Under $10M

Fluvio

(01)Engagement
Overview

Strategic buyer acquires Fluvio for growth.

Founded by Devon O’Rourke, Fluvio is a remote-first product marketing consultancy built to close the gap between product and market for B2B technology companies. Devon brought hands-on product and marketing experience from Amazon and Etsy to the business, and what began as a focused product marketing practice grew into a full-service consultancy spanning go-to-market strategy, messaging and positioning, sales enablement, and launch execution, later expanding into a dedicated recruiting arm and an integrated learning and development offering. Today, serving mid-market and enterprise technology clients across B2B software, fintech, and adtech, Fluvio has established itself as a senior, embedded product marketing partner known for category leadership and a durable, retainer-based engagement model.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category SaaS & MarTech, Professional Services, Marketing & Advertising, Management Consulting, HR & Talent Advisory, Business Consulting, Under $10M
  • 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 Fluvio?

Fluvio operates as a specialized product marketing consultancy, distinct from traditional agencies and contractor networks. The firm’s proprietary frameworks, including its GTM Assessment and GTM Model, give the business a structured, repeatable methodology for diagnosing maturity and operationalizing go-to-market work, reinforcing the category authority that drives the majority of its client relationships.

(03)Founder's
Motive

The Why Behind The Sale

Devon built Fluvio organically to a point where he believed the next phase of growth would benefit from a larger strategic partner. Rather than looking to step away, he was seeking additional capital, resources, infrastructure, and access to complementary businesses that could help accelerate growth, expand the company’s capabilities, and create new cross-sell opportunities. For Devon, this wasn’t a transaction about leaving the business he’d built, it was about finding the right platform to take Fluvio into its next stage of growth while remaining actively involved in a leadership capacity.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Devon wanted a partner who could bring real resources and operating capability to Fluvio without disrupting the team, the delivery model, or the client relationships that had taken years to build. He was looking for a partner whose broader platform and ecosystem could open doors that would be difficult to reach alone, while still allowing him to continue building the business he’d founded. Above all, Devon prioritized a partnership that would let him keep growing Fluvio alongside the right team, not a clean exit from the business.

(05)Setting the Stage

Preparing Fluvio for Acquisition

To prepare Fluvio for market, Merge positioned the business as a specialized, recurring-revenue product marketing consultancy with a senior, founder-light delivery model and genuine category authority. The business stood out for its effectively recurring engagement structure, its full-time, and a founder who was focused on strategic growth rather than day-to-day delivery, a combination that made Fluvio an attractive platform for a partner looking to build rather than simply acquire.

(06)Attracting Suitors

Strategic Marketing of Fluvio for Acquisition

Merge marketed Fluvio as a rare opportunity to partner with an established, category-leading product marketing consultancy with sticky enterprise relationships and a scalable delivery model. Buyers were drawn to the firm’s inbound-driven demand engine, its senior W2 team structure, and the high-margin recruiting and learning and development lines layered on top of its core consulting practice. The opportunity was especially compelling for buyers running a broader platform strategy, ones looking not just to acquire a business, but to build alongside a founder who wanted to keep growing it.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Fluvio found its partner in Baymark Partners, a firm pursuing a broader roll-up strategy focused on building a scaled consulting platform. Fluvio brought many of the characteristics Baymark was specifically targeting: recurring, retainer-style revenue, sticky enterprise client relationships, strong profitability, and an established management and delivery team already capable of running without heavy founder involvement. Just as important, Baymark’s strategy aligned closely with Devon’s own goals, bringing capital, operating experience, and a broader ecosystem of complementary businesses that could help accelerate Fluvio’s growth while Devon remained meaningfully involved.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The partnership gave Baymark a strong addition to its consulting platform, one with the recurring revenue model, delivery discipline, and category leadership the firm was specifically seeking. For Fluvio, the deal delivered exactly what Devon had been looking for: access to capital, shared resources, and the potential to combine with complementary businesses across Baymark’s broader platform, all while Devon stayed on to help lead the combined organization toward its longer-term goals. The potential to pair Fluvio with other businesses in Baymark’s ecosystem was identified from the outset as a key reason the partnership was built to flourish.

(09)Finding a New Home

The Merge Difference

Merge guided Devon through a founder-first process centered on finding a partner who could fuel Fluvio’s next chapter rather than simply close a transaction. By identifying a buyer whose platform strategy and resources mapped directly onto Devon’s own vision for growth, Merge helped structure a partnership that let Devon stay exactly where he wanted to be, in a leadership role, building Fluvio forward with a partner equipped to help him get there.


JET Advertising

(01)Engagement
Overview

Strategic buyer acquires JET Advertising for growth.

Founded by Jason Tipner, JET Advertising is a remote-first, full-service digital marketing platform specializing in website design and development, SEO, Google Ads, social media, email marketing, and graphic design, with a diversified client base spanning municipal and government entities, healthcare and medical organizations, and industrial and specialized technical services. What began as a website and marketing shop grew over nearly two decades into a full-service digital agency built around a proprietary ASP.NET CMS platform, one that powers a broad base of actively managed client websites and underpins a recurring, embedded revenue model. Today, with a diversified client base and a meaningful share of revenue tied to recurring retainers, the agency has established itself as a dependable, technology-enabled marketing partner with a fully remote U.S. team.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Marketing & Advertising, Web Design & Development, Under $10M, Paid Media & Lead Generation, SEO, Digital Product & Web Development, Social Media
  • 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 JET Advertising?

JET Advertising operates as a full-funnel digital partner, capable of delivering everything from large-scale municipal website builds to ongoing SEO, paid media, and creative retainers. The agency’s proprietary ASP.NET CMS gives non-technical clients granular control of their own content while creating recurring maintenance revenue for JET, a key differentiator from typical WordPress-only competitors. This structure gives the business real operational depth: delivery, quality assurance, and client communication all run through established processes rather than through the founder himself.

