Female Founded

Kitcaster

(01)Engagement
Overview

Strategic buyer acquires Kitcaster for growth.

Founded in 2019, Kitcaster is a leading podcast booking agency based in Denver, Colorado, specializing in strategic guest placements for B2B clients including SaaS founders, C-suite leaders, and VC-backed executives. Known for its highly tailored process and white-glove service model, Kitcaster built its reputation by securing top-tier podcast appearances that drive brand visibility and thought leadership. With a strong internal operations team and 100% retainer-based revenue model, Kitcaster developed scalable systems and a loyal client base across the startup and enterprise landscape. After years of steady growth, Kitcaster was acquired by Moburst, a global mobile marketing agency, to enhance their PR offerings and continue building on Kitcaster’s momentum.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Content Marketing, Female Founded, Marketing & Advertising, Media & Content Production, Podcast Production, PR & Communications, 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 Kitcaster?

Kitcaster carved out a unique niche in the podcasting world by serving executive-level B2B clients looking to grow their presence through long-form, high-impact interviews. Clients typically include tech founders, entrepreneurs with notable exits, and corporate innovators. The agency offers a turnkey experience—from building custom media pages to securing a minimum of 18 podcast appearances over a six-month period. Every engagement is supported by short-form content production and media prep services that enhance impact and positioning.

By 2024, Kitcaster was working with over 150 active clients and averaging $1.1M in annual revenue, all on monthly retainers. With strong inbound lead generation and a proprietary database of 8,000+ podcasts, the team had built an efficient engine for high-quality placement and campaign delivery. This process, coupled with a client-centric culture and deep expertise in storytelling, made Kitcaster a leader in the growing podcast PR space.

(03)Founder's
Motive

The Why Behind The Sale

Kitcaster’s co-founders, Brandy and Ryan, had built something truly special—and knew the next chapter required more resources, leadership support, and access to complementary capabilities. They were seeking a buyer that could help scale the agency while preserving its values and high-touch client approach. Their goal was to join a larger ecosystem where Kitcaster’s team could thrive, and where they could continue to play an active role during a meaningful transition.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Brandy and Ryan wanted a partner who could accelerate Kitcaster’s growth without disrupting what made it great: its team, culture, and client-first mentality. Their ideal buyer had experience in PR or adjacent verticals and could bring operational support, team development opportunities, and new distribution channels for Kitcaster’s services. Cultural fit was a must—they were looking for shared values, not just a good financial deal.

(05)Setting the Stage

Preparing Kitcaster for Acquisition

To position Kitcaster for sale, Merge focused on the agency’s unique market niche, operational efficiency, and strong customer economics. The business stood out for its scalable, process-driven service delivery, with a 100% recurring revenue model.. By highlighting Kitcaster’s clean financials, low owner involvement, and loyal client base, Merge showcased the opportunity for a strategic buyer to step in and scale quickly.

(06)Attracting Suitors

Strategic Marketing of Kitcaster for Acquisition

Merge marketed Kitcaster as the go-to agency in the podcast placement category, a rapidly growing segment of PR. The positioning emphasized Kitcaster’s streamlined client experience, niche B2B focus, and strong operational backbone. This narrative attracted interest from buyers in media, PR, and digital marketing. Moburst—who had recently acquired Uproar through Merge—quickly emerged as the best fit. They were actively seeking to deepen their PR capabilities and saw Kitcaster as a perfect bolt-on.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The acquisition by Moburst brought immediate value to both parties. Kitcaster gained access to a broader suite of marketing services and growth infrastructure, while Moburst expanded its service offerings and talent base. Importantly, Brandy and Ryan stayed on for the transition, ensuring continuity and alignment. With complementary cultures and aligned visions, the integration has been smooth, productive, and filled with new growth opportunities.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Since the acquisition, Moburst has already begun integrating Kitcaster’s podcast placement services into its broader PR campaigns—creating a seamless, multi-channel offering for both legacy and new clients. Kitcaster’s team has benefitted from expanded professional development opportunities and cross-functional collaboration. The partnership has unlocked exciting potential for global expansion, additional content services, and a broader footprint in the B2B communications space.

