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(01)Engagement
Overview
Founded in 2013, SMA is a New York based full-service creative agency serving B2B organizations across professional services, higher education, legal, and technology sectors. Blending brand strategy, content development, media, and business consulting, SMA built a reputation for delivering fully integrated campaigns that drive both brand and demand. Over time, the agency produced award-winning work for national brands including BDO, Brother International, Monroe College, Bay State University, Kyocera, and Legal Resources, while continuing to evolve its digital capabilities to compete with top-tier agencies.
(02)Inside The
Enterprise
SMA operates as a fully integrated marketing partner, supporting clients through brand development, creative campaign strategy, video and film production, digital and social content, business consulting, and media planning and buying. The agency’s model is rooted in close collaboration, with strategy, creative, production, and media working together to solve complex business challenges. Its hybrid workforce and scalable freelance network allowed SMA to remain agile while maintaining a high standard of delivery across every engagement.
(03)Founder's
Motive
President and primary shareholder Bob Rose spent more than a decade growing SMA into a respected agency with deep client relationships and a strong reputation in the B2B space. As the market evolved and the agency navigated periods of change, Bob began exploring what the next chapter could look like for the business. While SMA remained anchored by a long-standing agency-of-record relationship with BDO, Bob recognized the opportunity to partner with a buyer who could bring new momentum, expanded resources, and a broader platform for growth.
(04)Founder’s Vision
For Bob, the right buyer needed to understand the value of integrated marketing, long-term client partnerships, and a hands-on, collaborative culture. It was important that SMA’s people, processes, and client relationships were respected and preserved. The ideal partner would bring operational scale and business development support while allowing SMA’s leadership and creative teams to continue delivering work with the same care and strategic depth.
(05)Setting the Stage
To prepare SMA for market, Merge highlighted the agency’s long-standing anchor client relationship, its award-winning portfolio, and its ability to embed deeply within client organizations. The business was positioned as a well-established agency with a resilient revenue model built on retainers, media commissions, and production margins. Its lean structure, experienced leadership, and scalable delivery model made SMA an attractive platform for a strategic buyer seeking both stability and growth potential.
(06)Attracting Suitors
Merge marketed SMA as a trusted creative and media partner with proven expertise in high-touch B2B engagements. Buyers were drawn to the agency’s collaborative approach, senior leadership involvement, and reputation for delivering thoughtful, results-driven work. Although the business had experienced client concentration and revenue shifts in recent years, its strong foundation and long-term client relationships signaled meaningful opportunity for expansion under the right ownership.
(07)Sealing the Deal
SMA was acquired by Bray & Co, a strategic buyer aligned with SMA’s integrated service model and client-first philosophy. The partnership created continuity for SMA’s clients and team while opening the door to new operational support, business development capabilities, and long-term growth within a larger platform.
(08)Unlocking Synergies
Following the acquisition, SMA became part of a broader organization positioned to support expansion, diversification, and collaboration. With additional infrastructure and resources behind it, the agency is now better equipped to grow its client base, expand service offerings, and deepen existing relationships while maintaining the culture and creative standards that defined its success.
(09)Finding a New Home
Merge guided SMA through a founder-first acquisition process focused on alignment, continuity, and long-term opportunity. Through thoughtful positioning, targeted buyer outreach, and hands-on transaction support, Merge helped place SMA with a partner that honors its legacy and supports its next chapter of growth with Bray & Co.
(01)Engagement
Overview
Founded in 2018, PromoShak is a promotional products agency based in Austin, Texas, operating with a fully remote team. The agency helps property management firms, gaming companies, and corporate teams bring their brands to life through custom promotional products, including apparel, drinkware, tech accessories, and branded merchandise. Built as an independent unit of Threshold Agency, PromoShak grew into a profitable, streamlined business with consistent execution and strong client relationships.
