Creative Content Development

We partner with buyers who are ready to find acquisition opportunities that align with their strategic objectives.

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 Branding & Creative, Content Marketing, Creative Content Development, Female Founded, Marketing & Advertising, Media & Content Production, PR & Communications, Public Relations
  • 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.


The Additive Agency

(01)Engagement
Overview

Entrepreneurial buyer acquires The Additive Agency for growth.

Founded in 2014 and headquartered in New York, The Additive Agency is a purpose-driven brand consultancy specializing in nonprofit, healthcare, and higher education branding. The agency is known for its expertise in unifying complex organizations—spanning large nonprofits, social enterprises, hospital systems, and universities—around a shared set of strategies, stories, and experiences. With a reputation for delivering strategic brand work that transforms causes, cultures, and communities, Additive has partnered with some of the most recognizable mission-driven institutions, including Columbia University, Mount Sinai Health System, Syracuse University, the YMCA of the USA, United Way Worldwide, and the World Wildlife Fund.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Female Founded, Creative Content 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 The Additive Agency?

The Additive Agency provides a full suite of brand strategy, messaging, and identity services tailored to organizations seeking to create meaningful impact. With a team of experienced strategists, designers, and content creators, the agency helps clients clarify their brand positioning, amplify their visual and verbal identities, and activate their brands through strategic campaigns and stakeholder engagement. Additive’s ability to blend rigorous research with creative execution has made it a trusted partner for organizations navigating complex branding challenges. The agency’s long-standing relationships with prominent universities, health systems, and nonprofits speak to its effectiveness in delivering brand solutions that drive engagement and inspire action.

(03)Founder's
Motive

The Why Behind The Sale

After running the agency independently for 10 years, founder Hayley Berlent sought a transition that would allow her to spend more time with her family while ensuring the agency continued to thrive under a structured leadership team. While she had built a successful business, she recognized the need for stronger operational support and a leadership team to share the responsibilities of running and growing the agency. Selling the business was an opportunity to step into a role with more balance while ensuring the agency had the resources to scale effectively.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The ideal acquisition partner needed to provide the infrastructure and leadership support required to take The Additive Agency to its next stage of growth. The agency had established a strong reputation in the nonprofit, healthcare, and education sectors, making it critical to find a firm that aligned with these core competencies. The seller sought a buyer that could provide expanded operational efficiencies, sales support, and back-end infrastructure while maintaining Additive’s commitment to high-quality branding work. A cultural and mission-driven fit was equally important to ensure that the agency’s values and approach remained intact post-acquisition.

(05)Setting the Stage

Preparing The Additive Agency for Acquisition

To position The Additive Agency as an attractive acquisition target, Merge highlighted the agency’s strengths: a prestigious client base, a highly skilled team, and a strong track record of success in brand strategy and visual identity development. The agency’s hub-and-spoke operational model, which combined in-house expertise with a network of specialized contractors, allowed it to maintain profitability while delivering high-impact work. With a strong inbound business pipeline, well-established client relationships, and a track record of scalable project execution, Additive was primed for integration with a strategic buyer.

(06)Attracting Suitors

Strategic Marketing of The Additive Agency for Acquisition

Merge positioned The Additive Agency as an expert-led consultancy with deep experience working with complex, mission-driven organizations. By showcasing its impressive client tenure, highly systematized business development process, and ability to deliver exceptional branding work, Merge attracted several strategic buyers. Cyberwoven emerged as the best-aligned partner, recognizing the value of Additive’s enterprise client roster, expertise in brand development, and strong cultural alignment.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Cyberwoven saw the acquisition as a strategic opportunity to expand its geographic presence and strengthen its foothold in key markets. The Additive Agency’s track record of working with enterprise clients provided Cyberwoven with a direct pathway to larger, sophisticated accounts. By integrating Additive, Cyberwoven could enhance its service offerings while unlocking new business opportunities at scale. Beyond the strategic benefits, both firms shared a common ethos of doing good and fostering a healthy work-life balance for their teams, making the partnership feel like a natural next step.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The acquisition of The Additive Agency has allowed Cyberwoven to expand its branding and strategy capabilities while gaining access to a seasoned team with a proven track record in enterprise branding. The integration has brought immediate opportunities to serve larger nonprofit, healthcare, and university clients while strengthening Cyberwoven’s national presence. The seller has taken on a leadership role within the combined firm, ensuring continuity and maintaining the quality of Additive’s client relationships. With additional operational support, the team is now better positioned to scale, pursue new opportunities, and expand its impact in the industry.