(09)Finding a New Home

The Merge Difference

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


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 Creative Content Development, Female Founded
  • 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.


conifr-by-seo-collective

Conifir

(01)Engagement
Overview

Strategic buyer acquires Conifir for growth.

Established in 2017, Conifr, boasts decades of expertise in SEO. Led by founders Kristan & Brian Bauer, their approach merges proven best practices with tailored innovation. Their seasoned team excels in strategy, consulting, and actionable insights, committed to tangible outcomes and staying abreast of organic search dynamics.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category SEO, Female Founded
  • 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 Conifir?

The Conifr team offers unparalleled client experiences, with a history of delivering results and exceptional service. Specializing in SEO performance marketing and lead generation for various industries, Conifr’s impact-focused approach ensures measurable improvements in organic search results. With 84% of clients on recurring monthly retainers, they stand out for their reliability and strong leadership, poised for substantial growth.

(03)Founder's
Motive

The Why Behind The Sale

Kristan and Brian were elated with the progress they had achieved with Conifr. Their tireless efforts had nurtured it to a point where they could genuinely revel in its success. Yet, as they gazed upon their creation, they realized it was time for the next phase of growth. Scaling up was the natural trajectory, but they recognized the need for a strategic partner to fortify the infrastructure, propel expansion, and shoulder the responsibilities of ownership. In their pursuit of further excellence, they sought a collaborator who shared their vision and could help elevate Conifr to even greater heights.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Kristan and Brian had cultivated a strong and skilled management team at Conifr, laying the foundation for the company’s future endeavors. As they set their sights on expanding within a larger ecosystem, they recognized the importance of finding a trustworthy partner. Their aspirations extended beyond mere growth; they aimed to elevate Conifr to unprecedented levels of success while ensuring a smooth transition for their eventual departure. Thus, their vision landed them on a search for a collaborator who could lead the business forward and bring their team to new heights.

(05)Setting the Stage

Preparing Conifir for Acquisition

Before the sale, Merge conducted a comprehensive review of Conifr’s finances, operations, and market position. The goal was to highlight the agency’s unique value proposition, showcasing its success with real estate, automotive, and ecommerce brands, as well as its impressive client retention and recurring retainers.

(06)Attracting Suitors

Strategic Marketing of Conifir for Acquisition

In seeking the right suitor for Conifr, Merge highlighted their expertise in Real Estate branding, showcasing their successful collaborations with major global brands. We also emphasized their high client retention rate of 84% on monthly retainers, along with their in-house copywriting capabilities.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Merge’s pursuit of the ideal buyer led them to SEO Collective, owned by Michael Ter Mors. With a background as a seasoned agency owner and expert in performance marketing, Michael brings valuable experience in team scaling. Seeking to expand his investments and leverage his network and skills, he opted for a new venture rather than starting from scratch. The partnership was culturally aligned, providing a new home for Kristan and Brian’s team under Michael’s guidance.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The acquisition of Conifr ushered in a wave of new opportunities, enabling the agency to capitalize on synergies with the buyer. This collaboration bolstered its capabilities, paving the way for a transformative phase of growth and innovation. Under Michael’s guidance, the team continues to scale and expand, while Kristan and Brian embark on new ventures, confident in the agency’s continued success.

(09)Finding a New Home

The Merge Difference

Merge played a pivotal role in this transition, skillfully pairing Conifr with a buyer who not only fulfilled the financial and strategic criteria but also shared a mutual cultural mindset, ensuring a cohesive and thriving future for Conifr’s team.


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 Creative Content Development, Female Founded
  • 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.


Candor

(01)Engagement
Overview

Strategic buyer acquires Candor for growth.

Established in 2012, Candor is an award-winning PR agency known for its excellence in elevating brands, storytelling, and crisis management. At the heart of this narrative is the founder, Karen Wicker, a trailblazing female leader, who after a decade of successful growth and development, sought to take the agency to new heights.

