Content Marketing

Symmetri Marketing

(01)Engagement
Overview

Strategic buyer acquires Symmetri Marketing for growth.

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.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Digital Product & Web Development, Creative Content Development, Under $10M, Branding & Creative, Content Marketing, Data & Analytics, Marketing & Advertising, Performance Marketing, PR & Communications, Professional Services, Web Design & Development
  • Buyer Type Strategic Acquirer
  • Deal Size Under $10M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Symmetri Marketing?

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

The Why Behind The Sale

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

Criteria for the Perfect Acquisition Fit

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

Preparing Symmetri Marketing for Acquisition

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

Strategic Marketing of Symmetri Marketing for Acquisition

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

Perfect Matchmaking with the Ideal Buyer

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

Positive Impacts Post-Transaction

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

The Merge Difference

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&.


Coastal Collective

(01)Engagement
Overview

Strategic buyer acquires Coastal Collective for growth.

Founded in 2018, Coastal Collective Marketing is a California-based social media agency serving SMB brands and marketing agencies across the United States. Built around a community-led, social-first model, the agency established itself as a trusted partner for brands seeking authentic storytelling, audience engagement, and measurable growth across digital platforms. Under founder Brooke Apffel’s leadership, Coastal Collective scaled rapidly to over $1.1M in revenue with 99% of clients on recurring retainers, positioning the business as a modern, high-retention agency with strong brand equity and long-term growth potential.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Social Media, Creative Content Development, Paid Media & Lead Generation, Female Founded, Under $10M, Content Marketing, Marketing & Advertising, Performance Marketing, PR & Communications
  • Buyer Type Strategic Acquirer
  • Deal Size Under $10M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Coastal Collective?

Coastal Collective operates as a full-service social media marketing partner, supporting clients through social strategy, content development, community management, paid media, and email marketing, while also offering education through online courses and masterclasses designed to help individuals and agencies build scalable social programs. The agency delivers platform-specific strategies across Instagram, Facebook, TikTok, Pinterest, and LinkedIn, blending creative execution with data-driven insights, and operates with a fully remote team of eight full-time employees, allowing for a lean, scalable structure that maintains quality and consistency across all client engagements.

(03)Founder's
Motive

The Why Behind The Sale

After seven years of growth and hundreds of clients served, founder Brooke began considering the long-term future of the business and recognized the opportunity to partner with an organization that could help scale Coastal Collective’s community-led, social-first model without compromising its culture, leadership, or creative integrity, seeking infrastructure, technology, and strategic depth to support the next phase of growth while ensuring continuity for her team and clients.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

For Brooke, the right partner needed to value human connection, creativity, and social intelligence as core to modern brand building, while respecting Coastal Collective’s identity, leadership, and team culture, and bringing operational scale, systems, and resources that would allow the agency to expand its capabilities and impact without losing what made it successful.

(05)Setting the Stage

Preparing Coastal Collective for Acquisition

To prepare the agency for market, Merge highlighted Coastal Collective’s highly recurring revenue base, consistent historical growth, organic inbound engine, and strong client retention, positioning the business as a scalable, social-first platform with predictable cash flow and clear opportunities to expand paid advertising, email marketing, and education offerings.

 

(06)Attracting Suitors

Strategic Marketing of Coastal Collective for Acquisition

Merge marketed Coastal Collective as a differentiated social media agency with deep expertise in content, community, and storytelling, attracting buyers drawn to its inbound-led growth, strong social presence, and proven ability to drive measurable engagement and retention, while the agency’s diversified revenue streams and modern operating model signaled meaningful long-term value.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Coastal Collective was acquired by Stellar Agency, a digital-first platform that views social, community, and storytelling as essential to the future of brand building, recognizing Coastal Collective’s human-first approach as a natural extension of its broader digital, web, and technology services and an opportunity to embed social intelligence across its organization.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, Coastal Collective retained its leadership, brand, and creative direction while gaining access to enhanced infrastructure, systems, and strategic support, while Stellar benefited from a social-first engine embedded at the leadership level, allowing both organizations to grow together through a complementary partnership rather than a consolidation

(09)Finding a New Home

The Merge Difference

Merge guided Coastal Collective through a founder-first acquisition process focused on alignment, continuity, and long-term opportunity, using thoughtful positioning, targeted buyer outreach, and hands-on transaction support to place the agency with a partner that honors its legacy and supports its next chapter of growth with Stellar Agency.


Nominee Design

(01)Engagement
Overview

Strategic buyer acquires Nominee Design for growth.

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.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Social Media, Creative Content Development, Under $10M, Branding & Creative, Content Marketing, Marketing & Advertising, Media & Content Production, PR & Communications, Professional Services, Video Production, Web Design & Development
  • Buyer Type Strategic Acquirer
  • Deal Size Under $10M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Nominee Design?

