Founded by Jeremy Lopatin in 2014, Climb Marketing is a Michigan-based digital marketing agency recognized as a Certified B Corporation. The agency specializes in SEO, SEM/PPC management, content, creative, and measurement services, primarily for B2B companies.

Inside the Enterprise: Who Is Climb Marketing?

Known for its strategic programs that enhance digital visibility and drive sustainable growth, Climb Marketing has established a reputation for strong client retention, high-performing campaigns, and consistent retainer contracts. Climb Marketing’s dedication to ethical and sustainable business practices, coupled with a client-centric approach, has solidified its status as a trusted partner in driving robust digital growth and fostering enduring client relationships.

Founder’s Motive: The Why Behind the Sale

Jeremy Lopatin had nurtured Climb Marketing to success over nearly a decade but found himself yearning for a change, feeling somewhat burnt out with administrative responsibilities. He aimed to refocus on running their e-commerce business alongside his wife, who was planning to pursue an advanced degree and a career shift. This personal and professional pivot was the impetus for Jeremy’s decision to exit Climb Marketing.

Founder’s Vision: Criteria for the Perfect Acquisition Fit

Jeremy’s vision for Climb’s acquisition was not solely driven by financial gain. He sought an aligned buyer who could maintain the agency’s esteemed culture, provide growth opportunities for the team, and continue to add value for clients. It was crucial that the new owner shared Climb’s ethos of doing good for their clients and team members.

Setting the Stage: Preparing Climb Marketing for Acquisition

Climb Marketing, a Certified B Corporation, had cultivated a purpose-driven work environment and a culture that fostered team longevity and client satisfaction. With an impressive 95% renewal rate, minimal churn, and a large portion of revenue from long-term contracts, Climb’s business model and internal culture were key in positioning it for acquisition.

Attracting Suitors: Strategic Marketing of Climb Marketing for Acquisition

Recognizing Climb Marketing’s unique value, the M&A firm set out to find the right buyer. They began with a comprehensive valuation, created engaging marketing materials to showcase Climb’s strengths, and reached out to targeted buyers who would align with the agency’s culture and growth trajectory.

Sealing the Deal: Perfect Matchmaking with the Ideal Buyer

The search for Climb Marketing’s ideal partner culminated with the selection of SEO Werkz. This decision was based not only on financial aspects but also on the cultural and strategic fit between the two agencies, promising a harmonious and prosperous future.

Unlocking Synergies: Positive Impacts Post-Transaction

The acquisition by SEO Werkz opened new avenues for Climb Marketing, leveraging the combined strengths of both agencies. It presented opportunities for expanded services, greater market reach, and continued growth, aligning with Climb’s ethos and business model.

Finding a New Home: The Merge Difference

Merge provided invaluable guidance throughout the acquisition process. Their expertise in aligning businesses with suitable partners ensured that Climb Marketing found a new home that would respect its values and bolster its growth, exemplifying the firm’s commitment to successful, symbiotic business matches.