(02)Inside The
Enterprise
PromoShak operates with a simple, request-driven model supported by clearly documented workflows. From product sourcing and artwork proofs to production oversight and shipping, the agency manages the entire process through a trusted distributor network. This structure allows the business to run efficiently with minimal oversight while consistently delivering on time and on budget. Clients value the one-stop convenience and dedicated point of contact, which has led to repeat work and long-term relationships across multiple industries.
(03)Founder's
Motive
PromoShak was built to operate independently from Threshold Agency with limited founder involvement. Over time, the business reached a point where it could continue running smoothly without hands-on oversight. The owner chose to explore a sale to allow a new operator or strategic buyer to take over a stable, profitable business while ensuring continuity for clients and vendors. The founder remained available post-transaction to support a smooth transition.
(04)Founder’s Vision
The ideal buyer for PromoShak was one that valued operational efficiency, strong vendor relationships, and consistent client service. The founder sought a partner that could preserve PromoShak’s service model while offering the scale, infrastructure, and support to expand its reach. Ensuring a seamless experience for clients and maintaining quality standards were key priorities.
(05)Setting the Stage
To prepare PromoShak for market, Merge focused on highlighting the agency’s lean cost structure, documented workflows, and consistent financial performance. With a fully remote model, low overhead, and a clear pricing structure, PromoShak was positioned as a plug-and-play acquisition with predictable revenue and strong margins supported by a diversified base of repeat clients.
(06)Attracting Suitors
Merge marketed PromoShak as a dependable, asset-light promotional products agency with national reach and clear growth opportunities. While the business relied primarily on referrals and inbound inquiries, buyers recognized opportunities to expand outbound sales efforts, formalize referral programs, and introduce streamlined reordering capabilities.
(07)Sealing the Deal
PromoShak was acquired by Fully Promoted, a national promotional products and marketing services franchise. The acquisition allowed Fully Promoted to expand its capabilities with a proven, efficient operation while providing PromoShak with access to a larger platform, broader resources, and additional growth opportunities. The transition was structured to ensure continuity for clients, vendors, and internal processes.
(08)Unlocking Synergies
Following the acquisition, PromoShak was well-positioned to grow within the Fully Promoted ecosystem. The combination created opportunities to expand service offerings, reach new geographic markets, and increase repeat business through Fully Promoted’s established network. At the same time, PromoShak’s streamlined workflows and vendor relationships strengthened operational efficiency across the broader organization.
(09)Finding a New Home
Merge played a key role in positioning PromoShak for a successful acquisition by Fully Promoted. Through thoughtful positioning, targeted buyer outreach, and hands-on deal execution, Merge facilitated a smooth transaction that aligned the seller’s goals with Fully Promoted’s growth strategy. The result is a strong partnership that supports continued expansion while preserving the operational strengths that made PromoShak successful.
(01)Engagement
Overview
Founded in 1988, NeigerDesign is a Chicago-based brand and strategic marketing agency serving trade associations, nonprofits, healthcare organizations, and B2B companies. With more than three decades of experience, the agency built a strong reputation for combining thoughtful brand research with creative execution across print, digital, and web. Known for its collaborative approach and long-standing client relationships, NeigerDesign consistently delivered measurable results through strategic branding and integrated marketing programs.
(02)Inside The
Enterprise
NeigerDesign operates as a full-service agency offering brand research and strategy, print and digital design, website development, and digital marketing. The team works closely with executive leadership and boards to guide brand decisions that support long-term growth. With a mix of project-based work and recurring retainer relationships, the agency maintained a stable revenue base and deep client trust across multiple sectors.
(03)Founder's
Motive
After building NeigerDesign over several decades, the founder reached a point where she was ready to step into a new creative chapter while ensuring the agency’s legacy continued. While the business remained profitable and well-positioned, the founder sought a transition that would provide continuity for clients and employees while allowing her to pursue fine arts and personal interests beyond day-to-day agency leadership.