(03)Founder's
Motive

The Why Behind The Sale

By the time Jason engaged Merge, he had already transitioned away from JET’s day-to-day operations. Jason’s time and focus had increasingly shifted toward a separate venture he’d started with his son, and he was ready to hand JET to a new steward. His objective wasn’t to walk away from what he’d built overnight, it was to find the right partner who could take the agency forward while providing continuity for the team and clients he’d spent nearly two decades serving.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Jason wanted a buyer who could step into JET’s existing leadership structure without disrupting the team or the client relationships that had taken years to build. He was looking for a successor who shared his values around client service and employee care, someone who would treat the team’s continuity and the clients’ experience as seriously as he had. Above all, Jason prioritized finding a good long-term home for the people who had helped him build JET, not just a transaction that maximized price.

(05)Setting the Stage

Preparing JET Advertising for Acquisition

To prepare JET for market, Merge positioned the business as a technology-enabled, founder-independent digital marketing platform with a proprietary CMS creating genuine recurring revenue and client stickiness. The business stood out for its diversified, low-concentration client base, its blended project-and-retainer revenue model, and a leadership structure already capable of running the business without daily owner involvement, a key selling point for a clean ownership transition.

(06)Attracting Suitors

Strategic Marketing of JET Advertising for Acquisition

Merge marketed JET as a rare opportunity to acquire an established digital agency with embedded client infrastructure and a scalable, remote operating model. Buyers were drawn to the agency’s dual-platform capability, delivering both WordPress and complex custom ASP.NET builds, its steady base of clients with no significant concentration risk, and the recurring monetization opportunity created by the websites managed on JET’s own CMS. The opportunity was especially compelling for buyers already running complementary marketing capabilities who wanted to broaden their service offering without duplicating their existing team.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

JET Advertising was acquired by Expert Marketing Advisors (EMA), led by Courtney Kehl, who was actively pursuing acquisitions to grow the firm’s revenue, client base, and team capabilities. JET offered exactly the kind of business EMA was looking for: an established agency with complementary digital capabilities, including web development, SEO, Google Ads, and a proprietary CMS, that broadened EMA’s existing end-to-end marketing offering. JET and EMA were closely aligned on the fundamentals as well, similar in size, team structure, and leadership style, with both businesses operating through empowered, self-sufficient teams and limited founder dependency.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The acquisition gave EMA a natural extension of its existing service line, adding deeper web development and digital execution capability without meaningfully duplicating the team it already had in place. For JET’s employees and clients, the transaction preserved the culture and delivery model Jason had spent nearly two decades building, while EMA’s strong emphasis on employee retention, flexibility, and a thoughtful integration process ensured the team Jason cared so much about would be taken care of moving forward.

(09)Finding a New Home

The Merge Difference

Merge guided Jason through a founder-first process centered on finding a successor who could preserve everything he and his team had built. By identifying a buyer whose capabilities and culture mapped directly onto JET’s existing strengths, Merge helped create a seamless transition for the business, its employees, and its clients, allowing Jason to step back with confidence that JET Advertising was in capable hands


EngineRoom

(01)Engagement
Overview

Strategic buyer acquires EngineRoom for growth.

Founded in 2013, EngineRoom is an Australia-based growth marketing agency and technology platform specializing in digital strategy, SEO, paid search, web experience, and AI-driven advisory for leads-based businesses. Over more than a decade, the agency built a deeply recurring client base across home improvement, automotive, healthcare, legal, and industrial sectors, becoming known for its proprietary EngineRoom Platform, which unifies marketing, CRM, and financial data to link marketing investment directly to business outcomes. With highly recurring revenue, multi-year average client tenure, and repeated Best Place to Work recognition, EngineRoom established itself as one of Australia’s most operationally mature and culturally distinctive growth marketing businesses.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category SaaS & MarTech, Performance Marketing, Data & Analytics, AI & Automation, Under $10M
  • 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 EngineRoom?

EngineRoom operates as a growth partner rather than a traditional agency, combining Advisory, Agency, and Technology capabilities under one integrated model. The proprietary platform and AI CoPilot differentiate the business from execution-only agencies by closing the gap between marketing investment and revenue outcomes. Clients are predominantly SMEs and mid-market organizations across Australia that treat marketing as a commercial investment and expect transparency around ROI. The agency operates fully distributed, with Australian payroll employees supported by Employer of Record team members across multiple international locations, all integrated into unified systems and delivery workflows.

(03)Founder's
Motive

The Why Behind The Sale

After more than a decade of building EngineRoom, founder Adam Laurie and his co-founders began exploring opportunities to find a strategic partner that could accelerate the commercialization and global scale of the agency’s proprietary AI platform, something that would have been significantly more difficult to achieve independently. The founders believed a larger organization with an established customer base and distribution infrastructure could unlock substantially more value from the platform while continuing to grow the core agency business.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

For EngineRoom, the ideal acquirer needed to understand AI-driven technology, recurring revenue models, and the strategic value of connecting marketing intelligence to business outcomes. Preserving the agency’s platform roadmap, delivery standards, and strong team culture was essential. The right partner would bring an established customer base, distribution capabilities, and the infrastructure to commercialize the EngineRoom Platform at scale.

(05)Setting the Stage

Preparing EngineRoom for Acquisition

To prepare EngineRoom for market, Merge positioned the agency as a rare combination of a highly recurring, operationally mature marketing business and a differentiated AI platform with clear commercialization potential. The business stood out for its retainer-based revenue model, long-term client relationships, proprietary AI CoPilot technology, and a diversified client base with no single client representing an outsized share of revenue. EngineRoom’s expanding margins and award-winning culture further reinforced its strength as a platform-ready acquisition target.

