Transaction Support ✳︎

For founders with a buyer in hand, our Transaction Support engagement provides expert guidance through every stage of the process—from navigating due diligence to finalizing the deal.

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About Transaction Support

Your acquisition journey is more than just a transaction—it’s a foundation for success.

A comprehensive approach to navigating your deal.

Imagine a process where every stage of your transaction is managed with precision, from due diligence to closing. We provide expert advice and hands-on support to ensure you’re prepared for every step and positioned for the best possible outcome. Our team provides LOI Structuring, Negotiation Strategy, Due Diligence Preparation, Valuation, Contract Review and Confidential Advisory to ensure you transaction is seamless.

Beyond just advising; it’s strategic partnership.

Transaction Support isn’t just about getting the deal done—it’s about ensuring your interests are protected. With our expertise, we help you navigate the complexities of the M&A process with confidence, clarity, and control.

Let’s work together

WHEN YOU SHOULD CHOOSE TRANSACTION SUPPORT

You have a buyer in hand

(01)

If you’ve already signed (or are close to signing) an LOI, Transaction Support ensures you navigate the deal process smoothly and with expert guidance.

You need help managing due diligence

(02)

From organizing financials to preparing for buyer questions, this engagement provides the expertise to manage due diligence with confidence and precision.

You want an expert to guide the close

(03)

Negotiating terms, mitigating risks, and finalizing the agreement can be overwhelming—Transaction Support ensures every step is handled to protect your interests and achieve the best outcome.

Book a discovery call
Merge M&A Acquisition for Agencies

Transaction Support ✳︎

Transaction Support ✳︎

Benefits

Expert support to navigate your transaction with confidence.

Transaction Support offers a hands-on approach to guide you through the complexities of the deal process. From due diligence to finalizing terms, we ensure your interests are protected and your outcomes optimized.

Outcomes

  • Clear guidance on deal structure and terms.
  • Expert support managing due diligence and addressing buyer questions.
  • Risk mitigation strategies tailored to your business.
  • Confidence to align your team and stakeholders throughout the process.
  • Strategic recommendations to optimize outcomes.
  • Simplified communication of key deal elements to internal stakeholders.

Outcomes

  • Credible and well-organized documentation to share with buyers.
  • Strengthened ability to negotiate favorable terms.
  • Transparency that builds trust with buyers and partners.
  • Professional handling of buyer communications and requests.
  • Streamlined processes that reduce friction and accelerate timelines.
  • Confidence in achieving a successful close.

HERE'S WHATWE'LL DO

Process

Expert guidance through every stage of your transaction.

A transaction is only as successful as its execution. That’s why our process is designed to simplify complexity and ensure precision at every step. We bring a deep understanding of business transactions to protect your interests, streamline the process, and achieve optimal outcomes.

Let’s work together

Phases of work

Our process begins with a detailed review of your transaction. We evaluate deal terms, financials, and buyer expectations to create a solid foundation for success.

Deliverables include:

  • Initial consultation and review of LOI
  • Assessment of buyer’s terms and alignment with your goals
  • Analysis of business financials and operational metrics
  • Identification of risks and strategies to mitigate them
  • Tailored recommendations for deal optimization

We take the lead in organizing and managing the due diligence process to minimize disruptions and streamline responses to buyer requests.

Deliverables include:

  • Comprehensive checklist and timeline for due diligence
  • Efficient organization of financial and operational documents
  • Clear guidance on addressing buyer inquiries
  • Risk mitigation strategies and proactive solutions
  • Support with compliance and legal coordination

We guide you through the final stages of your transaction, ensuring all details are aligned for a smooth and successful closing.

Deliverables include:

  • Finalization and review of deal terms
  • Coordination with legal and financial advisors
  • Recommendations for fulfilling post-close obligations
  • Closing day facilitation to ensure seamless execution

After the deal is finalized, we help you communicate effectively with buyers, employees, and stakeholders, setting the stage for a successful transition.

Deliverables include:

  • Comprehensive buyer communication strategy
  • Messaging frameworks for employees and stakeholders
  • Integration planning to align culture and operations
  • Integration planning to align culture and operations
  • Ongoing support for transition-related challenges