(04)Founder’s Vision
The ideal buyer needed to value strategic branding, creative rigor, and strong client relationships. Cultural alignment was important, along with the ability to support the team and preserve NeigerDesign’s collaborative, research-driven approach. The founder prioritized a smooth transition that would allow clients to continue receiving the same level of service while opening new opportunities for growth.
(05)Setting the Stage
To prepare NeigerDesign for market, Merge highlighted the agency’s long operating history, consistent financial performance, and diversified client base. The business was positioned as a well-established marketing agency with in-house web development capabilities and a balanced mix of project and recurring revenue. Its strong brand reputation and experienced team made it an attractive opportunity for buyers seeking stability and expansion.
(06)Attracting Suitors
Merge marketed NeigerDesign as a trusted brand partner with deep expertise in associations, nonprofits, healthcare, and B2B marketing. Buyers were drawn to the agency’s long client tenure, proven processes, and opportunities to expand digital marketing, branding strategy, and web development services.
(07)Sealing the Deal
NeigerDesign was acquired by Creative Edge, a strategic buyer aligned with the agency’s creative and brand-focused strengths. The transaction allowed NeigerDesign to continue serving its clients with consistency while benefiting from additional operational support and resources. The founder supported the transition to ensure continuity for the team and a seamless handoff of client relationships.
(08)Unlocking Synergies
Following the acquisition, NeigerDesign was well-positioned to expand its digital marketing and web development offerings within the Creative Edge platform while maintaining its core branding expertise. The combination created opportunities to deepen client relationships, pursue new verticals, and scale services without disrupting existing operations or culture.
(09)Finding a New Home
Merge guided NeigerDesign through a thoughtful acquisition process that balanced legacy, people, and future opportunity. Through careful positioning, targeted buyer outreach, and hands-on execution, Merge helped facilitate a transaction that met the founder’s goals and positioned NeigerDesign for continued success under Creative Edge.
(01)Engagement
Overview
Founded in 2014, Ideometry is a full-service growth marketing agency focused on B2B SaaS and robotics companies. Over the past decade, the agency built a strong reputation for helping technically complex businesses scale through strategic planning, lead generation, branding, and web execution. Ideometry worked with a mix of venture-backed startups and publicly traded companies, establishing a clear niche at the intersection of SaaS and robotics.
(02)Inside The
Enterprise
Ideometry operates as a remote-first agency with a highly collaborative team model. The agency is known for embedding directly into client organizations and taking ownership of the full marketing ecosystem. From audits and strategy to execution across lead generation, design, automation, and analytics, Ideometry functions as an extension of its clients’ teams. Long-standing client relationships and a strong base of recurring revenue positioned the agency as a trusted growth partner in competitive, technical markets.
(03)Founder's
Motive
After more than ten years of building Ideometry, the founders reached a point where they felt proud of what they had created but began to experience slower growth. Rather than continuing independently, they decided to explore joining a larger organization that could provide additional support, infrastructure, and new opportunities to scale. Their priority was ensuring the business could continue to grow while giving the team access to broader resources.
(04)Founder’s Vision
The founders were intentional about finding a buyer aligned with Ideometry’s B2B SaaS focus and collaborative culture. Flexibility was an important factor. One founder, Josh, wanted to remain involved and continue leading the team, while his partner, Charles, was ready to exit. The right partner needed to support leadership continuity, team integration, and future growth.
(05)Setting the Stage
To prepare Ideometry for acquisition, Merge focused on highlighting the agency’s strong recurring revenue model, long client retention, and specialized expertise in B2B SaaS and robotics. Ideometry’s integrated delivery approach and proven results across complex industries positioned the agency as a strategic platform for growth rather than a traditional agency exit.
(06)Attracting Suitors
Merge marketed Ideometry as a growth-focused agency with deep technical expertise and strong relationships within the SaaS ecosystem. Its ability to integrate seamlessly with client teams and deliver consistent, measurable results made it an attractive opportunity for buyers pursuing expansion within B2B SaaS.