Candor partnered with Merge on the pursuit of seeking the ideal culturally aligned buyer, who also had the ability to further grow and scale the agency. The Candor Acquisition is a testament to the power of visionary leadership, strategic planning, and the importance of cultural alignment in the expansive world of public relations.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Public Relations, Female Founded
  • 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 Candor?

Built on the principle of fostering authenticity through communication, Candor operates as an extended marketing arm for clients, offering expertise in public relations, social media, digital advertising, communications, public affairs, and video content.

(03)Founder's
Motive

The Why Behind The Sale

Karen Wicker, the founder of Candor and a prominent female leader in the industry, embarked on building her own agency after gaining extensive experience in C-suite roles at other agencies. With a decade of successful growth, Karen recognized that for Candor to further expand and enhance its capabilities, additional support was necessary as the agency was operating at its full capacity.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

In her pursuit of an acquisition partner, Karen’s priority was to find a buyer who not only embraced but also resonated with Candor’s culture. She sought a partner with the vision and resources to effectively scale the agency, ensuring the continued growth and success of Candor.

(05)Setting the Stage

Preparing Candor for Acquisition

Under Karen’s guidance, Candor was strategically prepared for acquisition. The agency was positioned strongly in the market, showcasing its capacity to foster growth and expand its size, making it an attractive prospect for potential buyers.

(06)Attracting Suitors

Strategic Marketing of Candor for Acquisition

To find the right acquisition partner, Candor collaborated with Merge. The focus was on identifying a buyer who would align with Candor’s unique culture and growth aspirations, ensuring a seamless integration and future expansion.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The Candor acquisition process was centered around finding a buyer who would not only understand the essence of Candor’s operations but also contribute to its strategic growth, respecting the values and ethos that define Candor.

(08)Unlocking Synergies

Positive Impacts Post Candor Acquisition

The successful Candor acquisition opened doors to new opportunities, allowing the agency to leverage synergies with the buyer, enhancing its capabilities, and setting the stage for a new era of growth and innovation.

(09)Finding a New Home

The Merge Difference

Merge played a crucial role in this transition, adeptly matching Candor with a buyer who not only met the financial and strategic requirements but also shared a common cultural ethos, ensuring a harmonious and prosperous future for Candor.


Scream Agency

(01)Engagement
Overview

Entrepreneurial buyer acquires Scream Agency for growth.

Founded in 1997 by Lora Ledermann, Scream Agency is a Denver-based creative powerhouse known for its full-service marketing and PR solutions. As a woman-owned agency and a Certified B Corporation, it’s dedicated to socially responsible solutions and brand strategy, serving clients in the financial, food & beverage, hospitality, and nonprofit sectors with a strong commitment to purpose-driven work.

(Details)

  • Engagement Sell-Side Representation
  • Type Growth Investment
  • Category Creative Content Development, Female Founded, 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 Scream Agency?

Scream Agency stands out in the creative landscape for its unwavering commitment to socially responsible and purpose-driven marketing strategies. This distinct ethos, combined with their innovative solutions in branding, media, and public relations, positions Scream Agency as a leader in creating meaningful, impactful brand narratives.

(03)Founder's
Motive

The Why Behind The Sale

After nurturing Scream Agency for 25 years, Lora was ready to hand over the reins, seeking a partner who could carry the brand’s legacy forward. With a focus on expanding the agency and enhancing its service offerings, Lora’s aim was to ensure the continuity of the agency’s mission and culture while she embarked on a new journey in her personal life.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Lora envisioned a buyer who not only shared her commitment to socially responsible business practices but also had the expertise and resources to drive Scream’s growth. It was crucial for her to find a successor who could maintain the agency’s woman-owned status, B-Corp certification, and women-driven culture.

(05)Setting the Stage

Preparing Scream Agency for Acquisition

With the agency positioned for growth, Lora sought to expand its service offerings in web and content marketing, PR, social media, and brand development. Her goal was to prepare Scream Agency for a transition that would enable it to scale these services and create a larger impact on client success and revenue.

