Marketing & Advertising

PromoShak

(01)Engagement
Overview

Strategic buyer acquires PromoShak for growth.

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.

(Details)

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

(02)Inside The
Enterprise

Who Is PromoShak?

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

The Why Behind The Sale

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

Criteria for the Perfect Acquisition Fit

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

Preparing PromoShak for Acquisition

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

Strategic Marketing of PromoShak for Acquisition

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

Perfect Matchmaking with the Ideal Buyer

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

Positive Impacts Post-Transaction

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

The Merge Difference

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.


NeigerDesign

(01)Engagement
Overview

Strategic buyer acquires NeigerDesign for growth.

Founded in 1988, NeigerDesign is a Chicago-based brand and strategic marketing agency serving trade associations, nonprofits, healthcare organizations, and B2B companies. With more than three decades of experience, the agency built a strong reputation for combining thoughtful brand research with creative execution across print, digital, and web. Known for its collaborative approach and long-standing client relationships, NeigerDesign consistently delivered measurable results through strategic branding and integrated marketing programs.

(Details)

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

(02)Inside The
Enterprise

Who Is NeigerDesign?

NeigerDesign operates as a full-service agency offering brand research and strategy, print and digital design, website development, and digital marketing. The team works closely with executive leadership and boards to guide brand decisions that support long-term growth. With a mix of project-based work and recurring retainer relationships, the agency maintained a stable revenue base and deep client trust across multiple sectors.

(03)Founder's
Motive

The Why Behind The Sale

After building NeigerDesign over several decades, the founder reached a point where she was ready to step into a new creative chapter while ensuring the agency’s legacy continued. While the business remained profitable and well-positioned, the founder sought a transition that would provide continuity for clients and employees while allowing her to pursue fine arts and personal interests beyond day-to-day agency leadership.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The ideal buyer needed to value strategic branding, creative rigor, and strong client relationships. Cultural alignment was important, along with the ability to support the team and preserve NeigerDesign’s collaborative, research-driven approach. The founder prioritized a smooth transition that would allow clients to continue receiving the same level of service while opening new opportunities for growth.

(05)Setting the Stage

Preparing NeigerDesign for Acquisition

To prepare NeigerDesign for market, Merge highlighted the agency’s long operating history, consistent financial performance, and diversified client base. The business was positioned as a well-established marketing agency with in-house web development capabilities and a balanced mix of project and recurring revenue. Its strong brand reputation and experienced team made it an attractive opportunity for buyers seeking stability and expansion.

 

(06)Attracting Suitors

Strategic Marketing of NeigerDesign for Acquisition

Merge marketed NeigerDesign as a trusted brand partner with deep expertise in associations, nonprofits, healthcare, and B2B marketing. Buyers were drawn to the agency’s long client tenure, proven processes, and opportunities to expand digital marketing, branding strategy, and web development services.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

NeigerDesign was acquired by Creative Edge, a strategic buyer aligned with the agency’s creative and brand-focused strengths. The transaction allowed NeigerDesign to continue serving its clients with consistency while benefiting from additional operational support and resources. The founder supported the transition to ensure continuity for the team and a seamless handoff of client relationships.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, NeigerDesign was well-positioned to expand its digital marketing and web development offerings within the Creative Edge platform while maintaining its core branding expertise. The combination created opportunities to deepen client relationships, pursue new verticals, and scale services without disrupting existing operations or culture.

(09)Finding a New Home

The Merge Difference

Merge guided NeigerDesign through a thoughtful acquisition process that balanced legacy, people, and future opportunity. Through careful positioning, targeted buyer outreach, and hands-on execution, Merge helped facilitate a transaction that met the founder’s goals and positioned NeigerDesign for continued success under Creative Edge.


Bloom Network

(01)Engagement
Overview

Strategic buyer acquires Bloom Network for growth.

Founded in 2020, Bloom Network was a boutique influencer talent management agency specializing in lifestyle, motherhood, and wellness creators across the U.S. Known for its ethical, high-touch approach to influencer management, the agency represented a curated roster of female influencers, guiding every aspect of their brand partnerships—from negotiation to performance analytics. With a commission-only revenue model, strong inbound referrals, and a reputation for transparency, Bloom Network quickly built trust in a competitive space. After years of steady organic growth, the agency sought out a strategic partner to fuel the next stage of expansion.

