Under Contract
Creative & Strategic Marketing Agency Specializing in Financial Services
Midwest Marketing Agency Focused on Financial Services
On NextCompany since September 14, 2026 (31 days)
Location undisclosed
Business overview
This Midwest agency provides creative and strategic marketing services, with a strong financial services focus. It also serves IT, manufacturing, and healthcare clients. The agency has operated since 1973. Its team includes 7 W-2 employees and strategic contractors.
The agency is shifting from project revenue toward retainer contracts. It reports gross revenue of $2,396,798 and EBITDA of $592,872. The owner cites new ventures as the reason for selling. The listing currently carries under-contract status through Merge.
Who is a good fit for this business
- Strategic acquirers seeking a marketing agency with financial services expertise and longstanding client relationships.
- Buyers pursuing a project-based agency that is transitioning toward retainer contracts.
Details
Frequently Asked Questions
The Midwest agency focuses on financial services marketing. It also delivers integrated marketing solutions for IT, manufacturing, and healthcare clients.
The agency reports gross revenue of $2,396,798. Its EBITDA totals $592,872.
The agency combines 7 W-2 employees with strategic contractors. It currently uses a project-based revenue model and is transitioning toward retainer contracts.
The ownership role covers finance, HR, administration, management, strategic planning, sales, and marketing. The listing records weekly hours of 5 - 25 hours. It specifies a transition time of 1 Month.
The listing currently carries under-contract status. The owner identifies new ventures as the reason for selling.