(07)Sealing the Deal
Ideometry was acquired by Marketers in Demand, a B2B SaaS marketing group executing a broader roll-up strategy. Having already completed several acquisitions, Marketers in Demand saw Ideometry’s robotics and SaaS expertise as a natural addition to its platform. The structure of the deal allowed Josh to stay on and continue leading the Ideometry team, while Charles successfully exited, creating alignment on both sides.
(08)Unlocking Synergies
Following the acquisition, Ideometry and Marketers in Demand began integrating teams and expanding cross-selling opportunities across their shared client base. The combined organization increased depth across strategy and execution, unlocked new growth opportunities, and strengthened its ability to serve SaaS clients, all while maintaining continuity for clients and employees.
(09)Finding a New Home
Merge played a key role in aligning Ideometry with Marketers in Demand by balancing strategic fit with founder goals. Through thoughtful positioning, targeted outreach, and hands-on deal execution, Merge helped structure a transaction that supported leadership continuity, team stability, and long-term growth. The result is a partnership that positions Ideometry for its next phase of growth within a larger B2B SaaS-focused ecosystem.
(01)Engagement
Overview
Founded in 2019, Social Growth Labs is a marketing and growth agency built around one mission: helping startups go to market with impact. The agency carved out a niche as the go-to expert for Product Hunt launches, supporting VC-backed SaaS startups through pre-launch activation, launch-day promotion, and post-launch growth.
Working with founders from pre-seed to Series A, Social Growth Labs blends go-to-market strategy, user research, and performance marketing to help clients secure top rankings, gain traction, and drive measurable user acquisition. With a performance-based pricing model that rewards launch success, the agency built trust through results, powering more than 120 launches with a lean global team and strong margins.
(02)Inside The
Enterprise
Founder Leo Bosuener started Social Growth Labs as a remote-first agency designed for autonomy and flexibility. After five years of building a self-sustaining business with minimal founder oversight, Leo was ready to step back to focus on his family and spend more time with his two young daughters. He wanted to ensure the agency would continue growing under a buyer who shared his appreciation for efficiency, innovation, and scalable marketing systems.
(03)Founder's
Motive
Leo sought a buyer who could expand Social Growth Labs’ model beyond one-time campaigns into recurring GTM retainers, SaaS partnerships, and post-launch growth programs. The ideal acquirer would understand early-stage startups, value the Product Hunt niche, and bring the resources to scale inbound demand while maintaining the agency’s high-performance standards
(04)Founder’s Vision
With a streamlined structure, proven outbound engine, and global team that required just a few hours of founder time per week, Merge positioned Social Growth Labs as a turnkey acquisition for buyers seeking a high-margin, low-touch growth platform with built-in credibility.
(05)Setting the Stage
With a streamlined structure, proven outbound engine, and global team that required just a few hours of founder time per week, Merge positioned Social Growth Labs as a turnkey acquisition for buyers seeking a high-margin, low-touch growth platform with built-in credibility.
(06)Attracting Suitors
Merge marketed Social Growth Labs as a rare opportunity to acquire a performance-based SaaS growth agency with an established niche and proven success formula. By emphasizing its systemized process, lean team, and repeatable outcomes, the agency attracted buyers looking for operational simplicity with strong ROI potential.
Target outreach focused on marketing groups, digital holding companies, and entrepreneurs in the SaaS ecosystem who were seeking to expand into go-to-market services for startups.
(07)Sealing the Deal
Social Growth Labs was acquired by Thomas Liu, a Columbia MBA and finance professional with experience in M&A, valuations, and transaction advisory at Gerald Edelman in London. Liu’s background in financial strategy and scaling businesses made him the perfect buyer to expand the agency’s model and integrate it into a broader digital portfolio.
(08)Unlocking Synergies
Under new ownership, Social Growth Labs is exploring new growth opportunities including recurring GTM services, venture partnerships, and community-driven marketing programs. The acquisition has enabled the agency to enhance its service mix while preserving its core strength of helping founders successfully launch and scale on Product Hunt and beyond.