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

The Why Behind The Sale

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

Criteria for the Perfect Acquisition Fit

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

Preparing Nominee Design for Acquisition

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

Strategic Marketing of Nominee Design for Acquisition

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

Perfect Matchmaking with the Ideal Buyer

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

Positive Impacts Post-Transaction

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

The Merge Difference

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.


SMA

(01)Engagement
Overview

Strategic buyer acquires SMA for growth.

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.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Social Media, Creative Content Development, Paid Media & Lead Generation, Under $10M, Branding & Creative, Content Marketing, Marketing & Advertising, Media & Content Production, Performance Marketing, Professional Services
  • Buyer Type Strategic Acquirer
  • Deal Size Under $10M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is SMA?

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

The Why Behind The Sale

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

Criteria for the Perfect Acquisition Fit

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

Preparing SMA for Acquisition

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

Strategic Marketing of SMA for Acquisition

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

Perfect Matchmaking with the Ideal Buyer

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

Positive Impacts Post-Transaction

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

The Merge Difference

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.


NeigerDesign

(01)Engagement
Overview

Strategic buyer acquires NeigerDesign for growth.

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.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Creative Content Development, Under $10M, Branding & Creative, Content Marketing, Market Research, Marketing & Advertising, Professional Services, Web Design & Development
  • Buyer Type Strategic Acquirer
  • Deal Size Under $10M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is NeigerDesign?

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

The Why Behind The Sale

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

Criteria for the Perfect Acquisition Fit

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

Preparing NeigerDesign for Acquisition

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

Strategic Marketing of NeigerDesign for Acquisition

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

Perfect Matchmaking with the Ideal Buyer

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

Positive Impacts Post-Transaction

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

The Merge Difference

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.


Origin Agency

(01)Engagement
Overview

Strategic buyer acquires Origin Agency for growth.

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.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Social Media, Creative Content Development, Female Founded, Under $10M, Branding & Creative, Content Marketing, Market Research, Marketing & Advertising, Media & Content Production, Social Media & Influencer
  • Buyer Type Strategic Acquirer
  • Deal Size Under $5M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Origin Agency?

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 Why Behind The Sale

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

Criteria for the Perfect Acquisition Fit

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

Preparing Origin Agency for Acquisition

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

Strategic Marketing of Origin Agency for Acquisition

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

Perfect Matchmaking with the Ideal Buyer

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

Positive Impacts Post-Transaction

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

The Merge Difference

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.


Lamplight Digital

(01)Engagement
Overview

Strategic buyer acquires Lamplight Digital for growth.

Founded in 2018, Lamplight Digital Media is a specialized marketing agency serving residential water treatment companies across North America. With 90% retainer-based revenue, proprietary tools, and a 100% outperformance rate for websites, Lamplight has become the dominant player in its niche. Built on industry knowledge, transparent service, and data-backed results, Lamplight empowers local businesses to generate a steady flow of profitable leads.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Conversion Rate Optimization, SEO, Paid Media & Lead Generation, Content Marketing, Data & Analytics, Performance Marketing, Web Design & Development
  • Buyer Type Strategic Acquirer
  • Deal Size Under $5M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Lamplight Digital?

Lamplight Digital Media is a full-service digital marketing agency exclusively serving the water treatment industry. The agency acts as the entire marketing department for clients, offering services like website development, local SEO, paid media, conversion rate optimization, and offline marketing. With over 3,000 A/B tests completed and a proprietary click identifier tool, Lamplight has achieved a 100% outperformance rate for customers who switch to a Lamplight-operated website. The team has over 15 years of experience in the space and is known for delivering measurable results, full-funnel tracking, and consistent lead generation.

(03)Founder's
Motive

The Why Behind The Sale

The founders saw a strategic opportunity to sell Lamplight and unlock the next phase of growth. With a strong team, proven systems, and expansion opportunities in commercial water treatment and adjacent verticals like well drilling, the agency was ready for a partner who could help scale operations and support clients more broadly.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The ideal buyer would share Lamplight’s values around transparency, service, and data-backed strategy. The founders looked for someone who could maintain the agency’s culture and client-first mindset while expanding its capabilities and reach. Industry understanding, team support, and a commitment to growth were essential.

(05)Setting the Stage

Preparing Lamplight Digital for Acquisition

Lamplight had a 3.4x valuation multiple. The agency’s revenue was 90% retainer-based, with standardized 12-month packages and high client retention. A hybrid team of U.S.-based employees and international contractors supported operations, and proprietary tools and processes were in place to deliver consistent results.