(06)Attracting Suitors

Strategic Marketing of EngineRoom for Acquisition

Merge marketed EngineRoom as a compelling opportunity to acquire a technology-enabled growth marketing business with deeply recurring revenue, a proprietary AI platform, and a proven methodology. Buyers were drawn to the combination of stable, predictable cash flow and significant platform upside, including the potential to license the EngineRoom Platform as a standalone SaaS product to agencies and end-user businesses globally. The agency’s consistent Best Place to Work recognition, distributed operational model, and committed leadership team made the opportunity especially attractive to buyers seeking continuity alongside growth.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

EngineRoom was acquired by CXAI, an AI-powered platform company focused on workplace operations and organizational intelligence. The acquisition strategically expanded CXAI’s AI capabilities with EngineRoom’s proprietary growth intelligence technology, highly recurring revenue base, and established mid-market customer relationships. By combining CXAI’s focus on AI-powered workplace operations with EngineRoom’s expertise in AI-driven marketing and customer acquisition, the combined organization created a more comprehensive AI operating platform designed to help organizations improve both operational efficiency and commercial performance.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, EngineRoom gained access to CXAI’s established customer base, distribution infrastructure, and resources to accelerate the commercialization and global licensing of the EngineRoom Platform. The partnership created immediate cross-sell opportunities across both customer bases, and together the combined organization is positioned to grow recurring software revenue while delivering a more integrated AI operating platform to organizations globally.

(09)Finding a New Home

The Merge Difference

Merge guided EngineRoom through a strategic, founder-focused acquisition process centered on platform value, long-term alignment, and finding a partner capable of unlocking the full potential of the agency’s technology. Through targeted buyer outreach, thoughtful positioning, and hands-on transaction support, Merge helped EngineRoom find the right strategic home with CXAI. The result is a strengthened AI platform business built to serve organizations globally with integrated intelligence across marketing, growth, and workplace operations.


The frank Agency

(01)Engagement
Overview

Strategic buyer acquires The frank Agency for growth.

Founded in 1981 by Frank Weyforth in Kansas, The frank Agency is a remote-first performance marketing agency specializing in paid search, SEO, social media, website design and development, and creative and branding, with deep concentration in healthcare and dental clients. What began as a direct-response shop running targeted direct-mail and retail programs for major commercial trucking and vehicle brands like Navistar, Freightliner, and Peterbilt evolved over four decades into a full-service digital agency built around measurable outcomes. Today, with the majority of revenue coming from healthcare and dental clients and a fully retainer-based model, the agency has established itself as a dependable, full-funnel marketing partner known for long-tenured client relationships and a scalable U.S. and Pakistan delivery model.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Branding & Creative, Under $10M, Paid Media & Lead Generation, SEO, Performance Marketing, Web Design & Development, Social Media & Influencer
  • Buyer Type Solo Entrepreneurs
  • 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 The frank Agency?

The frank Agency operates as a strategy-led, performance-driven partner that often serves as a client’s primary marketing resource rather than a project-by-project vendor. A senior U.S. leadership team sets strategy and department direction, while an experienced offshore team works U.S. hours to deliver paid media, SEO, and development work. The agency runs on a suite of proprietary tools, including frankPulse for workflow and profitability tracking, frankPPC Analyst for AI-supported paid media analysis, and SinglePage SEO for AI-enabled auditing and lead generation. These systems give the agency real-time visibility into tasks, margins, and reporting across every account.

(03)Founder's
Motive

The Why Behind The Sale

After more than 30 years building and leading The frank Agency, Owner Tony Ali felt it was the right time to begin transitioning ownership. His primary objective was finding the right successor who would preserve the agency’s culture, take care of its employees and clients, and position the business for long-term success. Tony also wanted to support his wife, Susan Ali, who works in the business and was ready to retire, making it important that the agency be left in capable hands and set up properly for its next chapter.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

Tony wanted a buyer who could step into the leadership roles he and Susan had built over decades without disrupting the team or client relationships that made the agency successful. He sought successors who shared the same values around client service, employee care, and long-term stewardship, and who brought complementary skill sets that mapped naturally onto the business’s existing structure, with one partner suited to strategic and business leadership and the other suited to client-facing and operational work.

(05)Setting the Stage

Preparing The frank Agency for Acquisition

To prepare The frank Agency for market, Merge positioned the business as a highly specialized, founder-independent performance marketing agency with deep vertical expertise in healthcare and dental. The business stood out for its fully retainer-based revenue model, accelerating year-over-year growth, and a proprietary technology stack that standardized workflow, pricing, and reporting. Department-head-led delivery across SEO, paid media, social, creative, and development meant the agency could run smoothly without daily owner involvement, a key selling point for a business built for a clean ownership transition.

(06)Attracting Suitors

Strategic Marketing of The frank Agency for Acquisition

Merge marketed The frank Agency as a rare opportunity to acquire a profitable, four-decade-old agency with predictable recurring revenue and a defensible niche in healthcare and dental marketing. Buyers were drawn to the agency’s low-risk billing model, since media is prepaid or billed directly by clients, keeping cash flow clean, as well as its scalable U.S. and Pakistan delivery structure and clear whitespace for growth in secondary verticals like financial services, education, and home services. The opportunity was especially compelling for buyers with marketing backgrounds looking to step directly into an established leadership structure rather than build one from scratch.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

The frank Agency was acquired by Edwin Vincent and Emily Vincent, who were looking to transition from corporate marketing leadership into entrepreneurship by acquiring an established agency with a strong reputation and stable client base. Their backgrounds aligned naturally with the roles Tony and Susan had built. Edwin was well positioned to step into Tony’s strategic and business leadership responsibilities, while Emily’s experience complemented Susan’s client-facing and operational role. Rather than starting an agency from scratch, Edwin and Emily saw the acquisition as a chance to build on an existing platform with a strong culture and loyal client base.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The acquisition gave Edwin and Emily a turnkey leadership transition, stepping into roles that mirrored their existing marketing expertise rather than requiring them to learn the business from the ground up. For The frank Agency’s employees and clients, the handoff preserved the culture, delivery model, and long-standing relationships that Tony and Susan spent decades building, while positioning the agency for continued growth in healthcare and dental as well as expansion into secondary verticals.

