Founded in 2003, this agency is a strategic marketing agency with expertise in the technology, financial services and consumer products industries. Core services include marketing consultation, deliverables such as sales pitch decks and thought leadership materials, digital marketing and social media. The agency has a long list of long-term, high-level clients including Microsoft, HPE, Wolters Kluwer, China Telecom, and Finastra. With their excellent reputation in the technology sector, this agency is poised for enormous growth with current clients and newer niches including cannabis and education.

Key Highlights


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United States

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Client Profile

  • B2B 75%
  • B2C 25%

Industries Served

  • Technology 48%
  • Financial Services 20%
  • Manufacturing/Cannabis 20%
  • Education and Non-profit 7%
  • Other 5%

Other Details

Deep Technical Understanding: The team at this agency understands their technology client’s offerings including IoT, predictive analytics, machine learning, and cloud computing, allowing them to translate jargon and sell these solutions more effectively.

International Expertise: The agency has served over 7,000 companies in more than 25 countries since 2003 in industries including technology, SaaS, financial services, manufacturing, consumer products, education, and healthcare.

Proven Processes & Strategies: With strategies and processes proven to be effective time and time again, this agency gets results for their clients leading to higher client retention, referral business, and repeat business as individual clients change companies and bring this agency along with them to their new company.  

Our Process & Next Steps

  • 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! 🎉