(06)Attracting Suitors

Strategic Marketing of Lamplight Digital for Acquisition

Merge crafted marketing materials that highlighted Lamplight’s niche dominance, strong financials, and proprietary performance tools. The listing emphasized the agency’s high-margin model, long-term client relationships, and growth opportunities through upsells, template upgrades, and market expansion. Buyer outreach focused on those interested in recurring revenue and vertical specialization.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Lamplight was acquired by a buyer with performance marketing experience. One founder remained actively involved post-transaction to lead operations and continue growing the business. The agency’s team structure, service offerings, and industry relationships remained intact to support long-term success.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Post-transaction, Lamplight began rolling out upgraded website templates and continued expanding into tangential sectors including commercial and industrial water treatment, as well as well drilling and pump repair. With 40% of the client base already active in these areas, the agency had a clear path for cross-sells and upsells. Internal systems and onboarding processes were also refined to support growth.

(09)Finding a New Home

The Merge Difference

Merge provided full support throughout the transaction process, from positioning and buyer outreach to diligence and deal structuring. Their experience in the marketing agency space helped ensure a smooth transition, a strong buyer fit, and a future-focused outcome that respected Lamplight’s culture, team, and track record.


Linkflow

(01)Engagement
Overview

Strategic buyer acquires Linkflow for growth.

Founded in 2019, Linkflow is a remote-first SEO agency built to drive sustainable growth for B2B SaaS clients. With a mission to deliver behavior-driven strategies that generate not just clicks but measurable business outcomes, Linkflow quickly earned a reputation as a trusted growth partner for high-performing tech companies. The agency offers a full-service SEO solution including keyword strategy, link building, and technical SEO that supports long-term lead generation, conversions, and revenue growth.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Conversion Rate Optimization, SEO, Paid Media & Lead Generation, Content Marketing, Data & Analytics, Marketing & Advertising, Performance Marketing, SaaS & MarTech
  • Buyer Type Strategic Acquirer
  • Deal Size Under $5M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Linkflow?

Led by founder Josh Elkin, Linkflow built its foundation on robust systems, a data-driven approach, and a deep understanding of user behavior. Over time, the agency expanded its services to include CRO, UX consulting, and Google Analytics implementation. With an average client tenure of 14.6 months and retainers ranging from $2,850 to $15,000 per month, Linkflow developed a steady stream of recurring revenue and long-term relationships with SaaS, e-commerce, and education clients. Backed by a strong leadership team and minimal founder involvement, the agency operated with remarkable efficiency and scalability.

(03)Founder's
Motive

The Why Behind The Sale

After several years of building and scaling Linkflow, Josh Elkin decided it was time to explore new ventures more closely aligned with his personal passions. With plans to live primarily in Europe and either invest in or start a new business, Josh was seeking more flexibility and a relatively quick transition. While Linkflow had been a rewarding journey, digital marketing was never meant to be his long-term calling.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Josh prioritized finding a buyer who would align with the agency’s values, preserve its operational strength, and support the existing team. The continued involvement of Linkflow’s long-tenured GM and experienced leadership post-sale was a key factor, ensuring the agency would remain stable and successful after his exit. A strong cultural match and shared vision were also essential to maintaining team morale and growth.

(05)Setting the Stage

Preparing Linkflow for Acquisition

To position Linkflow as an attractive acquisition, we highlighted its consistent financial performance, scalable operations, and deep specialization in SaaS SEO. With $1M+ in revenue and more than $300K in EBITDA in 2023, a fully retainer-based model, and a 3.7x EBITDA valuation multiple, Linkflow offered a turnkey opportunity. The use of the EOS framework and the founder’s minimal role made it especially appealing to strategic buyers.

(06)Attracting Suitors

Strategic Marketing of Linkflow for Acquisition

At Merge, we presented Linkflow’s niche expertise, strong client retention, and proven track record to a curated pool of buyers. We emphasized the agency’s new service offerings, like Video SEO and CRO, which represented significant growth opportunities. We also highlighted the agency’s remote structure and strong leadership team, which added to its scalability and appeal.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Linkflow found the right fit with Conifr, led by experienced buyer Michael Ter Mors. Conifr was looking for a specialized SEO agency to complement its performance marketing portfolio. Linkflow’s expertise in B2B SaaS was exactly what Michael needed. The agencies shared similar values around culture and team development, which made the integration process smooth and collaborative from the start.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, Linkflow retained its leadership team and continued operating independently while integrating into Conifr’s broader strategy. The combined expertise and aligned service offerings have created opportunities to expand into new service lines, cross-sell to existing clients, and scale operations with shared infrastructure.

(09)Finding a New Home

The Merge Difference

At Merge, we supported Josh through every step of the sale. From positioning and marketing the agency to negotiating terms and closing the deal, we ensured the outcome aligned with his personal and professional goals. Our buyer network and tailored process helped identify the right partner and made for a smooth, successful transition.


Yeoman Technology

(01)Engagement
Overview

Strategic buyer acquires Yeoman Technology for growth.