(09)Finding a New Home

The Merge Difference

Merge played a pivotal role in facilitating the acquisition of The Additive Agency, ensuring a smooth and strategic transition for both parties. By identifying the right buyer with aligned values, culture, and service offerings, Merge helped create a partnership that benefits both teams. Through careful deal structuring, positioning, and negotiation, Merge ensured that The Additive Agency found a new home where it could scale successfully while maintaining its core expertise in branding and mission-driven work. The transaction highlights Merge’s ability to connect niche agencies with the perfect buyers, creating long-term value and sustainable growth.


Nomadic

(01)Engagement
Overview

Private Equity buyer acquires Nomadic for growth.

Founded in 2008 and headquartered in Phoenix, Arizona, Nomadic is a digital-first creative agency specializing in brand strategy, creative advertising, and content marketing. Unlike traditional full-service agencies, Nomadic prides itself on being a single-service agency, focusing solely on creative endeavors. Over the years, the agency has developed a strong reputation for its expertise in working with high-profile clients like Disney Parks & Rewards, CapCom, Walmart, NBCUniversal, Amazon, and Epic Games. With a steadfast commitment to strategic, results-driven creative work, Nomadic has carved out a niche serving Fortune 500 brands with high content demands.

(Details)

  • Engagement Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support
  • Type Full Sale
  • Category Creative Content Development
  • Buyer Type Private Equity
  • Deal Size $5M-$10M
  • Services Sell-Side Representation

(02)Inside The
Enterprise

Who Is Nomadic?

Nomadic operates as a specialized creative agency focused on delivering innovative strategies and compelling assets tailored for modern digital platforms. The agency has built a strong reputation in industries such as attractions, hospitality, video games, and better-for-you consumer packaged goods. By collaborating closely with experienced marketing leaders from renowned organizations, Nomadic ensures its creative solutions drive brand awareness and tangible business results. With numerous accolades, including recognition from the North American Effies, Digiday Awards, and Content Marketing Awards, Nomadic has consistently demonstrated excellence in the creative advertising space.

(03)Founder's
Motive

The Why Behind The Sale

Nomadic was part of The Harkey Group, a portfolio of five agencies under its holding company. As the group looked to focus more strategically on its other agencies, they decided it was time to find the right buyer for Nomadic. The leadership team believed Nomadic was an exceptional business with tremendous growth potential, but recognized that a new owner with fresh resources and expertise could take it to even greater heights. The decision to sell was driven by a desire to ensure Nomadic had the leadership and investment needed to scale effectively while allowing The Harkey Group to optimize its portfolio strategy.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The Harkey Group sought a buyer that could provide Nomadic with the strategic backing necessary to fuel its next stage of growth. They wanted a partner with experience in scaling creative and digital-first agencies, financial resources to invest in talent, technology, and expanded service offerings, and alignment with Nomadic’s client-first culture and commitment to creative excellence. It was also important that the new leadership could integrate seamlessly with Nomadic’s existing staff and processes.

(05)Setting the Stage

Preparing Nomadic for Acquisition

To ensure a smooth transaction, Merge worked to highlight Nomadic’s strengths, including its enterprise client base, recurring revenue streams, and award-winning creative work. The agency’s leadership team, led by President Dawn Bates, was actively involved in the preparation process, ensuring that all financials, operational processes, and client relationships were in optimal shape for transition. By demonstrating consistent financial performance with a 19% growth rate from 2021 to 2023 and an average profit margin of 22%, Nomadic positioned itself as a highly attractive acquisition target.

(06)Attracting Suitors

Strategic Marketing of Nomadic for Acquisition

Merge strategically positioned Nomadic to appeal to buyers looking for a strong entry point into the digital marketing sector. The agency’s specialization in content marketing, social advertising, and brand strategy made it an ideal target for firms seeking to expand their digital capabilities. Merge identified Bridgeside Capital as a highly aligned buyer, given its interest in acquiring a platform agency in the digital marketing space.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Bridgeside Capital, a private equity firm with a history of investments across various sectors, had been actively seeking to enter the digital marketing industry. Nomadic stood out due to its seasoned leadership team, marquee client base, and proven expertise in creative strategy. A key factor in the deal’s success was the commitment of Nomadic’s president to remain involved post-acquisition, ensuring continuity and growth. Bridgeside Capital recognized Nomadic’s ability to serve as a foundational platform for further expansion in the sector, making it the perfect fit for their investment goals.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

With Bridgeside Capital’s backing, Nomadic is now well-positioned to scale its operations and expand its service offerings. The acquisition provides additional resources for talent acquisition, technology investment, and market expansion. Nomadic’s leadership team remains intact, ensuring a seamless transition and continued excellence in client service. The agency’s strong workplace culture and history of delivering high-impact creative solutions will be further strengthened under its new ownership, enabling continued success in the evolving digital marketing landscape.