(Details)

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

(02)Inside The
Enterprise

Who Is Bloom Network?

Bloom Network carved out a distinct position in the influencer marketing world by focusing on mission-driven content creators who valued authentic audience relationships. The agency supported talent with 50K+ Instagram followers or 100K+ on TikTok or YouTube, helping them secure and manage partnerships that aligned with their personal brand and growth goals. From negotiation and campaign coordination to analytics and renewals, Bloom provided white-glove service to ensure both creators and brands achieved results. With over 40 influencers and 170 brand partnerships in the final year alone, Bloom earned a reputation as a go-to partner for both talent and marketers.

(03)Founder's
Motive

The Why Behind The Sale

Kate Shaw launched Bloom after working on the brand side of influencer campaigns—and spotting the need for a more honest, relationship-first approach to talent management. She built Bloom on word-of-mouth referrals, winning trust by advocating for creators and delivering strong outcomes. Kate was ready to find a strategic partner who shared her values and could help take the agency to the next level with more support and operational resources. She remained open to staying on post-sale to ensure a smooth transition and continue fueling the agency’s growth.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Kate wasn’t just looking for a buyer—she was looking for a partner who aligned with Bloom’s culture of transparency, trust, and quality. The ideal acquirer would understand the influencer space and bring complementary strengths, such as operations, sales infrastructure, or connections to new brand categories. Someone who could help scale the team, expand Bloom’s niche offerings, and preserve what made the agency special: its ethical foundation and close-knit client relationships.

(05)Setting the Stage

Preparing Bloom Network for Acquisition

To position Bloom for sale, Merge highlighted the agency’s reliable commission-based revenue, strong influencer retention, and organic lead flow. With a 3.2x EBITDA multiple and a clear growth runway, Bloom stood out as a well-run business with major upside. The agency’s lean team and systems-driven operations made it easy to scale without sacrificing service quality. With minimal client concentration, high gross margins, and 100% recurring influencer contracts, the business offered buyers a strong foundation and clean financial profile.

(06)Attracting Suitors

Strategic Marketing of Bloom Network for Acquisition

Merge marketed Bloom as a premium influencer management agency with deep roots in lifestyle and wellness—two of the most in-demand influencer categories. The positioning emphasized Kate’s dual experience (brand and talent side), the agency’s ethical practices, and strong inbound brand interest. Buyers in the digital marketing, talent management, and creator economy spaces expressed strong interest, particularly those looking to expand into the influencer vertical with a team and platform already in place.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The buyer who emerged as the best fit was Nick Blake, the current CEO of Cascade Growth. He saw Bloom’s potential as a springboard into the fast-growing influencer economy. With complementary strengths in operations and media, Nick recognized the opportunity to support Bloom with more resources while keeping the core team and culture intact. With Kate staying on, the deal included a transition plan to ensure continuity and unlock long-term growth.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Post-sale, Bloom is already benefiting from new tech tools, expanded service offerings, and stronger brand partnerships. The team has grown to support more influencers, and Bloom is exploring new verticals like travel, fashion, and affiliate marketing. With improved backend support and business development resources, the agency is scaling while staying true to its values. Kate remains at the helm, continuing to drive strategy and nurture relationships with talent..

(09)Finding a New Home

The Merge Difference

Merge played a central role in helping Bloom define its market story, identify aligned buyers, and guide the process from start to finish. From surfacing the right suitors to navigating diligence and deal structuring, Merge ensured the transaction reflected Kate’s vision and protected what she had built. With the right partner now in place, Bloom Network is poised for its next chapter—ready to grow, expand, and keep making a difference for creators who trust them.


Origin Agency

(01)Engagement
Overview

Strategic buyer acquires Origin Agency for growth.

Founded in 2007 in St. Louis, Origin Agency is a marketing agency specializing in retail and promotional marketing for beverage brands—particularly spirits, wine, and non-alcoholic alternatives. Origin was launched by founders Julie Wood, Michelle Thomas, and Lance Thomas after leaving large agencies to build a flatter, more efficient model. The agency offers campaign development, merchandising, branding and packaging, advertising, and in-house photography. With deep integration at major clients like Pernod Ricard USA, Gallo, Proximo Spirits, and Ritual Zero Proof, Origin is consistently ranked among their top agencies for creativity, account service, and adaptability.

