A rare acquisition opportunity has emerged in the professional services sector: a mature, full-service marketing and communications firm, with deep specialization across three historically stable industries — healthcare, financial services, and higher education. The business operates from a large, professionally appointed office and employs approximately 50 specialists across creative, strategy, media planning, digital, research, and web disciplines. What sets this agency apart is the caliber and continuity of its talent.
The average employee has been with the firm for seven years, and many come from major metropolitan agency environments — bringing sophisticated capability while delivering the responsiveness of a boutique. Rather than operating in functional silos, the team is structured to collaborate across disciplines on every client engagement, a model the agency credits for consistently strong client performance and retention. The client base is national in scope and meaningfully concentrated in verticals that tend to weather economic cycles well.
The firm's longest-standing relationships span nearly a decade on average, and its five largest accounts collectively account for roughly 60% of annual revenue. Annual revenue exceeds $21 million, with seller discretionary earnings approaching $1.25 million.
The business has posted year-over-year revenue growth in its most recent operating period. The agency's roots in financial services marketing — particularly community banking and credit unions — have evolved into a comprehensive multi-disciplinary platform that now includes a live digital trading desk, SEO, reputation management, and integrated campaign capabilities. This combination of heritage expertise and modern digital infrastructure is difficult to replicate and represents a meaningful competitive moat.
The current ownership team has been at the helm for over a decade and is selling to pursue personal priorities and another business venture. Both owners are committed to a transition period of 12 to 18 months, providing active support on account relationships and internal operations throughout the handover. This structured, seller-supported transition significantly reduces onboarding risk for an incoming owner.
This listing is ideally suited for a strategic acquirer — such as a holding company, private equity group, or larger agency seeking to expand market share in regulated or institutional verticals — as well as an experienced operator looking to step into a proven platform with an established team and loyal national clientele.