(09)Finding a New Home

The Merge Difference

Merge played a crucial role in facilitating the acquisition of Nomadic, ensuring that both the seller and buyer found the right strategic fit. By understanding The Harkey Group’s goals and Bridgeside Capital’s vision, Merge was able to align the two parties seamlessly. Through expert positioning, targeted outreach, and meticulous deal structuring, Merge helped secure a successful transaction that allows Nomadic to thrive under new ownership while ensuring The Harkey Group achieves its portfolio optimization objectives. This transaction underscores Merge’s expertise in matching high-potential agencies with the right buyers to create lasting value for all stakeholders.


64 Band of Insiders Acquired By RVD Communications

Band of Insiders

(01)Engagement
Overview

Band of Insiders acquirers RVD Communications

Headquartered in the heart of Mexico City, Band of Insiders stands out as a trailblazer in crafting and amplifying powerful messages for brands across a multitude of industries. This dynamic agency excels in leveraging a blend of data-driven strategies and creative ingenuity to deliver outstanding results. Their extensive suite of services includes public relations, influencer marketing, and event production, all designed to elevate brand visibility and engagement. Band of Insiders employs a strategic approach that integrates earned media coverage, influential partnerships, and immersive event experiences, ensuring that every communication touchpoint is both impactful and comprehensive.

(Details)

  • Engagement Buy-Side Representation
  • Type Full Sale
  • Category Under $10M, Creative Content Development
  • Buyer Type Strategic Acquirer
  • Deal Size Under $5M
  • Services Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is Band of Insiders?

With a robust international presence, Band of Insiders boasts five offices and a talented team of over 100 professionals spread across the globe, reinforcing their position as a leader in the marketing and communications field. Their expansive reach and collaborative spirit enable them to deliver bespoke strategies that cater to the unique needs of their diverse clientele. This global footprint not only amplifies their influence but also ensures that they remain at the forefront of industry trends, driving excellence and setting new standards in the realm of brand communication. Through their commitment to excellence and strategic acumen, Band of Insiders continues to shape the marketing landscape and achieve remarkable success for their clients worldwide.

(03)Buyer’s
Motive

The Why Behind the Search

Band of Insiders was seeking an agency with deep expertise in the influencer marketing space to integrate and expand their current portfolio. The objective was to enhance their capabilities and offer more comprehensive services to their clients, aligning with their vision of becoming a leading global agency. By incorporating such an agency, Band of Insiders aimed to strengthen their market position and provide a more robust set of offerings in the US market.

(04)Buyer’s
Vision

Criteria for the Perfect Acquisition Fit

In their pursuit of the perfect acquisition, Band of Insiders aimed to find an agency that would enhance their portfolio, expand their footprint in the US, and integrate effortlessly with their existing team. They sought an agency with a stellar reputation and demonstrated expertise in influencer marketing, coupled with a size and culture that complemented their own. Achieving this strategic alignment was essential for ensuring a smooth transition and sustaining long-term success following the acquisition.

(05)Setting the Stage

Preparing Band of Insiders for an Acquisition

Band of Insiders had a history of successful acquisitions prior to their partnership with Merge. Unlike first-time buyers, they approached the transaction with a well-established strategy, leveraging their experience and working closely with advisors to ensure a smooth and effective process. This preparation involved detailed due diligence, clear communication plans, and a focus on aligning the cultures of both entities to facilitate a seamless transition.

(06)Sealing the Deal

Perfect Matchmaking with the Ideal Seller

Band of Insiders’ search for the ideal acquisition concluded with the discovery of RVD Communications, a distinguished boutique public relations agency known for its expertise in lifestyle, hospitality, and consumer brands. RVD Communications excels in crafting customized communication strategies designed to enhance brand visibility and engagement. Their comprehensive service offerings include media relations, event planning, influencer partnerships, and brand strategy. With a team of seasoned professionals, RVD Communications is dedicated to achieving impactful results and building lasting client relationships. Their personalized approach ensures that each brand’s unique story is compellingly communicated, driving both success and growth.

(07)Unlocking Synergies

Perfect Matchmaking with the Ideal Buyer

Band of Insiders and RVD Communications form an excellent match, with RVD’s expertise in influencer marketing and PR perfectly aligning with Band of Insiders’ vision to expand their US presence. RVD’s established reputation and strong market knowledge complement Band of Insiders’ strategic goals, creating a powerful platform for enhanced influence and market reach. The acquisition has thrived post-transaction, thanks to the strategic guidance of M&A experts Merge, who facilitated a seamless integration. This synergy has allowed both companies to leverage their strengths, resulting in enhanced service offerings, a broader client base, and increased market presence. The combined entity now benefits from improved resource allocation, a robust talent pool, and greater financial stability, positioning them for continued growth and a competitive edge in the industry.