(09)Finding a New Home
Merge’s positioning and hands-on marketing approach showcased Social Growth Labs as more than a niche agency. It was a proven growth engine with expansion potential. By highlighting its profitability, operational efficiency, and founder story, Merge attracted a values-aligned buyer and facilitated a smooth transition that allows Leo to step back while ensuring the agency continues to thrive.
(01)Engagement
Overview
Founded in 2007 in St. Louis, Origin Agency is a marketing agency specializing in retail and promotional marketing for beverage brands—particularly spirits, wine, and non-alcoholic alternatives. Origin was launched by founders Julie Wood, Michelle Thomas, and Lance Thomas after leaving large agencies to build a flatter, more efficient model. The agency offers campaign development, merchandising, branding and packaging, advertising, and in-house photography. With deep integration at major clients like Pernod Ricard USA, Gallo, Proximo Spirits, and Ritual Zero Proof, Origin is consistently ranked among their top agencies for creativity, account service, and adaptability.
(02)Inside The
Enterprise
Origin Agency is a full-service creative partner that helps beverage brands stand out across retail, digital, and experiential channels. Their expertise spans the entire consumer journey, including shopper marketing, seasonal retail audits, packaging design, and in-house photography. The team works hand-in-hand with clients to develop cohesive strategies that engage consumers both in-store and online. With a strong reputation for creative execution and operational efficiency, Origin has become an indispensable partner for tier-one beverage companies.
(03)Founder's
Motive
The founders of Origin were seeking a partner to help scale the agency beyond its boutique structure. Their goals included reducing the operational and administrative burden on leadership, securing a succession plan that protected their employees and clients, and positioning the agency for growth into adjacent categories such as craft beer and non-alcoholic beverages. They also wanted to explore efficiencies through AI and new technologies while ensuring cultural alignment with any future buyer.
(04)Founder’s Vision
The founders were looking for a buyer who could provide the infrastructure, resources, and leadership needed to expand Origin’s already strong foundation. The ideal fit was a partner who shared their passion for the beverage industry and could bring additional scale and operational expertise without disrupting the agency’s culture. Preserving creative autonomy, supporting employees, and strengthening client relationships were critical factors in the search.
(05)Setting the Stage
To position Origin as an attractive acquisition target, Merge emphasized its recurring 75% retainer-based revenue model, long-standing partnerships with global beverage leaders, and strong profitability with $3.3M in revenue and $1.15M EBITDA at a 4.1x multiple. Merge also highlighted the agency’s reputation for creativity, its in-house capabilities like photography, and its industry-leading seasonal retail audits, which consistently generate both client retention and new business opportunities.
(06)Attracting Suitors
Merge positioned Origin as a high-performing creative agency with a niche focus on the beverage sector. By showcasing its strong relationships with leading spirits and wine brands and its proven ability to deliver award-winning campaigns, Merge attracted multiple interested parties. Buyers were particularly drawn to Origin’s scalable business model, recurring revenue streams, and highly integrated client relationships.
(07)Sealing the Deal
The buyer was a group of entrepreneurs with agency, HR, and consulting backgrounds who shared a strong cultural alignment with Origin’s leadership. They saw the opportunity to take Origin to the next level by investing in infrastructure and leveraging the agency’s expertise and client base. The founders rolled equity and remain active in the business, ensuring continuity for employees and clients. The acquisition gave the buyer immediate access to deep expertise and relationships in the beverage sector while providing Origin with a platform for growth into non-alc, craft beer, and broader CPG.
(08)Unlocking Synergies
Since the acquisition, Origin has been positioned to expand into new categories while continuing to serve its core beverage clients at the highest level. With the buyer’s operational support, the agency is exploring new efficiencies, including AI-driven processes, while broadening its footprint across CPG verticals. The founders’ continued involvement ensures consistency in client relationships and creative execution, while the buyer brings the infrastructure to fuel long-term growth.