(06)Attracting Suitors

Strategic Marketing of Scream Agency for Acquisition

The search for the ideal buyer involved showcasing Scream Agency’s unique value proposition and mission-driven approach to potential buyers in the market, facilitated by crafted marketing materials and strategic targeting.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Melanie Pease Davidson, a Denver-based impact investor and marketing leader, emerged as the perfect fit for Scream Agency. Her background in consumer marketing, coupled with a strong focus on social advocacy, aligned with Lora’s vision and the agency’s values.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Melanie’s expertise in building strong teams and her deep understanding of customer experience and digital strategy promised a bright future for Scream Agency, aligning the agency’s mission with practical growth strategies.

(09)Finding a New Home

The Merge Difference

Merge played an instrumental role in this transition, showcasing a diverse pool of buyers to ensure that Lora’s personal and professional aspirations for Scream Agency were mirrored in her successor, leading to a fulfilling partnership with Melanie.


Shelton Group

(01)Engagement
Overview

Strategic buyer acquires Shelton Group for growth.

Founded in 1991 by Suzanne Shelton, Shelton Group has carved out a unique niche as a Knoxville-based marketing agency, specializing in ESG & sustainability communications. Renowned for its thought leadership, Shelton Group is known for its influential Pulse® Insights Work, a widely recognized educational resource in the sustainability industry. This specialization not only positions Shelton Group at the forefront of ESG marketing but also underscores its role in guiding brands towards more impactful and responsible business practices.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Public Relations, Female Founded, 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 Shelton Group?

Shelton Group, a trailblazer in the realm of sustainability marketing, stands out for its specialized expertise in crafting compelling ESG and sustainability communication platforms. Shelton Group’s unique focus on integrating sustainability into marketing narratives makes it a pivotal player in shaping how businesses communicate their commitment to environmental and social responsibility.

(03)Founder's
Motive

The Why Behind The Sale

Suzanne Shelton was driven to find an acquisition partner that shared her passion for sustainability and could amplify the strategic impact of her agency’s work. Her goal was to find a larger platform that would allow her to focus more on her passion for public speaking and spreading the mission of ESG work, leveraging her 30+ years of expertise in the field.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Suzanne envisioned an acquisition partner that could expand Shelton Group’s capabilities, increase client outreach, and provide her with the resources to focus on her speaking engagements. She sought a partner that would not only understand the significance of Shelton Group’s work but also enhance its reach on a global scale.

(05)Setting the Stage

Preparing Shelton Group for Acquisition

Shelton Group was prepared for acquisition with a focus on highlighting its status as a leading female-founded ESG marketing agency, expertise in storytelling and communications, and its established position in the sustainability market.

(06)Attracting Suitors

Strategic Marketing of Shelton Group for Acquisition

With Suzanne’s specific vision in mind, Merge began searching for potential buyers who could align with Shelton Group’s specialization in ESG communications and offer the necessary global platform for expansion.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

ERM, a company with global recognition and a goal to bolster its sustainability expertise, emerged as the ideal buyer. Their interest in Shelton Group early in the acquisition process evolved into a clear alignment of goals and objectives.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The acquisition by ERM presented Shelton Group with an opportunity to expand its impact on a global scale, combining its deep expertise in sustainability communications with ERM’s worldwide recognition and resources.

(09)Finding a New Home

The Merge Difference

Merge played an instrumental role in this acquisition, aligning Shelton Group with ERM – a buyer that not only met the strategic goals but also shared the cultural values and global vision of Shelton Group, ensuring a successful and synergistic partnership.


The SEO Department

(01)Engagement
Overview

Entrepreneurial buyer acquires The SEO Department for growth.

Founded in 2018, The SEO Department has become a leader in providing enterprise-level SEO solutions across various industries. The agency’s expertise lies in SEO audits, strategic planning, program management, keyword research, and site architecture, consistently helping blue-chip clients enhance their organic visibility and drive sustainable growth.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category SEO, Female Founded
  • 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 The SEO Department?