(09)Finding a New Home

The Merge Difference

Band of Insiders and RVD Communications form an excellent match, with RVD’s expertise in influencer marketing and PR perfectly aligning with Band of Insiders’ vision to expand their US presence. RVD’s established reputation and strong market knowledge complement Band of Insiders’ strategic goals, creating a powerful platform for enhanced influence and market reach. The acquisition has thrived post-transaction, thanks to the strategic guidance of M&A experts Merge, who facilitated a seamless integration. This synergy has allowed both companies to leverage their strengths, resulting in enhanced service offerings, a broader client base, and increased market presence. The combined entity now benefits from improved resource allocation, a robust talent pool, and greater financial stability, positioning them for continued growth and a competitive edge in the industry.


65 Trendy Minds Acquired By Faktory

TrendyMinds

(01)Engagement
Overview

TrendyMinds acquires Faktory for growth.

Founded in 1995 by the visionary Trevor Yager, TrendyMinds has grown from its humble beginnings into a leading full-service marketing agency. Over the years, it has carved out a distinct niche with a focused expertise in the healthcare, pharmaceutical, and technology sectors. Known for its innovative strategies and dynamic approach, TrendyMinds combines deep industry knowledge with cutting-edge marketing techniques. The agency’s evolution reflects a commitment to delivering tailored, impactful solutions that drive success for clients in critical and ever-evolving fields.

(Details)

  • Engagement Buy-Side Representation
  • Type Full Sale
  • Category Creative Content Development
  • Buyer Type Strategic Acquirer
  • Deal Size $5M-$10M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is TrendyMinds?

TrendyMinds is a full-service marketing agency dedicated to creating meaningful connections and experiences. With a passion for storytelling and a commitment to data-driven strategies, the agency specializes in healthcare, life sciences, and technology sectors. They offer a comprehensive suite of services, including brand strategy, marketing, digital solutions, and content creation. TrendyMinds prides itself on its interdisciplinary team of experts who strive to drive impactful results for clients such as Salesforce, IU Health, and Lilly, blending creativity with strategic insight to deliver exceptional marketing solutions.

(03)Buyer’s Motive

The Why Behind the Search

TrendyMinds embarked on an ambitious search for an acquisition that would significantly expand their strategic capabilities while aligning with their unwavering commitment to cultivating an exceptional team culture and upholding core values. They sought a partner with a distinguished history of financial stability and performance, along with a forward-thinking approach that complemented TrendyMinds’ vision. The ideal acquisition would not only integrate seamlessly into the TrendyMinds ecosystem, but also enhance their innovation and drive transformative growth across their service offerings.

(04)Buyer’s Motive

Criteria for the Perfect Acquisition Fit

TrendyMinds was in a distinctive position, with founder Trevor Yager having recently sold his agency through Merge. Now strategically aligned with the financial support of the buyer, TrendyMinds was actively seeking to acquire a new business to expand the agency. Their goal was to include a variety of services to create upsell and cross-sell opportunities, diversify their client base, and reach new audiences. They specifically sought a full-service firm with expertise in both traditional and digital media, including PR strategy.

(05)Setting the Stage

Preparing TrendyMinds for an Acquisition

To effectively prepare Trevor and TrendyMinds for their upcoming acquisition, we began by meticulously exploring and defining their search criteria. This involved a comprehensive analysis of their ideal acquisition in terms of size, location, service offerings, and client base. We delved into their funding mechanisms to ensure financial alignment and sustainability. Equally important was understanding the type of founder they sought—whether they preferred someone who would remain involved post-acquisition or a founder ready to exit. This detailed preparation was crucial to tailor our search and ensure we identified the most suitable business opportunities, and that would seamlessly integrate into TrendyMinds’ strategic vision and long-term goals.

(06)Sealing the Deal

Perfect Matchmaking with the Ideal Seller

The search for TrendyMinds’ ideal acquisition culminated with the discovery of Faktory. Based in Utah, Faktory is a full-service agency renowned for its expertise in both traditional and digital media, and its impressive work across various industries. Acquiring Faktory significantly enhances TrendyMinds’ strategic capabilities by expanding their public relations and media services. Faktory’s established roster of enterprise clients in healthcare, finance, and energy broadened TrendyMinds’ client base. Furthermore, Faktory introduces a wealth of new services and innovative perspectives, driving TrendyMinds’ growth and fortifying its talented team.

(07)Unlocking Synergies

Positive Impacts Post-Transaction

Post-acquisition, the partnership between TrendyMinds and Faktory has proven highly successful. Faktory’s CEO and co-founder, Bryant Marcum, now serves as Chief Strategy Officer at TrendyMinds, facilitating a seamless transition and boosting growth strategies for enterprise clients. The alignment of both agencies’ cultures, values, and client service underscores their commitment to excellence. Faktory’s national acclaim in traditional and digital media, PR strategy, and data research complements TrendyMinds’ expertise in healthcare, life sciences, and technology. This collaboration creates a robust, data-driven marketing entity with enhanced resources and limitless possibilities, broadening their capabilities and solidifying their position as a leading force in the marketing industry.