(09)Finding a New Home
Merge played a critical role in identifying the right partner for Origin. Through thoughtful positioning, targeted outreach, and expert negotiation, Merge connected the founders with a culturally aligned buyer who shared their vision for growth. By balancing the agency’s need for scale with its commitment to creativity and culture, Merge secured a transaction that empowers Origin to thrive in its next chapter.
(01)Engagement
Overview
Founded in 2009, Punch PR is a Milwaukee-based public relations agency specializing in media relations, influencer marketing, and brand activations. Built by co-founders Lauren Grimm and David Racine, the agency earned a reputation for crafting tailored, results-driven campaigns for clients like Fromm Family Foods, KEEN Utility, and Generac. Known for its long-standing client relationships and 90% retainer-based revenue model, Punch PR combined creative strategy with operational stability through a lean, experienced team of seven. After more than a decade of consistent performance, Punch PR was acquired by Trozzolo Communications Group, a values-aligned agency looking to expand its footprint in Milwaukee and continue delivering integrated, high-impact communications work across the Midwest.
(02)Inside The
Enterprise
With complementary backgrounds in media relations, communications, and event production, co-founders Lauren Grimm and David Racine created Punch PR as a trusted, high-performing agency grounded in strategy and measurable results. Headquartered in Milwaukee, the firm quickly built a name for itself in the Midwest and beyond by delivering standout work in media relations, influencer marketing, and brand activations. The agency’s success was driven by a lean team of seven, a commitment to long-term client relationships, and an impressive portfolio featuring brands like Fromm Family Foods, KEEN Utility, and Generac. With 90% of revenue generated from recurring retainers, Punch PR’s business model offered stability, predictability, and room to scale.
(03)Founder's
Motive
The founders of Punch PR were looking to take some chips off the table while securing a partner that could help expand opportunities for both their team and their clients. They also wanted to join forces with a broader leadership team that shared their values and vision. Both Lauren and David were committed to staying on and continuing to guide client strategy and agency direction post-sale.
(04)Founder’s Vision
Lauren and David were seeking a buyer that could offer broader leadership support while maintaining Punch PR’s culture and client-first approach. The ideal partner would have a strong Midwest presence, a commitment to team development, and a collaborative mindset that aligned with Punch PR’s values and long-term vision.
(05)Setting the Stage
To prepare the agency for market, Merge highlighted Punch PR’s financial performance—$1.03M in revenue and $182K in EBITDA—alongside its high client retention rate and retainer-based model. The agency was valued at $650K based on a 3.6x multiple of EBITDA. Punch PR was positioned as a mission-driven agency with a stellar track record and a team eager to scale. Opportunities for growth through outbound lead generation, expanded service offerings, and enhanced business development capabilities helped drive buyer interest.
(06)Attracting Suitors
Merge marketed Punch PR as a rare opportunity to acquire a well-respected PR agency with long-standing client relationships and a highly engaged leadership team. The firm’s presence in the Midwest, coupled with its reputation in sectors like CPG and energy, attracted attention from buyers seeking to deepen their geographic and industry reach.
(07)Sealing the Deal
Punch PR was acquired by Trozzolo Communications Group, a values-aligned agency with complementary services and a desire to grow its presence in Milwaukee. Lauren and David remained on board to help integrate operations and expand client services, making the transition seamless.
(08)Unlocking Synergies
Since the acquisition, both agencies have benefited from shared resources, new business development opportunities, and an expanded talent bench. Punch PR has continued to operate under its own brand while tapping into Trozzolo’s broader network, unlocking new opportunities for growth across the region.
(09)Finding a New Home
Merge worked closely with Punch PR to craft a narrative that resonated with the right buyers, facilitated a smooth diligence process, and negotiated a deal that met the founders’ goals. By staying focused on cultural fit and long-term potential, Merge helped Punch PR find a new home that values both its past and future.
(01)Engagement
Overview
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.
(02)Inside The
Enterprise
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
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
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
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
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
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
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
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.
(01)Engagement
Overview
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.
