SUMMARY
Independent US direct marketing and advertising agency with a 30 plus year track record delivering measurable acquisition, activation, retention, and employee communications programs. The agency blends strategy, concepting, copy, design, and production across digital and direct mail, supporting enterprise clients in highly regulated environments where accuracy, compliance, and performance matter.

OVERVIEW

This business is a compact, senior led creative and production partner known for being highly reliable, highly responsive, and deeply accountable to results. Work spans digital (email, banners, landing pages, websites, video, social assets) and physical channels (direct mail and print), typically deployed as integrated, multi touch campaigns.

The agency has built exceptional client tenure through a practical, low ego operating style: do the work, hit the deadline, get the outcome, repeat. Revenue has historically been stable, with upside available through more consistent business development activity and through integration with a larger partner that can diversify client exposure and scale delivery.

INVESTMENT HIGHLIGHTS

• US$2.36M revenue and US$0.52M adjusted EBITDA (FY2025E) with strong gross margins driven by an experienced internal team and repeat client demand

• Deep specialization in regulated categories, particularly financial services and complex stakeholder communications

• Blue chip, long tenured client relationships (multi decade tenure with a tier 1 financial services platform, plus long standing Fortune 100 employer communications work)

• Capital light model with limited fixed overhead and strong operating flexibility

• Lean, capable team of 8 core staff (plus specialist contract support), covering creative leadership, account leadership, design, and production

• Supplier diversity credential (women owned certification) that is meaningful for enterprise procurement and diversity spend objectives

• Clean balance sheet profile: no funded debt, unused revolving line available, and strong cash position at the latest reporting date

OPPORTUNITY SNAPSHOT
A highly attractive bolt on for:

• Creative, PR, or integrated agencies that want a proven direct response capability across digital and mail

• Groups seeking deeper penetration into financial services and other regulated verticals

• Buyers who can diversify client concentration by introducing this team’s capabilities to a broader client base

• Firms seeking a stable, process driven delivery engine that can absorb additional work with targeted hiring

DEAL PARAMETERS

• Deal Type: Majority or 100% sale (flexible)

• Transition: Flexible. Seller support and earn out alignment available if useful for continuity and client transition

• Structure: Open to merger style partnership where the team and capability become a specialist practice within a broader platform