(08)Finding a New Home

The Merge Difference

Merge played a crucial role in the acquisition pairing of TrendyMinds and Faktory by leveraging their expertise to facilitate the transaction. Merge provided strategic guidance and support throughout the acquisition process, ensuring a smooth and efficient execution. Their understanding of both agencies’ strengths and goals helped identify the perfect match, aligning their shared values and complementary services. By orchestrating this partnership, Merge enabled TrendyMinds to expand its capabilities and client base, while giving Faktory the opportunity to integrate its expertise and resources into a larger, dynamic marketing entity.


fathappy-by-five-to-sixty

FatHappy

(01)Engagement
Overview

Strategic buyer acquires FatHappy for growth.

Since its inception in 2009, FatHappy has been at the forefront of the video production industry, excelling in live-action films, motion graphics, animation, and post-production services. Guided by the direction of Matthew Wilder and Amber Vogts, FatHappy has solidified its position as a frontrunner in the production landscape.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Creative Content Development, Under $10M
  • 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 FatHappy?

Rooted in New Orleans’ lively 8th Ward, FatHappy thrives as a creative hub, diversifying its video offerings from animations to broadcast spots and brand films. With a focus on serving clients in non-profit, healthcare, and higher education sectors, their steadfast pursuit of excellence has earned them partnerships with respected institutions like the Children’s Hospital of New Orleans and Tulane University.

(03)Founder's
Motive

The Why Behind The Sale

With FatHappy’s commercial advertising business firmly established, Matthew and Amber wanted to shift gears towards their true passion: developing feature documentaries and narrative films. By selling FatHappy, they’re redirecting resources to seed their next creative adventure in cinematic storytelling. The sale represented their commitment to innovation and their vision of crafting compelling narratives that resonate deeply with audiences, marking a new chapter in their journey of creative exploration.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Amber and Matthew envisioned a space for their team to flourish within a broader ecosystem, enrich their resources and expand their audience reach. Acknowledging the importance of having a reputable partner in the production industry to elevate their endeavors, they actively pursued a well-known leader to guide their team towards greater accomplishments.

(05)Setting the Stage

Preparing FatHappy for Acquisition

Before the sale, Merge conducted an extensive analysis of Fathappy’s financials, operational processes, and market status. The aim was to highlight Fathappy’s value proposition, which focuses on delivering premium content production for social sectors.

(06)Attracting Suitors

Strategic Marketing of FatHappy for Acquisition

When marketing Fathappy, Merge emphasized the opportunities for growth, such as digital media planning & buying for comprehensive video marketing solutions. Despite initial growth via word-of-mouth referrals, Merge highlighted Fathappy’s strategy for outbound marketing and expanding its sales team. With a core team of 9 professionals serving as both producers and account executives, Fathappy ensures exceptional service and diverse expertise, reinforcing its stellar reputation through trusted client relationships and top-notch work.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Five to Sixty, known for crafting dynamic 5 to 60-second commercials and branded entertainment tailored to the digital landscape, is renowned for excellence and innovation in video production. Merge uncovered that Five to Sixty had a strategic vision to expand regionally and enrich their service offerings, allowing them to leverage FatHappy’s expertise in serving SMBs while sharing a commitment to exceptional work.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

With Matthew and Amber taking on key roles, the integration is set to bring seamless teamwork, reinforcing FatHappy and Five to Sixty’s leadership in video production. Their involvement ensures a smooth transition, combining the strengths of both companies to deliver a higher caliber of content to clients. This move highlights Five to Sixty’s dedication to excellence and growth in the industry.

(09)Finding a New Home

The Merge Difference

Merge facilitated the ideal pairing of FatHappy through upfront analysis and marketing expertise, guiding the process seamlessly at every stage. Conducting comprehensive financial analysis, we highlighted FatHappy’s growth potential; showcasing strengths and aligning interests. Our team championed Amber & Matthew into an exciting next chapter, capitalizing on growth prospects and broadening market presence.


lens-end-by-brandstar

Lens End Media

(01)Engagement
Overview

Strategic buyer acquires Lens End Media for growth.

Founded in 2020 by Ibrahim Zafar, Lens End Media emerged amidst the challenges of the pandemic with a clear mission: to redefine brand storytelling through innovative video production. Beginning as a modest operation on a dining room table in Arlington, VA, the agency embarked on a 4-year journey. Through ambition, resilience, and commitment to their clients, Lens End Media experienced unprecedented growth, surpassing aggressive projections. As a result, Ibrahim secured partnerships with renowned brands such as the NBA, Deloitte, Walgreens, and Red Nose Day.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Under $10M, Creative Content Development
  • Buyer Type Holding Company
  • 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 Lens End Media?