(09)Finding a New Home

The Merge Difference

Merge guided Tony through a founder-first process centered on finding successors who could preserve everything he and Susan had built. By identifying buyers whose skill sets mapped directly onto the agency’s existing leadership structure, Merge helped create a seamless transition for the team and clients alike, allowing Tony to step back and Susan to retire with confidence that The frank Agency was in capable hands.


Margins

(01)Engagement
Overview

Strategic buyer acquires Margins for growth.

Founded in 2022 and operating as a standalone agency since 2025, Margins Studio is a fully remote Webflow design and development agency specializing in end-to-end website builds, WordPress to Webflow migrations, and ongoing Web Support retainers for venture-backed startups and growth-stage teams. Built around a contractor-first model and an enablement-focused approach, the agency earned Enterprise-level partner status on the Webflow Marketplace and built a loyal client base through referrals, portfolio visibility, and a VC partnership that fed a steady stream of startup introductions. With approximately 50% of revenue from recurring retainers and a lean, high-margin operating structure, Margins established itself as a credible and profitable Webflow-first partner for teams that want great sites without building an internal dev function.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Web Design & Development, Technology & IT Services, Under $10M, Digital Product & Web 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 Margins?

Margins operates as a Webflow-first design and development partner built around workflow-centric builds, client enablement, and ongoing support. Delivery runs through a vetted network of contractors across Webflow development, design, and branding, keeping fixed overhead minimal and margins strong. The business is fully remote with no leases, an inbound-only lead model, and roughly 64% of projected 2026 revenue already contracted at the time of sale.

(03)Founder's
Motive

The Why Behind The Sale

After building Margins into a profitable, well-positioned agency, founder Jesse Tomlinson made the decision to sell in order to pursue a new venture he was genuinely passionate about, an app built around his love of eclipses. With a project management contractor already stepping into day-to-day operations and a clean post-spinout structure in place, the timing was right to find a buyer who could take the agency forward while Jesse focused his energy on building something new.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

For Margins, the right acquirer needed to understand Webflow, value the agency’s enablement model, and be positioned to preserve the client relationships and contractor team that made the business work. A smooth, low-disruption transition was the priority, and the ideal buyer would bring enough familiarity with the work to hit the ground running without needing a lengthy onboarding period.

(05)Setting the Stage

Preparing Margins for Acquisition

To prepare Margins for market, Merge positioned the agency as a lean, profitable Webflow specialist with a growing recurring revenue base, an inbound-driven pipeline, and a clean operational structure following its 2025 spinout. The business stood out for its Enterprise-level Webflow Marketplace status, diversified client base across technology, health and life sciences, and professional services, and a contractor model that kept margins strong while enabling rapid scale. With roughly half of revenue already under retainer and a significant portion of 2026 projected revenue contracted, Margins offered buyers immediate stability alongside meaningful upside.

(06)Attracting Suitors

Strategic Marketing of Margins for Acquisition

Merge marketed Margins as a rare opportunity to acquire a profitable, Webflow-first agency with an inbound pipeline, recurring revenue, and a scalable contractor model ready to grow. Buyers were drawn to the agency’s Marketplace credibility, clean post-spin financials, and the clear path to expanding the retainer program, productizing templates and audits, and layering in outbound to enterprise Webflow site owners. The founder’s willingness to support a defined transition period and the project management contractor already in place made the handoff straightforward and low-risk

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Margins Studio was acquired by Chris Merritt of Coarsely Ground, a buyer with direct expertise in the Webflow web design space who saw acquisition as the right path to expand his footprint in the market. The familiarity with Webflow delivery and the type of work Margins does meant the transition could happen smoothly, with minimal disruption to clients, contractors, or the operational model that made the agency profitable in the first place.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, Margins gained a hands-on owner with relevant expertise and a clear vision for growth. Coarsely Ground’s familiarity with the Webflow ecosystem means clients experience continuity in quality and approach, while the combined operation is positioned to expand the retainer program, deepen agency partnerships, and explore productization opportunities that the previous owner had identified but not yet pursued. For clients, the transition means more resources and an owner invested in the long-term growth of the business.

(09)Finding a New Home

The Merge Difference

Merge guided Margins through a focused, founder-friendly process that matched Jesse’s timeline and priorities. By positioning the agency’s strengths clearly, finding a buyer with genuine domain expertise, and supporting the transaction from first conversation through close, Merge helped Jesse step away confidently to pursue his next chapter while ensuring Margins landed with exactly the right person to carry it forward. The result is a well-matched acquisition built on shared expertise, operational continuity, and a clear path to growth.


Catsnake

(01)Engagement
Overview

Strategic buyer acquires Catsnake for growth.

Founded in 2013 by Ed Dark and Stephen Follows, Catsnake is a London-based storytelling agency specializing in legacy fundraising, charity campaigns, strategic communications, and creative storytelling for nonprofit organizations. After evolving from a film production company into one of the UK’s leading fundraising agencies, Catsnake built a reputation for helping organizations like UNICEF, WWF, Amnesty International, and NHS Charities Together connect with supporters through emotionally compelling campaigns. Its proprietary framework and category-leading expertise in gifts-in-wills fundraising positioned the agency as a trusted strategic partner for some of the world’s most recognized mission-driven organizations.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category PR & Communications, Business Consulting, 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 Catsnake?