(Details)

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

(02)Inside The
Enterprise

Who Is Origin Agency?

Origin Agency is a full-service creative partner that helps beverage brands stand out across retail, digital, and experiential channels. Their expertise spans the entire consumer journey, including shopper marketing, seasonal retail audits, packaging design, and in-house photography. The team works hand-in-hand with clients to develop cohesive strategies that engage consumers both in-store and online. With a strong reputation for creative execution and operational efficiency, Origin has become an indispensable partner for tier-one beverage companies.

(03)Founder's
Motive

The Why Behind The Sale

The founders of Origin were seeking a partner to help scale the agency beyond its boutique structure. Their goals included reducing the operational and administrative burden on leadership, securing a succession plan that protected their employees and clients, and positioning the agency for growth into adjacent categories such as craft beer and non-alcoholic beverages. They also wanted to explore efficiencies through AI and new technologies while ensuring cultural alignment with any future buyer.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The founders were looking for a buyer who could provide the infrastructure, resources, and leadership needed to expand Origin’s already strong foundation. The ideal fit was a partner who shared their passion for the beverage industry and could bring additional scale and operational expertise without disrupting the agency’s culture. Preserving creative autonomy, supporting employees, and strengthening client relationships were critical factors in the search.

(05)Setting the Stage

Preparing Origin Agency for Acquisition

To position Origin as an attractive acquisition target, Merge emphasized its recurring 75% retainer-based revenue model, long-standing partnerships with global beverage leaders, and strong profitability with $3.3M in revenue and $1.15M EBITDA at a 4.1x multiple. Merge also highlighted the agency’s reputation for creativity, its in-house capabilities like photography, and its industry-leading seasonal retail audits, which consistently generate both client retention and new business opportunities.

(06)Attracting Suitors

Strategic Marketing of Origin Agency for Acquisition

Merge positioned Origin as a high-performing creative agency with a niche focus on the beverage sector. By showcasing its strong relationships with leading spirits and wine brands and its proven ability to deliver award-winning campaigns, Merge attracted multiple interested parties. Buyers were particularly drawn to Origin’s scalable business model, recurring revenue streams, and highly integrated client relationships.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The buyer was a group of entrepreneurs with agency, HR, and consulting backgrounds who shared a strong cultural alignment with Origin’s leadership. They saw the opportunity to take Origin to the next level by investing in infrastructure and leveraging the agency’s expertise and client base. The founders rolled equity and remain active in the business, ensuring continuity for employees and clients. The acquisition gave the buyer immediate access to deep expertise and relationships in the beverage sector while providing Origin with a platform for growth into non-alc, craft beer, and broader CPG.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Since the acquisition, Origin has been positioned to expand into new categories while continuing to serve its core beverage clients at the highest level. With the buyer’s operational support, the agency is exploring new efficiencies, including AI-driven processes, while broadening its footprint across CPG verticals. The founders’ continued involvement ensures consistency in client relationships and creative execution, while the buyer brings the infrastructure to fuel long-term growth.

(09)Finding a New Home

The Merge Difference

Merge played a critical role in identifying the right partner for Origin. Through thoughtful positioning, targeted outreach, and expert negotiation, Merge connected the founders with a culturally aligned buyer who shared their vision for growth. By balancing the agency’s need for scale with its commitment to creativity and culture, Merge secured a transaction that empowers Origin to thrive in its next chapter.


SpiderBoost

(01)Engagement
Overview

Strategic buyer acquires SpiderBoost  for growth.

Founded in 2010 in Miami, SpiderBoost is a full-service performance marketing agency specializing in SEO, paid media, and web development. The agency has earned recognition as an Inc. 5000 Fastest-Growing Company and built a reputation for driving measurable results across competitive digital landscapes. Its client roster includes leading organizations such as Jackson Health System, the University of Miami, and United Way.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Performance Marketing, Web Design & Development, Marketing & Advertising, Data & Analytics, AI & Automation, Under $10M, Paid Media & Lead Generation, SEO, Digital Product & Web Development
  • Buyer Type Strategic Acquirer
  • Deal Size Under $5M
  • Services Valuation & Market Positioning, Buyer Targeting & Outreach, Offer & Negotiation Support, Due Diligence Management, Closing & Transition Support

(02)Inside The
Enterprise

Who Is SpiderBoost ?