Lens End Media stands out for its comprehensive approach to high-impact video production, crafting top-notch content, optimizing it across digital channels, and seamlessly integrating ads into impactful campaigns With clients spanning across Music, Sports, Nonprofit, Live Events, and Automotive industries, there isn’t a market they can’t succeed in. Utilizing state-of-the-art equipment and cutting-edge technology, including AI, they automate processes for both clients and team members. Specializing in video ad placement on Social Media and CTV, Lens End Media generates attention and results for their clientele.

(03)Founder's
Motive

The Why Behind The Sale

Ibrahim saw an opportunity for both personal and professional advancement through a strategic divestment. With the recent arrival of his son, he felt a renewed motivation to seek out opportunities that would not only provide him with the chance to grow personally but also to expand his professional horizons. Joining a larger leadership team was on his radar, as he believed it could offer him the platform for substantial career development and the ability to provide enhanced services to his clients.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Ibrahim’s ideal buyer was one with a broader ecosystem and more robust infrastructure than Lens End currently possessed. Rather than merely seeking a buyer with existing production capabilities, Ibrahim envisioned a partner capable of leveraging Lens End’s expertise to enrich and elevate their own operations.

(05)Setting the Stage

Preparing Lens End Media for Acquisition

To prepare Lazarus Design Team for the market, Merge conducted a comprehensive analysis of the agency’s operations, financials, and client relationships. This thorough assessment aimed to present the agency in a compelling manner, highlighting its strengths and achievements. Merge worked closely with the founders to refine their narrative, helping them articulate their vision and what they sought in a buyer, ensuring that potential suitors understood the value of the agency.

(06)Attracting Suitors

Strategic Marketing of Lens End Media for Acquisition

When Lens End Media went up for sale, it was vital to showcase its remarkable growth in just four years. Ibrahim’s leadership established a reputation for excellence and innovation across various capabilities within the video production space. Merge worked to show buyers that between the company’s strong foundation, efficient procedures, and key client relationships, there was a solid platform for future scalability.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Merge found Lens End’s perfect buyer in BrandStar, a solutions-driven, vertically integrated production and marketing company. BrandStar’s decision to acquire Lens End Media was aimed at expanding its national footprint, particularly establishing a production presence in Washington, DC, and surrounding areas. The acquisition was fueled by BrandStar’s recognition of Lens End Media’s adept use of cutting-edge technology to optimize processes and achieve outstanding results. Under the continued leadership of CEO, Ibrahim Zafar, Lens End Media’s team continues to operate from its current location, ensuring continuity and expertise within the organization.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, Lens End Media and BrandStar work collaboratively to deliver high-impact video content across their client base and established network. They capitalize on BrandStar’s expertise to launch fully-integrated marketing campaigns, tapping into BrandStar’s ecosystem of specialty agencies to enhance their offerings. This partnership ensures that they continue to provide cutting-edge solutions to their clients while expanding their capabilities in the ever-evolving landscape of media production and marketing.

(09)Finding a New Home

The Merge Difference

Merge was instrumental in facilitating the acquisition of Lens End by BrandStar. Recognizing Ibrahim’s aspirations to elevate his service offerings by integrating into a larger ecosystem, Merge diligently sought out a buyer who not only comprehended his goals but also appreciated the unique value he could bring to the table. This understanding, coupled with Merge’s expertise in matching businesses with compatible partners, ensured a successful transition that aligned with Ibrahim’s vision for the future of Lens End within the broader BrandStar framework.


The Boston Group By Isovera

The Boston Group

(01)Engagement
Overview

Strategic buyer acquires The Boston Group for growth.

Since its inception in 1994, The Boston Group (TBG) stands out as a premier B2B and B2G marketing communications firm, boasting a global client roster across sectors like aerospace, defense, technology, healthcare, and more. TBG has been celebrated for its innovative programs that streamline client initiatives, drive market engagement through dynamic creative solutions, and ensure effective communication both internally and externally.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Female Founded, Creative Content 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 The Boston Group?

TBG excels in transforming complex marketing challenges into strategic opportunities, leveraging its deep industry insights to foster client growth in competitive markets. With a dedication to excellence and a passion for innovation, TBG has become a trusted partner for businesses seeking to navigate the complexities of digital transformation and market positioning.

(03)Founder's
Motive

The Why Behind The Sale

Leslie Kaplan, the visionary founder of TBG, embarked on the journey with Isovera fueled by a desire to rejuvenate the firm’s energy, broaden its client base, and amplify its capabilities. Her strategic foresight aimed to align with a partner well-versed in the intricate demands of TBG’s niche markets, capable of leveraging the existing team’s expertise to navigate the complexities of aerospace, defense, and technology sectors.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Kaplan’s vision was clear: to find an agency partner that could both complement and expand TBG’s B2B brand strategy prowess across various industries. With an experienced leadership team ready to assume greater responsibility, Kaplan sought a partner that could provide her team with growth opportunities and enhance their strategic impact in the market.