Allison Lantz, owner and CEO of The SEO Department, faced personal challenges that necessitated a shift in her focus towards health and family. This led her to partner with Merge to find a suitable buyer who could continue the agency’s upward trajectory while maintaining its ethos and caring for its dedicated team.

(03)Founder's
Motive

The Why Behind The Sale

Having founded Lazarus Design Team during their college years, the founders enjoyed a remarkable journey of growth and success over the past eight years. Their entrepreneurial spirit and dedication to excellence propelled the agency to new heights, allowing them to build a strong reputation and a loyal client base. As they reflected on their achievements, they recognized it was time to take their chips off the table. Eager to explore new ventures and pursue fresh opportunities, they sought a transition that would enable Lazarus to thrive under new leadership while they embarked on exciting new chapters in their professional lives.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Allison’s priority was finding a buyer who would not only appreciate the value and potential of The SEO Department but also safeguard the future and well-being of her highly skilled management and senior SEO team.

(05)Setting the Stage

Preparing The SEO Department for Acquisition

Allison and Merge worked together to effectively position The SEO Department for sale, emphasizing its robust revenue base, strong referral network, consistent growth, and status as a preferred agency for SEO services.

(06)Attracting Suitors

Strategic Marketing of The SEO Department for Acquisition

Merge conducted a comprehensive valuation of The SEO Department and developed marketing materials showcasing the agency’s achievements and future potential, attracting prospective buyers who aligned with Allison’s vision.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The perfect match for The SEO Department was found in Barrington Media Group, a portfolio company of Fort Point Capital, known for strengthening digital practices and diversifying platforms. This synergy promised a bright future for both The SEO Department and Barrington Media Group.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The acquisition by Barrington Media Group offered The SEO Department the opportunity to expand its services and client base, while BMG benefitted from enhanced digital expertise and a diversified offering, creating a stronger, more comprehensive digital marketing platform.

(09)Finding a New Home

The Merge Difference

Merge’s expertise in the M&A process was pivotal in this acquisition, expertly aligning The SEO Department with a buyer that not only met its strategic goals but also shared its cultural values, ensuring a successful and synergistic partnership under the new ownership.


Origin Outside

(01)Engagement
Overview

Strategic buyer acquires Origin Outside for growth.

Established in 2015, Origin Outside excels in providing specialized marketing solutions for the outdoor industry, with a keen focus on branding, content creation, digital marketing, and social media management. Their unique approach is tailored to elevate outdoor businesses, creating powerful brand-audience connections rooted in a shared passion for the great outdoors.

(Details)

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

(02)Inside The
Enterprise

Who Is Origin Outside?

Origin Outside has established itself as a trailblazer in the marketing world, driven by a team of creative professionals who are not only experts in marketing but also passionate about outdoor activities, excels in delivering unique branding and content creation that resonates with outdoor enthusiasts. Their ability to seamlessly blend industry knowledge with creative prowess allows them to craft campaigns that authentically connect brands with their target audiences in the outdoor sector.

(03)Founder's
Motive

The Why Behind The Sale

Founders Danielle Kristmanson and MJ Legault, after thriving careers in advertising and growing Origin Outside, were ready to explore new personal endeavors. However, they aimed to leverage the agency’s high-growth potential and find a partner who could maximize the agency’s niche expertise and continue their legacy of meaningful employment opportunities for their team.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Danielle and MJ were committed to finding an agency partner that not only shared Origin Outside’s passion for the outdoors but also its dedication to client success. Their ideal partner would be capable of expanding the agency’s reach, enhancing its service offerings, and amplifying its impact within the outdoor industry.

(05)Setting the Stage

Preparing Origin Outside for Acquisition

Guided by Merge, Origin Outside was strategically prepared for acquisition, focusing on its unique positioning as an outdoor industry specialist with a team of renowned leaders in the active outdoor sport and lifestyle niches.

