This Midwest-based agency has a focus on marketing support for financial services clients. They provide strategic planning for their clients, including recruitment marketing, digital marketing, and client messaging.  They have a team of experts in their field, with the knowledge and experience in financial service platforms and databases. The agency is focused on increasing staff and resources as they continue their rapid organic revenue growth. The founders are ideally looking for a strategic partner to continue their upward trajectory as they make a transitional exit.

Key Highlights


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Adjusted EBITDA

Revenue Source

Service Source

Client Profile

  • B2B 75%
  • B2C 25%

Industries Served

  • Financial Services & Wealth Management 100%

Other Details:

Experts in Their Field: The team’s intimate knowledge of the financial services industry allows them to build strategic plans catered to the needs of the market. This industry experience also gives the employees high level knowledge of the financial service platforms and databases.

Client Integration: Working with large financial institution clients, revenue streams are broken out by divisions, resulting in multiple independent contracts not tied to a service agreement with one client.

Teamwork: The agency works as a team with each client relationship, and has a structured approach with assigning an account manager/consultant, copywriter, and designer to every client.

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! 🎉