Catsnake operates with a senior-led team supported by a long-standing network of trusted freelance specialists, allowing the agency to scale efficiently while maintaining creative excellence. Rather than functioning as a traditional production agency, Catsnake combines strategy, storytelling, research, creative development, and campaign execution into integrated fundraising solutions designed specifically for charities and nonprofits. With more than 60% of revenue generated from legacy fundraising initiatives and long-term client relationships spanning multiple years, the agency established itself as one of the UK’s leading specialists in this highly defensible niche.

(03)Founder's
Motive

The Why Behind The Sale

After more than a decade of growing Catsnake into a market leader, Ed and Stephen recognized that the agency had reached a pivotal point in its evolution. They believed Catsnake’s next stage of growth, particularly expansion into the United States, would require additional capital, operational infrastructure, and strategic resources beyond what they could build independently. Rather than stepping away from the business, both founders wanted to remain actively involved while partnering with an organization that could accelerate growth, create greater opportunities for the team, and preserve the agency’s mission-driven culture.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

For Catsnake, finding the highest bidder was never the objective.The founders wanted a partner that understood the nonprofit sector, valued the agency’s unique expertise in storytelling and legacy fundraising, and shared their long-term vision for growth. Maintaining the agency’s culture, protecting client relationships, and allowing Ed and Stephen to continue shaping the business after closing were all essential priorities. The ideal buyer would bring operational experience, financial resources, and international expansion capabilities while respecting everything that made Catsnake unique.

(05)Setting the Stage

Preparing Catsnake for Acquisition

Merge positioned Catsnake as far more than a creative agency. The business was presented as a category-leading consultancy with proprietary intellectual property, deep specialization in legacy fundraising, and long-standing relationships with many of the UK’s most respected charitable organizations. Buyers were attracted to Catsnake’s differentiated framework, its hybrid operating model that balanced scalability with creative quality, and its reputation as a trusted strategic advisor rather than simply a campaign execution partner. The agency’s recurring project relationships, thought leadership, and significant opportunities for AI integration and international expansion further strengthened the investment story.

(06)Attracting Suitors

Strategic Marketing of Catsnake for Acquisition

Merge marketed Catsnake as a rare opportunity to acquire one of the UK’s most respected nonprofit storytelling agencies with an established leadership position in legacy fundraising.Its reputation among Tier 1 charities, highly specialized expertise, and scalable operating model made the business particularly attractive to buyers looking to expand into the nonprofit sector. The opportunity became even more compelling through its clear expansion opportunities, including entering the U.S. market, productizing their proprietary framework, expanding into adjacent mission-driven sectors, and leveraging AI to improve research and strategic delivery.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Catsnake was acquired by LNE Group, led by Lee Weingart, whose business specialized in government affairs, advocacy, and helping nonprofit organizations secure funding. Lee immediately recognized the complementary nature of the two organizations. While LNE Group focused on advocacy, government relations, and funding strategies, Catsnake brought deep expertise in storytelling, donor engagement, fundraising campaigns, and nonprofit communications. Together, the businesses created an opportunity to build a broader platform capable of helping nonprofit organizations raise awareness, secure funding, and expand their impact on both sides of the Atlantic.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

The acquisition positioned Catsnake for its next chapter of growth while allowing the founders to remain actively involved in the business they had built. With LNE Group’s operational resources, capital, and established U.S. relationships, Catsnake gained the support needed to pursue international expansion, strengthen its service offerings, and continue investing in innovation. At the same time, LNE Group expanded its capabilities by adding one of the UK’s leading nonprofit storytelling agencies, creating meaningful cross-selling opportunities and a stronger platform to serve mission-driven organizations around the world.

(09)Finding a New Home

The Merge Difference

Merge guided Catsnake through a founder-first process centered on finding the right long-term partner rather than simply completing a transaction. Through strategic positioning, targeted buyer outreach, and hands-on transaction support, Merge helped Ed and Stephen identify a buyer who valued the agency’s culture, respected its expertise, and shared its long-term vision. The result was a partnership that preserved everything that made Catsnake successful while providing the resources, infrastructure, and strategic support needed to accelerate its next phase of growth.


Roketto

(01)Engagement
Overview

Strategic buyer acquires Roketto for growth.

Founded in 2009, Roketto is a British Columbia-based SEO and website design agency specializing in growth marketing for B2B SaaS and technology companies across North America. Built around a content-first SEO philosophy, Roketto developed a reputation for helping ambitious brands compete with much larger industry players through strategic search optimization, conversion-focused web design, and data-driven digital advertising. Over time, the agency became known for its proprietary methodology, a scalable SEO-driven content strategy designed to improve organic visibility, lead generation, and long-term digital growth for SaaS-focused organizations

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category SaaS & MarTech, Performance Marketing, Marketing & Advertising, Content Marketing, Under $10M, Paid Media & Lead Generation, SEO
  • 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 Roketto?

Roketto operates as a specialized digital growth agency focused on SEO-driven content strategy, digital advertising, and conversion-optimized website design for SaaS and technology companies. The agency combines long-form content creation, technical SEO, paid media management, and website development into integrated growth strategies designed to increase traffic, strengthen domain authority, and drive customer acquisition. As a certified Google Ads & Analytics Partner and HubSpot Certified Partner, Roketto built a strong reputation for blending creative execution with measurable performance marketing results

(03)Founder's
Motive

The Why Behind The Sale

After more than a decade of building Roketto into a respected SaaS-focused marketing agency, the co-founders began exploring a strategic partnership that could support the agency’s next phase of growth. While the business maintained strong client retention, recurring revenue, and a positive reputation in the market, the founders were seeking a partner capable of overseeing day-to-day operations, accelerating growth initiatives, and continuing the company’s commitment to quality and client success.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

For Roketto, the ideal buyer needed to understand SEO, content marketing, and the rapidly evolving needs of SaaS and technology brands. Preserving the agency’s collaborative culture, strategic methodology, and client relationships was essential. The right acquisition partner would value Roketto’s strong inbound reputation, remote-first operational model, and specialized SEO expertise while bringing additional operational resources and growth infrastructure to scale the agency further.