Founded in 2009, Yeoman Technologies is a high-margin Amazon marketing and e-commerce optimization agency that partners with multi-channel consumer brands to grow digital sales across Amazon, Walmart, and DTC platforms. Known for its proprietary reporting tools, tech-enabled services, and focus on integrating paid and organic strategies, Yeoman built long-term relationships with over 50 U.S.-based clients. With 87% of its revenue from recurring contracts and deep experience across 1P and 3P Amazon programs, Yeoman was acquired by Meet the People—a network of forward-thinking agencies seeking to strengthen its e-commerce capabilities while preserving Yeoman’s lean model, trusted client base, and strong leadership.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Social Media, Public Relations, SEO, Paid Media & Lead Generation, Content Marketing, Data & Analytics, Marketing & Advertising, Performance Marketing, SaaS & MarTech
  • Buyer Type Strategic Acquirer
  • Deal Size Under $5M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Yeoman Technology?

Founded in 2009, Yeoman Technologies is a high-margin Amazon marketing and e-commerce optimization agency that partners with multi-channel consumer brands to grow digital sales across Amazon, Walmart, and DTC platforms. Known for its proprietary reporting tools, tech-enabled services, and focus on integrating paid and organic strategies, Yeoman built long-term relationships with over 50 U.S.-based clients. With 87% of its revenue from recurring contracts and deep experience across 1P and 3P Amazon programs, Yeoman was acquired by Meet the People—a network of forward-thinking agencies seeking to strengthen its e-commerce capabilities while preserving Yeoman’s lean model, trusted client base, and strong leadership.

(03)Founder's
Motive

The Why Behind The Sale

Michael Healey was looking for a strategic partner to help scale Yeoman’s technology, expand marketplace services, and invest in future growth opportunities like their internal analytics platform. With a lean team and high-margin model, Michael saw an opportunity to maximize Yeoman’s value while ensuring long-term success through the right partnership. He remained committed to staying on for up to three years to support a smooth transition.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Michael was seeking a buyer that valued operational efficiency, marketplace expertise, and tech-enabled services. The right partner would understand Amazon’s unique landscape and share Yeoman’s vision for integrating paid and organic strategies. Michael prioritized a buyer that could help scale Yeoman’s systems without disrupting the agency’s strong client relationships or lean team structure.

(05)Setting the Stage

Preparing Yeoman Technology for Acquisition

Merge highlighted Yeoman’s robust financial profile—$1.03M in revenue and $384K in adjusted EBITDA—with a valuation of $1.4M based on a 3.6x multiple. The agency’s consistent growth, proprietary data systems, and high client diversification made it a standout in the Amazon marketing space. Growth opportunities including deeper Walmart service offerings, productizing Yeoman’s analytics tool, and more consistent marketing efforts were positioned as levers for future scale.

(06)Attracting Suitors

Strategic Marketing of Yeoman Technology for Acquisition

Merge positioned Yeoman as a lean, high-margin Amazon marketing firm with proprietary capabilities and proven results. Its deep experience across both 1P and 3P Amazon programs, along with a client base generating millions in marketplace revenue, attracted multiple strategic acquirers looking to expand their e-commerce capabilities.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Yeoman Technologies was acquired by Meet the People, a network of forward-thinking agencies with a focus on tech-driven marketing. The acquisition provided Yeoman with resources to scale its analytics platform and strengthen its Amazon capabilities, while keeping the existing team and leadership intact.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Merge partnered closely with Michael to articulate Yeoman’s unique value to the market, position it effectively to qualified buyers, and drive a smooth and collaborative diligence process. The result was a high-value exit that achieved the founder’s financial and strategic goals, while ensuring continuity and future growth potential for Yeoman Technologies.

(09)Finding a New Home

The Merge Difference

Merge played a central role in identifying the right buyer, crafting a compelling market narrative, and guiding both sides through the deal. From positioning Kitcaster as the top agency in a high-growth vertical to aligning the seller’s goals with Moburst’s acquisition strategy, Merge helped ensure this was a win-win for everyone involved. The result is a thriving agency that’s now part of a larger vision—continuing to grow and create impact in the podcasting and PR world.


Punch PR

(01)Engagement
Overview

Strategic buyer acquires Punch PR for growth.

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.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Public Relations, Creative Content Development, Female Founded, Branding & Creative, Content Marketing, Marketing & Advertising, Media & Content Production, PR & Communications
  • Buyer Type Strategic Acquirer
  • Deal Size Under $5M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Punch PR?

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 Why Behind The Sale

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

Criteria for the Perfect Acquisition Fit

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

Preparing Punch PR for Acquisition

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

Strategic Marketing of Punch PR for Acquisition

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

Perfect Matchmaking with the Ideal Buyer

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

Positive Impacts Post-Transaction

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

The Merge Difference

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.


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