This agency completes large-scale brand transformation work for its clients which are primarily nonprofits, NGOs, social enterprises and universities. Excelling in quantitative research, the team takes the lead on research initiatives, providing baseline brand funnel metrics and performing segmentation research at both a national and community level. The team of 9 FTE consists of seasoned strategy directors, designers, writers and researchers who support 19 active clients, many of which engage for repeat project work. The average client spends $100K and engages the agency because of their thorough approach to quantitative efforts, brand messaging and visual expression and implementation of strategy. Notable clients include Carnegie Science, University of Rochester, MIT Sloan, and Phoenix Children’s Hospital. The founder is excited to collaborate with a buyer to maintain existing relationships and continue to scale the agency.

Key Highlights


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Seller's Discretionary Earnings

Revenue Source

Service Source

Client Profile

  • B2C 90%
  • B2B 10%

Industries Served

  • Nonprofits & NGOs 50%
  • Health Systems 20%
  • Universities 20%
  • Social Impact Organizations 10%

Other Details:

Sophisticated Client Base: The agency serves a very focused niche of clients working with federated nonprofits, universities and hospital/health systems, all of which have multiple divisions, audiences and locations. These clients engage with the agency on a multitude of projects but also serve as consistent and strong referrals within their respective ecosystems.

Lean & Talented Team: The agency employs 9 FTE who operate on a hybrid model – in office Tuesday-Thursday. They are supported by a small pool of contractors, all of whom have been sought out for their niche expertise in specific deliverables such as strategy and design. This pool of talent is reliable and allows for the agency to maintain a low overhead.

Sales Collateral: While the team currently relies on a strong inbound pipeline to drive new business, this process is supported with clear agency materials including a templated RFP proposal, up-to-date and compelling case studies, and a comprehensive capabilities deck. The agency’s reputation is exceptional within the communities that its clients reside in. 

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 seller’s business to finalize the transaction. 🔍
  • Closing

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