(05)Setting the Stage

Preparing Roketto for Acquisition

To prepare Roketto for market, Merge positioned the agency as a highly specialized SaaS-focused SEO and digital growth platform with strong recurring revenue and a differentiated market position. Particular emphasis was placed on the agency’s diversified client base, proven SEO frameworks, and fully remote operational structure. Roketto’s reputation within the SaaS ecosystem, paired with its SEO methodology and strong retention metrics, made the business especially attractive to strategic buyers seeking specialized digital marketing expertise.

 

(06)Attracting Suitors

Strategic Marketing of Roketto for Acquisition

Merge marketed Roketto as a differentiated SEO and content marketing agency with deep expertise serving SaaS and technology clients. Buyers were particularly drawn to the agency’s long-term retainer relationships, certified partnerships with Google and HubSpot, and proven ability to generate measurable organic growth for clients. Roketto’s combination of SEO strategy, web development, and digital advertising capabilities positioned the agency as a strong acquisition opportunity for firms looking to expand their presence in performance-driven SaaS marketing.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Roketto was acquired by KNB Communications, a strategic communications and marketing firm focused on supporting innovative companies across healthcare, biotech, and technology sectors. The acquisition strengthened KNB Communications’ digital marketing, SEO, and inbound growth capabilities while expanding its ability to deliver integrated marketing solutions to clients operating in highly competitive industries. By combining KNB Communications’ strategic communications expertise with Roketto’s SEO-driven growth methodologies and digital execution capabilities, the combined organization created a stronger platform positioned to support clients across the full marketing funnel.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, Roketto gained access to expanded strategic resources, broader client opportunities, and additional operational support to continue scaling its SEO and digital growth services. The partnership enhanced the combined organization’s ability to provide integrated content marketing, SEO, digital advertising, and website development services to a wider range of clients. Clients benefit from expanded capabilities and deeper strategic expertise, while the team gains access to additional growth opportunities within a larger marketing platform.

(09)Finding a New Home

The Merge Difference

Merge guided Roketto through a founder-focused acquisition process centered on strategic alignment, continuity, and long-term growth. Through thoughtful positioning, targeted buyer outreach, and hands-on transaction support, Merge helped connect Roketto with KNB Communications, a strategic partner aligned with the agency’s vision for future expansion and operational excellence. The result is a stronger digital growth platform built to help innovative brands scale through SEO, content marketing, and performance-driven digital strategies.


Newbridge Marketing Group

(01)Engagement
Overview

Strategic buyer acquires Newbridge Marketing Group for growth.

Founded in 2005, Newbridge Marketing Group is a leading experiential and college marketing agency specializing in helping brands engage Gen Z and young consumers through large-scale activations, student ambassador programs, and campus marketing initiatives. Originally founded as a collegiate marketing platform, the agency evolved into a nationally recognized experiential marketing partner serving Fortune 500 brands across consumer goods, food and beverage, technology, media, and lifestyle industries. With access to more than 2,000 college campuses and a network of over 10,000 student ambassadors and brand representatives, Newbridge built a highly differentiated platform that blends experiential execution, campus engagement, and data-driven marketing strategies at scale.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category Marketing & Advertising, Social Media & Influencer, Media & Content Production, Content Marketing, Branding & Creative, Under $10M, Creative Content Development, Social Media
  • 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 Newbridge Marketing Group?

Newbridge operates as a full-service experiential and collegiate marketing platform, helping brands create immersive, high-impact campaigns designed to engage young consumers both digitally and in person. The agency’s services include pop-up activations, product sampling, trade show experiences, campus media campaigns, student ambassador and NIL programs, and nationwide brand ambassador staffing. By integrating experiential marketing with collegiate access and consumer insights, Newbridge developed a unique full-funnel approach that allows brands to engage students and young consumers throughout their college journey and beyond.

(03)Founder's
Motive

The Why Behind The Sale

After nearly two decades of building Newbridge into one of the most recognized experiential and collegiate marketing agencies in the country, the founders began exploring a strategic partnership to support the company’s next phase of growth. While the agency maintained strong momentum, blue-chip client relationships, and expanding national reach, the founders recognized an opportunity to partner with a larger platform that could accelerate growth initiatives, expand service offerings, and further strengthen Newbridge’s market position. Importantly, both founders remained excited about continuing to play active roles post-transaction, particularly in business development, strategic growth, and platform expansion.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

For Newbridge, the ideal buyer needed to deeply understand experiential marketing, campus engagement, and the evolving behaviors of Gen Z consumers. Preserving the agency’s culture, strategic relationships, and reputation for executional excellence was critical. The right acquisition partner would value Newbridge’s operational infrastructure, nationwide ambassador network, and deep collegiate relationships while bringing additional resources to scale technology, analytics, and national growth opportunities.

(05)Setting the Stage

Preparing Newbridge Marketing Group for Acquisition

To prepare Newbridge for market, Merge positioned the agency as a highly differentiated experiential and collegiate marketing platform with significant scale, strong client relationships, and a defensible market niche. Particular emphasis was placed on the agency’s direct access to more than 2,000 campuses, proprietary student engagement capabilities, Fortune 500 client base, and integrated experiential and college marketing model. The business stood out for its strong growth trajectory, national staffing infrastructure, long-standing brand relationships, and ability to execute complex multi-market activations at scale.