(05)Setting the Stage

Preparing The Boston Group for Acquisition

Under Kaplan’s guidance, TBG was poised for growth, showcasing a solid foundation in brand strategy and digital analytics. Their established presence in aerospace and technology, combined with a team eager for expansion, made TBG an attractive acquisition target for agencies looking to cement their footprint in these sectors.

(06)Attracting Suitors

Strategic Marketing of The Boston Group for Acquisition

TBG’s unique positioning and Kaplan’s open-minded approach to finding a strategic fit played a critical role in attracting the right partner. Isovera, with its complementary capabilities and client base, emerged as the ideal suitor, recognizing the value TBG could bring to their operations.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The alignment between Isovera and TBG’s visions, capabilities, and market ambitions underscored the seamless nature of this acquisition. Both parties saw immediate synergies, with Isovera keen to integrate TBG’s seasoned professionals into their fold to drive market share growth and expand their service offerings.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The union of TBG and Isovera has proven to be a strategic masterstroke, combining strengths in authenticity, creativity, and innovation to exceed client expectations. This partnership has not only expanded the service portfolio but also fostered a collaborative culture committed to excellence and customer satisfaction.

(09)Finding a New Home

The Merge Difference

Isovera’s acquisition of TBG has created a new chapter for the latter, offering a vibrant platform for growth, leadership opportunities, and a chance to be part of a larger, more diverse organization. Merge enabled this strategic partnership, which has solidified both agencies’ positions in the market, promising a future of continued innovation and success.


Schiefer Chopshop

(01)Engagement
Overview

Entrepreneurial buyer acquires Schiefer Chopshop for growth.

Founded in 1985, Schiefer Chopshop (SCS) is a dynamic and versatile agency known for housing both creative and analytical capabilities under one roof. With its inception over three decades ago, SCS has grown both organically and through strategic acquisitions. The agency stands out for its unparalleled creative services and data-driven digital solutions, catering to a diverse and impressive client list across various industries.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Over $10M, Creative Content Development
  • Buyer Type Holding Company
  • Deal Size $25M-$50M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Inside the Enterprise: Who Is SCS?

SCS stands as a paragon of innovation and strategic growth. James Schiefer, who, with visionary leadership and a forward-thinking approach, steered the agency towards new horizons of success. From strategic acquisitions to cultivating a unique brand ethos, SCS’s story is a testament to the power of visionary leadership and strategic partnerships in sculpting the future of a creative enterprise.

(03)Founder's
Motive

The Why Behind The Sale

James Schiefer, who joined SCS in 2001 and became the sole owner in 2005, was motivated to elevate SCS to a top-tier agency in the brand transformation sector. His vision was to partner with an entity that could help realize this ambition. He sought to enhance the agency’s service portfolio and employee skill set through acquisitions, thereby scaling SCS to new heights.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

James envisioned a partnership with a buyer who not only shared SCS’s capabilities but also aligned with his long-term strategic growth plans. He aimed to continue the agency’s expansion through a portfolio strategy, emphasizing a blend of skilled management, diverse revenue streams, and a strong client base.

(05)Setting the Stage

Preparing SCS for Acquisition

Under James’s leadership, SCS was groomed for acquisition. The agency boasted a comprehensive suite of services, a robust list of notable clients, and a diversified and experienced management team. This preparation was key to making SCS an attractive acquisition prospect.

(06)Attracting Suitors

Strategic Marketing of SCS for Acquisition

In his quest for the ideal buyer, James engaged with Merge, a firm specializing in finding suitable acquisition partners. The goal was to find a buyer that would not only offer the necessary financial backing but also align with SCS’s culture and strategic vision.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

PopReach, a Canada-based publicly traded multi-platform technology company, emerged as the ideal buyer for SCS. Their focus on expanding their portfolio through acquisitions and optimizing companies within the digital media ecosystem made them a perfect match for SCS’s future growth and strategic plans.

(08)Unlocking Synergies

Positive Impacts Post SCS Transaction

The acquisition by PopReach offered significant synergies, enhancing SCS’s ability to scale and grow. James’s vision of long-term strategy and cultural alignment was acknowledged and encouraged by PopReach, promising a fruitful collaboration post-acquisition.

(09)Finding a New Home

The Merge Difference

The successful partnership and acquisition by PopReach was facilitated by Merge, which played a crucial role in identifying and securing a buyer that resonated with SCS’s unique culture and strategic objectives. Merge’s expertise in M&A was instrumental in this successful transition, ensuring a perfect fit for both parties.


Beacons Point

(01)Engagement
Overview

Strategic buyer acquires Beacons Point for growth.

