Acquisition Criteria
We’re looking for U.S. marketing firms that serve middle market or enterprise clients as we’re focused on integrating them into the holding company ecosystem we’re building.
For owners this could be the perfect long-term retirement plan with a transition to an ownership group who exclusively works with marketing firms and empowers your team. If you aren’t ready to transition, we can help fuel your next stage of growth through M&A initiatives and strategic partnering with complementary agencies we are bringing into our agency group. For employees this is a great opportunity for your agency to be transitioned to an ownership structure which will embrace your leadership team and empower them to manage the agency, make decisions, and have formalized and exciting incentives to further grow your company and team.
Investment size
- Revenues of $1 Million to $5 Million or $5M+ net revenue
- Profit margin of 15% to 30%
Geography
- Based in the U.S.
Business characteristics
- Can be fully remote, hybrid, or fully on-site
- Has a diverse roster of clients spanning multiple industries or major client concentrations that have grown over time
- Offers marketing services that are complimentary to those already provided by Unite agencies
- Produces all types of marketing materials, both digital and traditional
Ownership Characteristics
- Is ready to enter retirement and is looking for a good future for their company
- Is having trouble growing due to inadequate access to resources or operational challenges
- Wants to work within a group that can support their team and provide stability
- Wants additional support to grow further and faster