inbound inquiries, buyers recognized opportunities to expand outbound sales efforts, formalize referral programs, and introduce streamlined reordering capabilities.
(07)Sealing the Deal
PromoShak was acquired by Fully Promoted, a national promotional products and marketing services franchise. The acquisition allowed Fully Promoted to expand its capabilities with a proven, efficient operation while providing PromoShak with access to a larger platform, broader resources, and additional growth opportunities. The transition was structured to ensure continuity for clients, vendors, and internal processes.
(08)Unlocking Synergies
Following the acquisition, PromoShak was well-positioned to grow within the Fully Promoted ecosystem. The combination created opportunities to expand service offerings, reach new geographic markets, and increase repeat business through Fully Promoted’s established network. At the same time, PromoShak’s streamlined workflows and vendor relationships strengthened operational efficiency across the broader organization.
(09)Finding a New Home
Merge played a key role in positioning PromoShak for a successful acquisition by Fully Promoted. Through thoughtful positioning, targeted buyer outreach, and hands-on deal execution, Merge facilitated a smooth transaction that aligned the seller’s goals with Fully Promoted’s growth strategy. The result is a strong partnership that supports continued expansion while preserving the operational strengths that made PromoShak successful.
(01)Engagement
Overview
Founded in 1988, NeigerDesign is a Chicago-based brand and strategic marketing agency serving trade associations, nonprofits, healthcare organizations, and B2B companies. With more than three decades of experience, the agency built a strong reputation for combining thoughtful brand research with creative execution across print, digital, and web. Known for its collaborative approach and long-standing client relationships, NeigerDesign consistently delivered measurable results through strategic branding and integrated marketing programs.
(02)Inside The
Enterprise
NeigerDesign operates as a full-service agency offering brand research and strategy, print and digital design, website development, and digital marketing. The team works closely with executive leadership and boards to guide brand decisions that support long-term growth. With a mix of project-based work and recurring retainer relationships, the agency maintained a stable revenue base and deep client trust across multiple sectors.
(03)Founder's
Motive
After building NeigerDesign over several decades, the founder reached a point where she was ready to step into a new creative chapter while ensuring the agency’s legacy continued. While the business remained profitable and well-positioned, the founder sought a transition that would provide continuity for clients and employees while allowing her to pursue fine arts and personal interests beyond day-to-day agency leadership.
(04)Founder’s Vision
The ideal buyer needed to value strategic branding, creative rigor, and strong client relationships. Cultural alignment was important, along with the ability to support the team and preserve NeigerDesign’s collaborative, research-driven approach. The founder prioritized a smooth transition that would allow clients to continue receiving the same level of service while opening new opportunities for growth.
(05)Setting the Stage
To prepare NeigerDesign for market, Merge highlighted the agency’s long operating history, consistent financial performance, and diversified client base. The business was positioned as a well-established marketing agency with in-house web development capabilities and a balanced mix of project and recurring revenue. Its strong brand reputation and experienced team made it an attractive opportunity for buyers seeking stability and expansion.
(06)Attracting Suitors
Merge marketed NeigerDesign as a trusted brand partner with deep expertise in associations, nonprofits, healthcare, and B2B marketing. Buyers were drawn to the agency’s long client tenure, proven processes, and opportunities to expand digital marketing, branding strategy, and web development services.
(07)Sealing the Deal
NeigerDesign was acquired by Creative Edge, a strategic buyer aligned with the agency’s creative and brand-focused strengths. The transaction allowed NeigerDesign to continue serving its clients with consistency while benefiting from additional operational support and resources. The founder supported the transition to ensure continuity for the team and a seamless handoff of client relationships.
(08)Unlocking Synergies
Following the acquisition, NeigerDesign was well-positioned to expand its digital marketing and web development offerings within the Creative Edge platform while maintaining its core branding expertise. The combination created opportunities to deepen client relationships, pursue new verticals, and scale services without disrupting existing operations or culture.
(09)Finding a New Home
Merge guided NeigerDesign through a thoughtful acquisition process that balanced legacy, people, and future opportunity. Through careful positioning, targeted buyer outreach, and hands-on execution, Merge helped facilitate a transaction that met the founder’s goals and positioned NeigerDesign for continued success under Creative Edge.
(01)Engagement
Overview
Founded in 2014, Ideometry is a full-service growth marketing agency focused on B2B SaaS and robotics companies. Over the past decade, the agency built a strong reputation for helping technically complex businesses scale through strategic planning, lead generation, branding, and web execution. Ideometry worked with a mix of venture-backed startups and publicly traded companies, establishing a clear niche at the intersection of SaaS and robotics.
(02)Inside The
Enterprise
Ideometry operates as a remote-first agency with a highly collaborative team model. The agency is known for embedding directly into client organizations and taking ownership of the full marketing ecosystem. From audits and strategy to execution across lead generation, design, automation, and analytics, Ideometry functions as an extension of its clients’ teams. Long-standing client relationships and a strong base of recurring revenue positioned the agency as a trusted growth partner in competitive, technical markets.