SpiderBoost’s bilingual team operates across the U.S. and Colombia, combining technical depth with cultural fluency to deliver scalable marketing solutions. Known for its 100% inbound client acquisition model and nearly 30-month average client retention, the agency is a trusted partner for enterprise brands seeking data-backed growth and high-performing campaigns.

(03)Founder's
Motive

The Why Behind The Sale

After more than a decade of growth, SpiderBoost’s founders were seeking a partner to help scale the agency in the evolving AI-first marketing landscape. Having previously sold and reacquired the business, they wanted to find a buyer who shared their data-driven mindset and could provide the resources, structure, and operational support needed to reach new levels of scale—while preserving the culture and client trust they had built.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The founders aimed to find a partner with complementary expertise in performance marketing and a shared passion for measurable results. Cultural alignment was essential—they wanted a buyer who valued collaboration, innovation, and people. The ideal fit would offer expanded infrastructure, new growth opportunities, and long-term stability for both the team and clients.

(05)Setting the Stage

Preparing SpiderBoost for Acquisition

To prepare SpiderBoost for market, Merge emphasized the agency’s strong financial profile, long-term client retention, and inbound-driven revenue model. With a reputation for technical excellence in SEO and paid media, SpiderBoost was positioned as a rare opportunity to acquire a performance-focused agency with recurring revenue, an enterprise client base, and proven scalability across the Americas.

(06)Attracting Suitors

Strategic Marketing of SpiderBoost for Acquisition

Merge marketed SpiderBoost as a data-driven agency with strong retention, bilingual operations, and a technical foundation built for expansion. Its consistent profitability and deep integration with enterprise clients attracted multiple interested buyers. SpiderBoost stood out as a top acquisition target for groups seeking a growth-ready performance marketing engine.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

SpiderBoost was acquired by Moving Traffic Media, a performance marketing group with complementary expertise in paid media, SEO, and web development. The transaction represented a natural alignment between Moving Traffic Media’s performance-driven approach and SpiderBoost’s technical capabilities and enterprise relationships.

The founders retained active roles post-transaction to ensure a seamless integration and lead continued growth, creating a strong foundation for long-term success under the Moving Traffic Media umbrella.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, Moving Traffic Media and SpiderBoost combined their strengths to form a full-stack performance engine designed for the AI-first marketing era. Together, they have expanded cross-channel capabilities, increased experimentation speed, and enhanced data-driven measurement for clients. The integration resulted in zero client disruption and immediate operational synergies, strengthening both agencies’ competitive edge.

(09)Finding a New Home

The Merge Difference

Merge played a key role in aligning SpiderBoost with Moving Traffic Media, a buyer that shared its vision for measurable marketing, technical innovation, and team-driven success. Through expert positioning, targeted outreach, and hands-on deal execution, Merge delivered a seamless transaction that achieved the founders’ goals for growth, culture, and long-term opportunity. The result is a strategic partnership that positions SpiderBoost for its strongest chapter yet.


Linkflow

(01)Engagement
Overview

Strategic buyer acquires Linkflow for growth.

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

(Details)

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

(02)Inside The
Enterprise

Who Is Linkflow?

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

(03)Founder's
Motive

The Why Behind The Sale

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

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

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

(05)Setting the Stage

Preparing Linkflow for Acquisition

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

(06)Attracting Suitors

Strategic Marketing of Linkflow for Acquisition

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

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

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

(08)Unlocking Synergies

Positive Impacts Post-Transaction

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

(09)Finding a New Home

The Merge Difference

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


Yeoman Technology

(01)Engagement
Overview

Strategic buyer acquires Yeoman Technology for growth.

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

(Details)

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

(02)Inside The
Enterprise

Who Is Yeoman Technology?