 

(06)Attracting Suitors

Strategic Marketing of Newbridge Marketing Group for Acquisition

Merge marketed Newbridge as a rare opportunity to acquire a scaled experiential and college marketing platform with deep expertise in Gen Z consumer engagement. Buyers were particularly attracted to the agency’s blue-chip client roster, nationwide campus access, proprietary student ambassador network, and ability to deliver measurable ROI across both physical and digital activations. Newbridge’s blend of experiential marketing, NIL campaigns, campus media, and ambassador staffing positioned the company as a highly strategic platform within the rapidly growing youth and experiential marketing sectors.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Newbridge Marketing Group was acquired by Balius Partners, a strategic investment platform focused on supporting founder-led businesses with strong growth potential and differentiated market positions. The acquisition provided Newbridge with additional strategic resources, operational support, and long-term investment to continue expanding its experiential and collegiate marketing capabilities. By combining Balius Partners’ growth-oriented investment approach with Newbridge’s industry-leading experiential platform and campus engagement infrastructure, the partnership created a stronger foundation for future expansion and innovation.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, Newbridge gained additional support to continue scaling its experiential activations, collegiate partnerships, ambassador programs, and data-driven marketing capabilities. The partnership strengthened the agency’s ability to invest in proprietary technology, analytics infrastructure, and expanded service offerings while continuing to support national brands seeking authentic engagement with Gen Z audiences. Clients benefit from broader resources, deeper strategic support, and continued investment in execution quality, while the team gains additional opportunities for growth within a larger platform environment.

(09)Finding a New Home

The Merge Difference

Merge guided Newbridge through a founder-focused acquisition process centered on strategic alignment, operational continuity, and long-term scalability. Through thoughtful positioning, targeted buyer outreach, and hands-on transaction support, Merge helped connect Newbridge with Balius Partners a strategic partner aligned with the agency’s vision for future growth and innovation. The result is a strengthened experiential and collegiate marketing platform built to help leading brands connect with the next generation of consumers through authentic, scalable, and measurable engagement strategies.


51Blocks

(01)Engagement
Overview

Strategic buyer acquires 51Blocks for growth.

Founded in 2009, 51Blocks is a Colorado-based white-label digital marketing platform serving agencies and resellers across the United States, United Kingdom, Canada, and Australia. Originally launched as an SEO-focused agency, 51Blocks evolved into a highly systemized fulfillment engine built to help marketing agencies scale without adding internal overhead. Over time, the company expanded its offerings into PPC, websites, hosting, social media, and AI-driven search optimization services, establishing itself as a trusted behind-the-scenes partner for hundreds of reseller agencies. Through its productized service model, client-facing white-label support, and scalable global delivery infrastructure, 51Blocks became known for helping agencies “just sell” while 51Blocks handled fulfillment, reporting, and operational execution.

(Details)

  • Engagement Sell-Side Representation
  • Type Full Sale
  • Category SEO, Web Design & Development, SaaS & MarTech, Performance Marketing, Marketing & Advertising, AI & Automation, Under $10M, Paid Media & Lead Generation
  • 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 51Blocks?

51Blocks operates as a white-label fulfillment platform designed specifically for marketing agencies and resellers. The company provides SEO, GEO/AEO, PPC management, websites, hosting, social media, and client success support under the reseller’s brand. Unlike traditional white-label providers, 51Blocks includes client-facing communication and fulfillment support directly within its offering, allowing agencies to deliver fully branded services without building internal teams. The company’s highly standardized scopes, transparent pricing, mature SOPs, and scalable delivery model created a streamlined platform capable of serving hundreds of agency partners simultaneously.

(03)Founder's
Motive

The Why Behind The Sale

After building 51Blocks into a recognized leader in white-label digital marketing fulfillment, the founder began exploring opportunities to transition the business into its next phase of growth. Over the years, the agency had matured operationally, with a strong leadership structure, scalable systems, and minimal owner involvement in day-to-day operations. The objective was not simply to exit, but to find a strategic partner capable of accelerating growth, expanding market reach, and further capitalizing on emerging opportunities in AI-driven search and reseller enablement.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

For 51Blocks, the ideal buyer needed to understand the dynamics of white-label fulfillment, reseller partnerships, and scalable recurring revenue models. Maintaining the agency’s reputation for consistency, transparency, and operational excellence was critical. The right partner would value the company’s productized approach, global fulfillment infrastructure, and highly embedded reseller relationships while bringing additional strategic resources to scale outbound growth, AI-driven offerings, and international expansion opportunities.

(05)Setting the Stage

Preparing 51Blocks for Acquisition

To prepare 51Blocks for market, Merge positioned the business as a highly systemized, recurring revenue white-label platform with strong profitability and operational maturity. The company stood out for its productized subscriptions, scalable contractor infrastructure, low owner dependence, and deeply embedded reseller relationships. Particular emphasis was placed on the agency’s client-facing white-label support model, sub-1% QA error rate, AI-enabled delivery systems, and emerging GEO/AEO product offerings designed to address the future of AI-driven search.

 

(06)Attracting Suitors

Strategic Marketing of 51Blocks for Acquisition

Merge marketed 51Blocks as a rare opportunity to acquire a scalable fulfillment platform serving hundreds of agency partners through highly recurring revenue streams. Buyers were drawn to the company’s turnkey operating structure, long-standing reseller relationships, and ability to deliver SEO, PPC, websites, hosting, and AI-driven search services under agency brands at scale. The agency’s strong retention metrics, recurring revenue model, and proven reseller systems positioned 51Blocks as a differentiated player in the rapidly growing white-label marketing ecosystem

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

51Blocks was acquired by Ajile Media Group, a strategic marketing platform focused on scaling digital marketing infrastructure and fulfillment capabilities. The acquisition strengthened the buyer’s ability to support agency partners through scalable white-label execution, highly systemized operations, and AI-driven search offerings. By combining Ajile Media Group’s growth strategy with 51Blocks’ mature reseller platform and delivery systems, the combined organization created a stronger foundation for long-term expansion across the agency services ecosystem.