In their own words →

Hear what our clients have to say about working with Merge

  • Erika Taylor
    Erika Taylor
    General Manager
    Linkflow
    Working with Merge to sell Linkflow was an outstanding experience. The team demonstrated deep M&A knowledge while remaining incredibly responsive and supportive throughout. I was initially nervous about due diligence, but Merge streamlined the process and made it surprisingly manageable. Hannah Sibel was fantastic—always quick to troubleshoot with positive energy and expertise. What impressed me most was their balanced guidance—they offered valuable insights without ever pushing us into decisions. I would recommend Merge without hesitation to any agency considering a sale. 10/10 experience!
  • Greg Derr
    Greg Derr
    Chief Financial Officer
    The Harkey Group
    Working with Merge was a game-changer for the sale of Nomadic Agency. As M&A newcomers, we needed full-service support—sourcing buyers, managing valuation, and handling negotiations—and Merge delivered. Their expertise secured the best deal, and they guided us through the diligence process with confidence and clarity. Special thanks to Hannah and Ethan for their professionalism and responsiveness. Merge made a complex sale feel seamless. I highly recommend them to any founder considering a sale.
  • Josh Elkin
    Josh Elkin
    Founder
    Linkflow
    Working with Merge was an excellent experience from start to finish. Their extensive network brought a diverse pool of qualified buyers, giving me options to find the perfect match for Linkflow. Throughout every phase—valuation, outreach, negotiation and closing—they were communicative, responsive and genuinely helpful. It was a pleasure working with a team that truly knows their stuff and prioritizes your goals. I highly recommend Merge to anyone looking to sell their digital marketing agency!
  • Scott Park
    Scott Park
    Founder & CEO
    Mooko
    Merge was constantly following up and on top of things for all partners and delivered results on time. Merge provided insights, a strong team, and the highest quality of buyers to facilitate a successful acquisition for Mooko. What I found most impressive was their team and pool of investors and buyers. Their hands-on approach and transparent communication made the entire process seamless and stress-free.
  • Daryl Hively
    Daryl Hively
    Founder & CEO
    Guarantee Digital
    They helped me find a buyer for my agency. Helped us establish a value, put a prospectus together, and marketed the business to their large list of possible buyers. We had four LOIs within two weeks, one that became our eventual buyer. Merge knew my industry, specialized in selling ad agencies, and had a list of buyers looking to make a purchase. Their expert guidance and proactive outreach made the entire process smooth and efficient.
  • Brandon Jones
    Brandon Jones
    Managing Director
    PPC SideKick
    What I found most impressive about this company was their exceptional professionalism, deep industry knowledge, and proactive communication. They consistently demonstrated a high level of expertise, providing valuable insights and guidance tailored to PPC SideKick’s specific needs. Moreover, their proactive approach to communication ensured that we were always kept informed and engaged throughout the process, fostering a strong sense of trust and confidence in their abilities.
  • Hayley Berlent
    Hayley Berlent
    Founder & CEO
    Additive Agency
    As a founder, deciding whether to sell a business — how and to whom — is deeply personal. That’s why I’m so grateful to have worked with Merge every step of the way. From conducting a valuation to pursuing the sale, the team took the time to understand my ambitions and fears. They guided me through the process with clarity and confidence — from developing marketing materials and curating buyers to facilitating the deal for Additive Agency. In the end, I found the perfect match: operational independence with access to capital and a broader support ecosystem for growth. I will forever be grateful for taking us to the next level.
  • Kim Grob
    Kim Grob
    Founding Partner
    Right On
    Merge stood by our side through every step of the sales process. They were so much more than a deal broker—they were our strategic advisors, fierce advocates, and loyal cheerleaders. Their deep industry expertise and personalized approach gave us confidence at every turn. Thanks to their proactive communication and expert negotiation, we closed the deal quickly and exceeded our valuation expectations. Right On is a better agency because of them.
  • Ermis Sfakiyanudis
    Ermis Sfakiyanudis
    Chief Operating Officer
    Uproar Pr
    Working with Merge on the Uproar PR sale was outstanding. From day one, they mapped out a clear process and executed it flawlessly. Led by Sophie Kaldenhoven, the team anticipated challenges, handled complex negotiations, and kept everything on track from valuation through closing. Their deep agency expertise made a complicated deal feel straightforward. I’m thrilled with the result and would highly recommend Merge to any agency owner considering a sale.
  • Ibrahim Zafar
    Ibrahim Zafar
    Founder & CEO
    Lens End Media
    Working with the Merge team on the sale of Lens End Media was great. They provided a clear roadmap from the very beginning. They have deep expertise and experience in the agency space so they walked me through the process effortlessly. Selling a business isn't easy, yet Merge made it feel manageable and successful. I highly recommend them to other agency owners looking to sell.
  • Mark Spera
    Mark Spera
    Co-Founder
    Growth Marketing Pro
    We had an excellent experience working with Merge. Their super-smooth onboarding brought a wide range of interested buyers and helped us navigate each prospect’s intentions. Ultimately they found the perfect match for a majority buyout for Growth Marketing Pro we didn’t think was possible. We received eight to ten serious inquiries, generated four to five LOIs, and closed the deal. The process took time, as good things do, but Merge’s support made it enjoyable every step of the way.
  • Elisabeth Edelman
    Elisabeth Edelman
    Founder + CEO
    Golden World
    I could not have sold my PR and social media agency, Golden World without Merge. I know this to be true because I tried! When I partnered with Merge, they gave me leverage I could not access when selling on my own. They helped price and list the business, connect me with loads of qualified buyers, and navigate me through the sales and negotiation process. Ultimately, I sold the company at asking price and within the timeframe Merge predicted, all to a wonderful buyer who is elevating the firm.

THE FINER POINTS

Inquire about Transaction Support

(01)Facts

  • Supported over 1,000 transactions.
  • Expertise in small business valuations.
  • Specialized knowledge of operational scalability and client retention metrics.
  • Proven ability to navigate complex deal structures.
  • Focused exclusively on small to mid-sized businesses.
  • Deep understanding of market trends and benchmarks.

(02)Participation

  • Sellers provide key transaction details, including LOI, financials, and operational data.
  • Buyers actively participate in discussions and due diligence to ensure alignment and progress.
  • Collaborative sessions and regular updates to align goals and clarify risks for both parties.

(03)Deliverables

  • Google Workspace for file sharing and collaboration.
  • Google Meet for discussions and presentations.
  • PDF delivery of supporting documents and recommendations.
  • Integration with accounting tools like QuickBooks Online and Xero, if needed.
  • Microsoft Excel and proprietary tools for financial analysis.

(04)Tech stack

  • Google Workspace for file sharing and collaboration.
  • Google Meet for discussions and presentations.
  • PDF delivery of valuation report.
  • Integration with accounting tools like QuickBooks Online and Xero, if needed.
  • Microsoft Excel and proprietary valuation tools for analysis.

(05)Timeframe

  • Typically completed within 60-120 days, depending on transaction complexity.

(06)Investment

  • Pricing is customized based on client needs and the scope of work.

READY TOGET TRANSACTION SUPPORTWITH US?

Inquire about Transaction Support now