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

(03)Founder's
Motive

The Why Behind The Sale

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

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

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

(05)Setting the Stage

Preparing Yeoman Technology for Acquisition

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

(06)Attracting Suitors

Strategic Marketing of Yeoman Technology for Acquisition

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

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

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

(08)Unlocking Synergies

Positive Impacts Post-Transaction

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

(09)Finding a New Home

The Merge Difference

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


Punch PR

(01)Engagement
Overview

Strategic buyer acquires Punch PR for growth.

Founded in 2009, Punch PR is a Milwaukee-based public relations agency specializing in media relations, influencer marketing, and brand activations. Built by co-founders Lauren Grimm and David Racine, the agency earned a reputation for crafting tailored, results-driven campaigns for clients like Fromm Family Foods, KEEN Utility, and Generac. Known for its long-standing client relationships and 90% retainer-based revenue model, Punch PR combined creative strategy with operational stability through a lean, experienced team of seven. After more than a decade of consistent performance, Punch PR was acquired by Trozzolo Communications Group, a values-aligned agency looking to expand its footprint in Milwaukee and continue delivering integrated, high-impact communications work across the Midwest.

(Details)

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

(02)Inside The
Enterprise

Who Is Punch PR?

With complementary backgrounds in media relations, communications, and event production, co-founders Lauren Grimm and David Racine created Punch PR as a trusted, high-performing agency grounded in strategy and measurable results. Headquartered in Milwaukee, the firm quickly built a name for itself in the Midwest and beyond by delivering standout work in media relations, influencer marketing, and brand activations. The agency’s success was driven by a lean team of seven, a commitment to long-term client relationships, and an impressive portfolio featuring brands like Fromm Family Foods, KEEN Utility, and Generac. With 90% of revenue generated from recurring retainers, Punch PR’s business model offered stability, predictability, and room to scale.

(03)Founder's
Motive

The Why Behind The Sale

The founders of Punch PR were looking to take some chips off the table while securing a partner that could help expand opportunities for both their team and their clients. They also wanted to join forces with a broader leadership team that shared their values and vision. Both Lauren and David were committed to staying on and continuing to guide client strategy and agency direction post-sale.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Lauren and David were seeking a buyer that could offer broader leadership support while maintaining Punch PR’s culture and client-first approach. The ideal partner would have a strong Midwest presence, a commitment to team development, and a collaborative mindset that aligned with Punch PR’s values and long-term vision.

(05)Setting the Stage

Preparing Punch PR for Acquisition

To prepare the agency for market, Merge highlighted Punch PR’s financial performance—$1.03M in revenue and $182K in EBITDA—alongside its high client retention rate and retainer-based model. The agency was valued at $650K based on a 3.6x multiple of EBITDA. Punch PR was positioned as a mission-driven agency with a stellar track record and a team eager to scale. Opportunities for growth through outbound lead generation, expanded service offerings, and enhanced business development capabilities helped drive buyer interest.

(06)Attracting Suitors

Strategic Marketing of Punch PR for Acquisition

Merge marketed Punch PR as a rare opportunity to acquire a well-respected PR agency with long-standing client relationships and a highly engaged leadership team. The firm’s presence in the Midwest, coupled with its reputation in sectors like CPG and energy, attracted attention from buyers seeking to deepen their geographic and industry reach.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Punch PR was acquired by Trozzolo Communications Group, a values-aligned agency with complementary services and a desire to grow its presence in Milwaukee. Lauren and David remained on board to help integrate operations and expand client services, making the transition seamless.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Since the acquisition, both agencies have benefited from shared resources, new business development opportunities, and an expanded talent bench. Punch PR has continued to operate under its own brand while tapping into Trozzolo’s broader network, unlocking new opportunities for growth across the region.

(09)Finding a New Home

The Merge Difference

Merge worked closely with Punch PR to craft a narrative that resonated with the right buyers, facilitated a smooth diligence process, and negotiated a deal that met the founders’ goals. By staying focused on cultural fit and long-term potential, Merge helped Punch PR find a new home that values both its past and future.


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 Under $10M, Content Marketing, Marketing & Advertising, Media & Content Production, Podcast Production, PR & Communications, 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 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.


DECODE

(01)Engagement
Overview

Strategic buyer acquires DECODE for growth.

