Marketing & Advertising

M&A, Succession, and Revenue Growth

for Marketing & Advertising Firms

Creative firms grow fast, but without the right structure, that growth can hit a ceiling. Whether you’re building out leadership, planning for succession, or exploring expansion, marketing and advertising businesses require strategy that balances vision with stability.

We work with owners to strengthen the foundation—tighten delivery models, refine team structure, and explore opportunities for smart growth. Whether your goal is scale or sale, we help ensure your next move supports the long-term health of the business.

Who We Work With

Digital marketing

Creative Agencies

PE-backed platforms

Owners

Key Industry Challenges

..and how we solve them

Agency Valuations Are Highly Variable

Positioning Matters

Marketing firms are not valued solely on revenue—buyers focus on recurring revenue, leadership independence, and client diversification.

Our Solution

We increase valuation by improving revenue structure, retaining top clients, and optimizing service models.

Many Owners ARE the Business

M&A Potential Suffers

A firm is less valuable if the owner is the primary driver of revenue.

Our Solution

We recruit successor leadership, restructure operations, and create continuity plans that make firms sellable and scalable.

Scaling Without Profit Drains You

Sustainable Growth Starts With Margins

Many agencies grow top-line revenue while struggling with declining margins and high labor costs.

Our Solution

We implement pricing optimization, operational efficiencies, and strategic partnerships to increase firm profitability.

Our Services for
Marketing & Advertising Firms

M&A & Exit Planning

Structuring sales, acquisitions, and leadership transitions

Leadership Recruitment

Hiring managing directors, CMOs, and operations leads.

Valuation & Profit Optimization

Increasing agency value through recurring revenue and cost efficiency.

Partnerships & Channel Growth

Structuring joint ventures and acquisition strategies.

Get in touch!

Let’s maximize your agency’s long-term value.