(03)Founder's
Motive
After more than ten years of building Ideometry, the founders reached a point where they felt proud of what they had created but began to experience slower growth. Rather than continuing independently, they decided to explore joining a larger organization that could provide additional support, infrastructure, and new opportunities to scale. Their priority was ensuring the business could continue to grow while giving the team access to broader resources.
(04)Founder’s Vision
The founders were intentional about finding a buyer aligned with Ideometry’s B2B SaaS focus and collaborative culture. Flexibility was an important factor. One founder, Josh, wanted to remain involved and continue leading the team, while his partner, Charles, was ready to exit. The right partner needed to support leadership continuity, team integration, and future growth.
(05)Setting the Stage
To prepare Ideometry for acquisition, Merge focused on highlighting the agency’s strong recurring revenue model, long client retention, and specialized expertise in B2B SaaS and robotics. Ideometry’s integrated delivery approach and proven results across complex industries positioned the agency as a strategic platform for growth rather than a traditional agency exit.
(06)Attracting Suitors
Merge marketed Ideometry as a growth-focused agency with deep technical expertise and strong relationships within the SaaS ecosystem. Its ability to integrate seamlessly with client teams and deliver consistent, measurable results made it an attractive opportunity for buyers pursuing expansion within B2B SaaS.
(07)Sealing the Deal
Ideometry was acquired by Marketers in Demand, a B2B SaaS marketing group executing a broader roll-up strategy. Having already completed several acquisitions, Marketers in Demand saw Ideometry’s robotics and SaaS expertise as a natural addition to its platform. The structure of the deal allowed Josh to stay on and continue leading the Ideometry team, while Charles successfully exited, creating alignment on both sides.
(08)Unlocking Synergies
Following the acquisition, Ideometry and Marketers in Demand began integrating teams and expanding cross-selling opportunities across their shared client base. The combined organization increased depth across strategy and execution, unlocked new growth opportunities, and strengthened its ability to serve SaaS clients, all while maintaining continuity for clients and employees.
(09)Finding a New Home
Merge played a key role in aligning Ideometry with Marketers in Demand by balancing strategic fit with founder goals. Through thoughtful positioning, targeted outreach, and hands-on deal execution, Merge helped structure a transaction that supported leadership continuity, team stability, and long-term growth. The result is a partnership that positions Ideometry for its next phase of growth within a larger B2B SaaS-focused ecosystem.
(01)Engagement
Overview
Founded in 2007 in St. Louis, Origin Agency is a marketing agency specializing in retail and promotional marketing for beverage brands—particularly spirits, wine, and non-alcoholic alternatives. Origin was launched by founders Julie Wood, Michelle Thomas, and Lance Thomas after leaving large agencies to build a flatter, more efficient model. The agency offers campaign development, merchandising, branding and packaging, advertising, and in-house photography. With deep integration at major clients like Pernod Ricard USA, Gallo, Proximo Spirits, and Ritual Zero Proof, Origin is consistently ranked among their top agencies for creativity, account service, and adaptability.
(02)Inside The
Enterprise
Origin Agency is a full-service creative partner that helps beverage brands stand out across retail, digital, and experiential channels. Their expertise spans the entire consumer journey, including shopper marketing, seasonal retail audits, packaging design, and in-house photography. The team works hand-in-hand with clients to develop cohesive strategies that engage consumers both in-store and online. With a strong reputation for creative execution and operational efficiency, Origin has become an indispensable partner for tier-one beverage companies.
(03)Founder's
Motive
The founders of Origin were seeking a partner to help scale the agency beyond its boutique structure. Their goals included reducing the operational and administrative burden on leadership, securing a succession plan that protected their employees and clients, and positioning the agency for growth into adjacent categories such as craft beer and non-alcoholic beverages. They also wanted to explore efficiencies through AI and new technologies while ensuring cultural alignment with any future buyer.
(04)Founder’s Vision
The founders were looking for a buyer who could provide the infrastructure, resources, and leadership needed to expand Origin’s already strong foundation. The ideal fit was a partner who shared their passion for the beverage industry and could bring additional scale and operational expertise without disrupting the agency’s culture. Preserving creative autonomy, supporting employees, and strengthening client relationships were critical factors in the search.
(05)Setting the Stage
To position Origin as an attractive acquisition target, Merge emphasized its recurring 75% retainer-based revenue model, long-standing partnerships with global beverage leaders, and strong profitability with $3.3M in revenue and $1.15M EBITDA at a 4.1x multiple. Merge also highlighted the agency’s reputation for creativity, its in-house capabilities like photography, and its industry-leading seasonal retail audits, which consistently generate both client retention and new business opportunities.