Founded in 2013, DECODE is a specialized digital marketing agency with a focus on the healthcare and wellness industries. Based in Houston, Texas, DECODE has earned a strong reputation for delivering high-performance marketing solutions for SMBs and middle-market enterprises. The agency is deeply rooted in understanding the consumer wellness journey, which has been key to their ability to create effective marketing campaigns that resonate with the target audience.

DECODE has built long-term relationships with its clients, including a notable partnership with its largest client since its inception. With a strong team of 53 members, DECODE combines its expertise in digital media, strategy, creative, and technology to deliver integrated campaigns that drive measurable results. The agency has grown rapidly and is now seeking a strategic partner to help fuel its national expansion

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Social Media, Technology & IT Services, Professional Services, Performance Marketing, Marketing & Advertising, Content Marketing, Over $10M, Paid Media & Lead Generation, SEO, Digital Product & Web Development
  • Buyer Type Private Equity
  • 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 DECODE ?

DECODE operates with a clear focus on the healthcare and wellness industries, offering a range of services from digital media buying to website development, SEO, content creation, and social media strategy. The agency is especially skilled in creating and executing omni-channel marketing campaigns, ensuring that each campaign is integrated across both traditional and digital media. DECODE has a strong in-house development team, which allows them to build customized solutions for clients and marry marketing expertise with technology.

Their deep understanding of the wellness journey, especially within the medical field, allows them to craft advertising programs that guide potential patients from consideration to conversion. The agency is equipped with a full tech stack for paid search, social media, and programmatic media buying, providing clients with greater transparency, flexibility, and cost efficiency.

(03)Founder's
Motive

The Why Behind The Sale

The founder of DECODE is seeking an acquisition partner to accelerate the agency’s growth and transition from a regional agency to a national powerhouse. With the infrastructure already in place for expansion, DECODE’s leadership team is eager to scale, tapping into new markets and clients within the health and wellness space. The founder is committed to staying on board post-acquisition and believes that an infusion of outside capital and expertise will allow DECODE to realize its full potential.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

The ideal buyer for DECODE is a firm with expertise in scaling agencies and a background in the healthcare and wellness industries. The buyer should have the resources to expand DECODE’s national reach and the capacity to help drive growth in new markets such as plastic surgery, dentistry, vitamins, and insurance. Additionally, the buyer should value DECODE’s strong creative and strategic foundation, and be committed to supporting the agency’s continued success by maintaining the team’s focus on delivering high-quality campaigns.

(05)Setting the Stage

Preparing DECODE for Acquisition

Merge positioned DECODE as a high-growth, high-margin agency with a proven track record in the healthcare and wellness sectors. The agency’s deep industry knowledge, strong client relationships, and ability to scale made it an attractive target for acquisition. With 45% of revenue coming from retainer clients, DECODE offers a stable, recurring revenue stream, which enhances its appeal to potential buyers.

(06)Attracting Suitors

Strategic Marketing of DECODE for Acquisition

Merge marketed DECODE as an agency with a unique expertise in healthcare and wellness marketing, showcasing its success in delivering top-tier campaigns for high-profile clients in the medical and wellness industries. By emphasizing the agency’s digital media expertise, strong leadership team, and proven ability to scale, Merge attracted several interested buyers looking to expand into the healthcare sector.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

DECODE was successfully acquired by Amulet Capital Partners, a buyer with the experience and resources to help the agency scale its operations nationally. Amulet Capital Partners recognized DECODE’s deep industry expertise and ability to deliver high-quality marketing campaigns in the healthcare and wellness sectors. Post-acquisition, Amulet has begun investing in DECODE’s expansion, positioning the agency for accelerated growth.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

After the acquisition, DECODE expanded its service offerings and grew its client base across the U.S. With the support of Amulet Capital Partners, the agency has increased its national footprint and pursued new business opportunities in key wellness markets. The acquisition has created synergies that strengthen DECODE’s position as a premier marketing agency in the healthcare and wellness space.

(09)Finding a New Home

The Merge Difference

Merge played a key role in facilitating the acquisition of DECODE by Amulet Capital Partners, ensuring alignment on growth objectives. Through expert matchmaking and strategic guidance, Merge positioned DECODE for a successful acquisition, enabling the agency to scale quickly and reach its full potential. This acquisition underscores Merge’s expertise in connecting high-potential agencies with the right partners for long-term success.


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