Established in 2012, Beacons Point is a Hubspot Platinum inbound marketing agency based in Southern California. Beacons Point stands out for its expertise in propelling B2B businesses to new heights.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Under $10M, Creative Content 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 Beacons Point?

Beacons Point has become the go-to partner for B2B businesses seeking growth through connection, relationships, and trust. Specializing in content marketing, HubSpot consulting, and video production, the agency has established itself as a key player in creating growth through strategic and creative marketing solutions.

(03)Founder's
Motive

The Why Behind The Sale

The three co-founders of Beacons Point, Ross Nelson, Brian Serocke, and Alex Meade, after a decade of nurturing and growing the agency, were ready to explore new professional avenues. Seeking to leverage their individual talents in senior leadership roles, they envisioned a future where they could transition away from ownership responsibilities while ensuring the agency’s continued growth and success.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The co-founders sought a buyer who could unlock Beacons Point’s full potential, offering growth opportunities for their skilled team. Their goal was to find a partner aligned with the agency’s values and capable of providing resources and pathways for team development and agency expansion.

(05)Setting the Stage

Preparing Beacons Point for Acquisition

In collaboration with Merge, the co-founders prepared Beacons Point for sale. Their focus was on highlighting the agency’s strengths, including its proven processes, high client retention rates, and stellar reviews, to attract the right buyer.

(06)Attracting Suitors

Strategic Marketing of Beacons Point for Acquisition

Merge’s expertise was pivotal in strategically marketing Beacons Point, drawing in potential buyers who could appreciate the unique value proposition of the agency and align with its culture and vision.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The ideal match for Beacons Point was found in 120over80, a Chicago-based digital marketing agency. Sharing synergies in culture, values, and client focus, both agencies were committed to impactful client service, making this union a strategic fit.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The merger of Beacons Point and 120over80 led to the creation of Behind the Work, a new agency with a diverse range of expertise, uniquely positioned to serve clients with enhanced capabilities. This synergy unlocked new growth avenues for the team and the combined agency.

(09)Finding a New Home

The Merge Difference

Merge played a crucial role in facilitating this successful acquisition, ensuring that the merger not only aligned with financial and strategic goals but also fostered a culture where the combined strengths of both agencies could flourish, paving the way for a promising future for Behind the Work.


P11 Creative

(01)Engagement
Overview

Entrepreneurial buyer acquires P11 Creative for growth.

Founded in 1989, P11 Creative is a distinguished creative agency based in California, specializing in marketing services for real estate developers and multi-family property management companies. With a deep commitment to client success, P11 has distinguished itself in the marketing realm, particularly catering to real estate developers and multi-family property management firms.

(Details)

  • Engagement Sell-Side Representation
  • Type Growth Investment
  • Category Creative Content Development, Under $10M
  • Buyer Type Entrepreneurial Buyer
  • 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 P11 Creative?

The agency has carved out a niche in website development, branding, and various digital and print marketing services, building a reputation for excellence and a stable client base with an 80% repeat rate. P11’s exceptional approach and dedicated team have solidified its stature as a leader in specialized marketing solutions.

(03)Founder's
Motive

The Why Behind The Sale

Lance Huante, the founder of P11, after three decades of nurturing and growing the agency, was ready to partner with someone who could help scale the business. His vision was to expand the client roster and leverage his team’s deep industry knowledge to create new growth opportunities.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Lance sought a partner who could bring new perspectives and innovation to P11, enhancing the agency’s capabilities and reach. He envisioned a partner with a deep understanding of the real estate marketing space to appreciate the impact of his team’s work on client strategies.

(05)Setting the Stage

Preparing P11 Creative for Acquisition

Lance prepared P11 for acquisition with the goal of scaling the business and expanding its market presence. This preparation involved highlighting the agency’s specialized industry niche, deep reputation, and highly tenured team.

(06)Attracting Suitors

Strategic Marketing of P11 Creative for Acquisition

Lance engaged with various potential buyers, ranging from digital marketing agencies to traditional financial buyers, keeping an open mind throughout the process to find the best cultural and strategic fit for P11.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Bhavin Patel emerged as the ideal buyer – a blend of a strategic partner with a credible financial background and a passion for real estate. His insights into the digital marketing space and his desire to grow a business with a strong creative and consistent industry focus made him the perfect fit.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The partnership between Lance and Bhavin promised new growth avenues for P11, blending Bhavin’s financial acumen and industry insights with the creative strengths of P11’s team, setting the stage for a new era of success and innovation.

(09)Finding a New Home

The Merge Difference

Merge played a crucial role in this acquisition, expertly facilitating the match between Lance’s vision for P11 and Bhavin’s strategic and financial expertise, ensuring a smooth transition and a promising future for the agency under this new partnership.


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