This agency is a San Diego based lead generation, automation, and innovative marketing agency that uses proprietary technology in Paid Media, Live Lead Generation, and Digital Recruiting. With 90% retainer-based clients, the agency has a strong reputation in the Financial and Home Services industries. The agency’s proprietary technology targets customers in the industry niches, yielding a 30% success rate of qualified leads for their clients and is a high-margin, revenue-producing product. The founder is looking to take the agency to the next level by partnering with a strategic buyer.

Key Highlights


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Adjusted EBITDA

Revenue Source

Service Source

Types of Clients

  • B2C 90%
  • B2B 10%

Industries Served

  • Financial Services 100%

Other Details

Industry Leader: This agency is well-known as a powerful, highly-disruptive industry leader and a strategic partner for major players in the financial services and mortgage industries.

90% Recurring Monthly Retainers: This ultimately drives consistent revenue and grows the business at a rapid pace. It also enables scalability post-acquisition.

Cutting-Edge Technology: The agency uses a proprietary software to generate 3x to 5x the leads of competitors.

Our Process

  • Sign NDA

    Thank you for signing our NDA, we’re excited to share this information with you! 🤩
  • Review Materials

    We'll share marketing materials about the seller's business for your review.
  • Meet Our Team

    We’ll be speaking with potential buyers (you included!) on behalf of our sellers to answer questions, discuss the fit and outline the process. 📞
  • Meet the Seller

    We’re here to introduce our sellers to potential buyers. These calls are an open format for buyers to ask questions about the business and for sellers to familiarize themselves with the potential buyer and the cultural fit for their team. 👋
  • Submit an LOI

    Taking this opportunity to the next step, a buyer shares their proposed transaction structure and it is shared with the seller. 🎬
  • Due Diligence

    The selected buyer now has access for a full analysis of the sellers’ business to finalize the transaction. 🔍
  • Closing

    All agreements are signed and funds are transferred. Congratulations! 🎉