(06)Attracting Suitors

Strategic Marketing of Origin Outside for Acquisition

Merge developed a comprehensive marketing strategy to attract like-minded buyers, emphasizing Origin Outside’s innovative approach, strong client relationships, and its specialized focus on the outdoor sector.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

MMGY Global, a leading marketing company in travel, tourism, and hospitality, emerged as the perfect match. Their passion for the outdoor space and vision for growth and excellence resonated deeply with Origin Outside’s goals.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The partnership between Origin Outside and MMGY Global is set to elevate both agencies, creating synergies that will benefit their clients in the outdoor and broader travel and tourism communities.

(09)Finding a New Home

The Merge Difference

Merge played a crucial role in this acquisition, expertly aligning Origin Outside with MMGY Global, a buyer that matched both strategic goals and cultural values, ensuring a successful future for both agencies under this new partnership.


Likeable Media

(01)Engagement
Overview

Strategic buyer acquires Likeable Media for growth.

Founded in 2007 by Dave and Carrie Kerpen, Likeable Media quickly became one of the first pure-play social media agencies, known for its exceptional service and a highly skilled team. Over the years, it has grown into an iconic firm, recognized for its fast service and guaranteed likeability in the realm of social media. Based in New York City, Likeable Media has built an impressive client roster including big names like JetBlue and GrubHub, and its strong company culture has earned it multiple recognitions as one of the best places to work in New York City.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Social Media, Female Founded, Over $10M
  • 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 Likeable Media?

Likeable stands out for its ability to intuitively harness social insights, crafting tailor-made strategies that resonate with audiences and establish strong connections between brands and their consumers, evidenced by its long-standing relationships with renowned clients. Similarly, Likeable Media sets itself apart with its pioneering approach in social media marketing, offering a unique blend of creative storytelling and data-driven insights to deliver content that not only resonates deeply with audiences but also consistently achieves measurable results for its diverse clientele.

(03)Founder's
Motive

The Why Behind The Sale

CEO and co-founder Carrie Kerpen was keenly aware of the ongoing consolidation in the agency space and recognized the perfect opportunity to make a strategic exit. Her vision was to hand over Likeable Media to a strategic buyer who could not only continue its legacy but also enhance service offerings and drive digital transformation for its brands.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Carrie sought a buyer whose values aligned with Likeable’s: a commitment to diversity and inclusion, a focus on impactful global contributions, and the capability to provide substantial value to clients through digital transformation. She envisioned a future-focused buyer who could help businesses scale and reimagine their potential.

(05)Setting the Stage

Preparing Likeable Media for Acquisition

Likeable Media stood out for its fast service, expert knowledge of social media trends, and its unique Content Cubed™ process for social media content creation. As a leader in branded social programming, Likeable’s innovative approach and high client renewal rate underscored its readiness for acquisition.

(06)Attracting Suitors

Strategic Marketing of Likeable Media for Acquisition

Understanding Likeable Media’s unique position in the market, Merge embarked on a mission to find a perfect-fit buyer. They thoroughly assessed Likeable’s value and crafted marketing materials that highlighted its expertise, client satisfaction, and potential for growth, attracting interest from suitable buyers.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The ideal buyer for Likeable Media turned out to be 10Pearls, a Washington, D.C.-based technology company. This partnership was marked by a shared commitment to gender equity, diversity, and global impact, aligning perfectly with Likeable’s core values.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Joining forces with 10Pearls, Likeable Media gained access to a broader range of capabilities in brand thinking, customer experience, and digital marketing. This merger promised to enhance Likeable’s service offerings, providing more value to clients and amplifying their capacity for true digital transformation.

(09)Finding a New Home

The Merge Difference

Merge played a crucial role in this acquisition, aligning Likeable Media’s unique needs with a buyer that shared its values and vision. Their expertise in the M&A space facilitated a smooth transition, ensuring that Likeable Media found a new home where it could continue to thrive and evolve in the digital era.


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