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, 51Blocks gained additional strategic support and operational resources to continue scaling its reseller platform and AI-driven service offerings. The partnership strengthened the company’s ability to expand outbound growth initiatives, accelerate GEO/AEO adoption, and deepen relationships with agency partners worldwide. Clients and resellers benefit from expanded capabilities, improved scalability, and continued investment in systems, fulfillment quality, and emerging search technologies.

(09)Finding a New Home

The Merge Difference

Merge guided 51Blocks through a founder-first acquisition process centered on operational continuity, strategic alignment, and long-term scalability. Through targeted buyer outreach, thoughtful positioning, and hands-on transaction support, Merge helped connect 51Blocks with Ajile Media Group a strategic partner aligned with the company’s vision for future growth. The result is a stronger white-label marketing platform built to support agencies and resellers navigating the evolving digital marketing and AI-driven search landscape.


Symmetri Marketing

(01)Engagement
Overview

Strategic buyer acquires Symmetri Marketing for growth.

Founded in 2003, Symmetri Marketing is a B2B brand strategy and digital marketing agency serving complex industries including healthcare, manufacturing, and higher education. Known for blending creative, content, and technology to help technical organizations tell clearer brand stories, Symmetri built long-standing client relationships and a reputation as a strategic partner rather than a traditional vendor. After more than two decades of growth, the founders partnered with Yes&, a fully integrated creative agency, to scale Symmetri’s platform, expand creative capabilities, and unlock new growth opportunities for the team.

(Details)

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

(02)Inside The
Enterprise

Who Is Symmetri Marketing?

Symmetri operates as a full-service B2B marketing partner, delivering brand strategy, content development, digital marketing, and web technology solutions for organizations with complex products and long sales cycles. With a remote-first operating model and a collaborative team structure, the agency supports clients across healthcare, manufacturing, and higher education by translating technical offerings into compelling brand narratives that drive engagement, demand, and long-term growth.

(03)Founder's
Motive

The Why Behind The Sale

Having built Symmetri over two decades, the founders began exploring a new chapter for the business that would provide greater growth opportunities and access to capital while preserving the agency’s culture and team. One founder was preparing for retirement, while the other sought to take some chips off the table and continue growing Symmetri’s creative capabilities within a larger platform.

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

For Symmetri’s leadership, the right partner needed to respect the agency’s B2B focus, creative culture, and collaborative operating model while bringing additional scale, systems, and resources. It was essential that the team have room to grow, expand capabilities, and take on larger, more complex work without losing the values and relationships that defined Symmetri’s success.

(05)Setting the Stage

Preparing Symmetri Marketing for Acquisition

Merge positioned Symmetri around its deep B2B specialization, long-standing client relationships, and integrated service offering across branding, content, and technology. The agency was presented as a resilient platform with strong industry positioning, experienced leadership, and the ability to operate independently, making it an attractive growth opportunity for a strategic acquirer.

 

(06)Attracting Suitors

Strategic Marketing of Symmetri Marketing for Acquisition

Symmetri was marketed as a high-quality B2B agency with proven processes, creative excellence, and a reputation for solving complex marketing challenges. Buyers were drawn to the agency’s industry expertise, scalable delivery model, and ability to embed deeply within client organizations as a strategic partner.

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

Symmetri was acquired by Yes&, a fully integrated creative agency actively growing through acquisition and seeking to expand its B2B capabilities. Yes& recognized Symmetri as a strong cultural and strategic fit, gaining a team with proven processes and creative depth while Symmetri gained access to capital, infrastructure, and a larger platform for growth

(08)Unlocking Synergies

Positive Impacts Post-Transaction

Following the acquisition, Symmetri’s team gained new opportunities to expand services, collaborate across a larger creative network, and take on more complex B2B work. Yes& strengthened its B2B offering while Symmetri gained the scale and support needed to accelerate growth and enhance its creative impact.

(09)Finding a New Home

The Merge Difference

Merge guided Symmetri through a founder-first acquisition process focused on cultural alignment, long-term growth, and team continuity. Through strategic positioning, targeted outreach, and hands-on transaction support, Merge helped place Symmetri with a partner that supports its next chapter of growth with Yes&.


Coastal Collective

(01)Engagement
Overview

Strategic buyer acquires Coastal Collective for growth.

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

(Details)

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

(02)Inside The
Enterprise

Who Is Coastal Collective?

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

(03)Founder's
Motive

The Why Behind The Sale

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

(04)Founder’s Vision

Criteria for the Perfect Acquisition Fit

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

(05)Setting the Stage

Preparing Coastal Collective for Acquisition

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

 

(06)Attracting Suitors

Strategic Marketing of Coastal Collective for Acquisition

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

(07)Sealing the Deal

Perfect Matchmaking with the Ideal Buyer

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

(08)Unlocking Synergies

Positive Impacts Post-Transaction

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

(09)Finding a New Home

The Merge Difference

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


Load More

Know someone we should talk to? Our referral program rewards you for introducing us to great businesses ready to sell.

Send Us A Lead

Built for entrepreneurs, by entrepreneurs. Meet the team behind Merge—M&A experts who bring real-world experience to every deal.

Meet Our Team
team-and-bike

Ready to get started? Let's start with a conversation about how we can help you!

Schedule A Call

Privacy Preference Center