(06)Attracting Suitors
Merge positioned Origin as a high-performing creative agency with a niche focus on the beverage sector. By showcasing its strong relationships with leading spirits and wine brands and its proven ability to deliver award-winning campaigns, Merge attracted multiple interested parties. Buyers were particularly drawn to Origin’s scalable business model, recurring revenue streams, and highly integrated client relationships.
(07)Sealing the Deal
The buyer was a group of entrepreneurs with agency, HR, and consulting backgrounds who shared a strong cultural alignment with Origin’s leadership. They saw the opportunity to take Origin to the next level by investing in infrastructure and leveraging the agency’s expertise and client base. The founders rolled equity and remain active in the business, ensuring continuity for employees and clients. The acquisition gave the buyer immediate access to deep expertise and relationships in the beverage sector while providing Origin with a platform for growth into non-alc, craft beer, and broader CPG.
(08)Unlocking Synergies
Since the acquisition, Origin has been positioned to expand into new categories while continuing to serve its core beverage clients at the highest level. With the buyer’s operational support, the agency is exploring new efficiencies, including AI-driven processes, while broadening its footprint across CPG verticals. The founders’ continued involvement ensures consistency in client relationships and creative execution, while the buyer brings the infrastructure to fuel long-term growth.
(09)Finding a New Home
Merge played a critical role in identifying the right partner for Origin. Through thoughtful positioning, targeted outreach, and expert negotiation, Merge connected the founders with a culturally aligned buyer who shared their vision for growth. By balancing the agency’s need for scale with its commitment to creativity and culture, Merge secured a transaction that empowers Origin to thrive in its next chapter.
(01)Engagement
Overview
Founded in 2009, Punch PR is a Milwaukee-based public relations agency specializing in media relations, influencer marketing, and brand activations. Built by co-founders Lauren Grimm and David Racine, the agency earned a reputation for crafting tailored, results-driven campaigns for clients like Fromm Family Foods, KEEN Utility, and Generac. Known for its long-standing client relationships and 90% retainer-based revenue model, Punch PR combined creative strategy with operational stability through a lean, experienced team of seven. After more than a decade of consistent performance, Punch PR was acquired by Trozzolo Communications Group, a values-aligned agency looking to expand its footprint in Milwaukee and continue delivering integrated, high-impact communications work across the Midwest.
(02)Inside The
Enterprise
With complementary backgrounds in media relations, communications, and event production, co-founders Lauren Grimm and David Racine created Punch PR as a trusted, high-performing agency grounded in strategy and measurable results. Headquartered in Milwaukee, the firm quickly built a name for itself in the Midwest and beyond by delivering standout work in media relations, influencer marketing, and brand activations. The agency’s success was driven by a lean team of seven, a commitment to long-term client relationships, and an impressive portfolio featuring brands like Fromm Family Foods, KEEN Utility, and Generac. With 90% of revenue generated from recurring retainers, Punch PR’s business model offered stability, predictability, and room to scale.
(03)Founder's
Motive
The founders of Punch PR were looking to take some chips off the table while securing a partner that could help expand opportunities for both their team and their clients. They also wanted to join forces with a broader leadership team that shared their values and vision. Both Lauren and David were committed to staying on and continuing to guide client strategy and agency direction post-sale.
(04)Founder’s Vision
Lauren and David were seeking a buyer that could offer broader leadership support while maintaining Punch PR’s culture and client-first approach. The ideal partner would have a strong Midwest presence, a commitment to team development, and a collaborative mindset that aligned with Punch PR’s values and long-term vision.
(05)Setting the Stage
To prepare the agency for market, Merge highlighted Punch PR’s financial performance—$1.03M in revenue and $182K in EBITDA—alongside its high client retention rate and retainer-based model. The agency was valued at $650K based on a 3.6x multiple of EBITDA. Punch PR was positioned as a mission-driven agency with a stellar track record and a team eager to scale. Opportunities for growth through outbound lead generation, expanded service offerings, and enhanced business development capabilities helped drive buyer interest.
(06)Attracting Suitors
Merge marketed Punch PR as a rare opportunity to acquire a well-respected PR agency with long-standing client relationships and a highly engaged leadership team. The firm’s presence in the Midwest, coupled with its reputation in sectors like CPG and energy, attracted attention from buyers seeking to deepen their geographic and industry reach.
(07)Sealing the Deal
Punch PR was acquired by Trozzolo Communications Group, a values-aligned agency with complementary services and a desire to grow its presence in Milwaukee. Lauren and David remained on board to help integrate operations and expand client services, making the transition seamless.
(08)Unlocking Synergies
Since the acquisition, both agencies have benefited from shared resources, new business development opportunities, and an expanded talent bench. Punch PR has continued to operate under its own brand while tapping into Trozzolo’s broader network, unlocking new opportunities for growth across the region.
(09)Finding a New Home
Merge worked closely with Punch PR to craft a narrative that resonated with the right buyers, facilitated a smooth diligence process, and negotiated a deal that met the founders’ goals. By staying focused on cultural fit and long-term potential, Merge helped Punch PR find a new home that values both its past and future.