(02)Inside The
Enterprise
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
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
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
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
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
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
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
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.
(01)Engagement
Overview
Founded in 2017 by Angela Pointon in Ardmore, PA, 11outof11 entered the market with a focused mission: to provide tailored content marketing solutions to entrepreneurs and CEOs of growing B2B companies. With a niche in EOS-operated firms and women-owned businesses, the agency offers a comprehensive suite of services. Angela Pointon’s journey into marketing began unexpectedly, sparking a passion that led her back to education and to a career in various startups and agencies. Dissatisfied with the status quo, she founded 11outof11, assembling a top-notch team dedicated to helping businesses thrive.
(02)Inside The
Enterprise
11outof11 is an ABM-focused digital agency that empowers clients to take control of their marketing strategies. Their team of passionate marketing experts is dedicated to delivering high-quality solutions without compromise. As a testament to its expertise, 11outof11 has established a strong presence in the Professional Services industry, generating 60% of its revenue from this sector alone. The agency’s comprehensive suite of services includes HubSpot Support, content marketing, auditing, and more.
(03)Founder's
Motive
Since its inception, 11outof11 has experienced remarkable growth. With the business stabilized, she reached a point where she could step back and let new leaders take the reins. The company is now poised for even greater success under fresh leadership, allowing Angela to focus on other pursuits that don’t compete with the organization’s growth. She is excited to watch her legacy thrive while in pursuit of her next venture.
(04)Founder’s Vision
Angela has always placed a high premium on the well-being and success of her team, and as she considered her exit from 11outof11, it was crucial to her that the buyer would be able to seamlessly integrate and maintain the company’s culture. She wanted to ensure that her clients would continue to receive the same exceptional service and expertise, with her team members supported and nurtured in their roles. With a focus on long-term sustainability, Angela sought out a buyer who shared her values and vision, and who ultimately would prioritize the continued development of both the team and organization.
(05)Setting the Stage
When presenting 11outof11 to potential buyers, it was crucial that Merge conducted a thorough analysis of the business. This analysis extended beyond the financials to reveal the agency’s qualitative strengths. One of the key areas of distinction was the company’s impressive portfolio of long-term client relationships, many of which were on a retainer-based contract further establishing strong tenure.
(06)Attracting Suitors
The team of 22 was fully equipped to continue scaling without Angela’s close involvement. The strong foundation she built enabled buyers to recognize the full potential of the company, rather than just focusing on its financials. By showcasing the agency’s cultural fabric, team dynamics, and client relationships, Merge painted a comprehensive picture of 11outof11’s value, ultimately attracting a buyer who shared Angela’s vision for the company’s future.
(07)Sealing the Deal
It was a no-brainer when Merge discovered that Zachary Rischitelli, CEO of FiG Advertising, was the perfect match for 11outof11. With a proven track record of driving growth through strategic acquisitions, FiG was the ideal partner to take 11outof11’s SEO and HubSpot services to the next level. Having previously acquired an agency in 2019, FiG understood how to seamlessly bolt-on services through acquisition and had a strong history as an SBA pre-qualified buyer, which made the transition smooth and efficient.
(08)Unlocking Synergies
The acquisition proved to be a win-win for both parties, enabling Angela’s team to join a thriving ecosystem with a shared passion for innovation and growth. With FiG’s resources and expertise, 11outof11 is expanding their capabilities and reach. As a result, Angela was able to step away from the day-to-day operations and pursue her own interests.
(09)Finding a New Home
Merge played a crucial role in the acquisition of 11outof11 by FiG, effectively promoting the company to high-quality buyers and rigorously vetting potential partners. Through targeted marketing and expert negotiation, Merge brought Angela a myriad of conversations and ensured a smooth and successful deal for all parties invo
(01)Engagement
Overview
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.
(02)Inside The
Enterprise
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
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
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
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
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
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
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.
(01)Engagement
Overview
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.
(02)Inside The
Enterprise
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
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
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
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
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
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
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.