Transaction Support ✳︎

For agency 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 agency.
  • 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 agency 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 agency 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/li>
  • 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

  • James Schiefer
    James Schiefer
    Founder & CEO
    SCS
    Merge was a fantastic group to work with. I had the pleasure of working on the buy and sell side with them. They were spot on in terms of valuation for my business and did what they said they would when they said they would. I love their data driven approach as well as the digital ecosystem to manage the process from beginning to end. Beyond that, they are just great humans that make a potentially stressful process much more enjoyable<a href="https://gomerge.com/">.</a>
  • Matt Naffah
    Matt Naffah
    Partner & COO
    Isovera
    Using Merge during our acquisitions of The Boston Group was a game-changer. Their approach and experience working with agencies streamlined the process, making it significantly more efficient and effective. The insights and analytics provided by Merge enabled us to make well-informed decisions quickly while ensuring we fully understood the value and risks involved<a href="https://gomerge.com/">.</a>
  • Nick Fraunfelder
    Nick Fraunfelder
    Founder & Managing Partner
    AJAX
    I thoroughly enjoyed working with the Merge team to close the transaction. From start to finish I had a personalized experience and appreciated their ability to navigate the due diligence process and manage expectations for both parties. The team was organized, communicative and proactive in keeping up momentum and pushing the deal across the finish line.
  • Tyler Zara
    Tyler Zara
    Senior Vice President
    Morgan Stanley
    The Merge team was great to work with throughout our search and acquisition process. From start to finish, they were very responsive and kept the process moving along nicely. I’ve only had positive interactions with the team to date with both our acquisition of SketchDeck and other opportunities that we have shown interest in.
  • Scott Brandon
    Scott Brandon
    Owner & CEO
    The Brandon Agency
    The Joybyte acquisition was the second transaction that came through Merge. In both cases the sellers were very well prepared as we entered due diligence. The Barney team kept the process moving and made sure that all parties hit important deadlines so that nothing slowed down the process. Both closing occurred on time with little to not adjustments or surprises. It is a pleasure doing business with the Merge team.

THE FINER POINTS

Inquire about Valuation Only

(01)Facts

  • Supported over 1,000 agency transactions.
  • Expertise in human capital-driven agency valuations.
  • Specialized knowledge of operational scalability and client retention metrics.
  • Proven ability to navigate complex deal structures.
  • Focused exclusively on marketing agencies.
  • Deep understanding of agency 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