Description:
The Company is a full-service branding, marketing, and e-commerce agency providing an integrated suite of services across branding, e-commerce, digital marketing, and content production, including packaging, paid media, campaigns, social, and web. By combining strategy, creative, and digital execution, the Company enables clients to efficiently build, launch, and scale their brands across both digital and physical channels. The Company's operating model aligns with the ongoing shift toward always-on, digital-first brand building, where social media, e-commerce, and owned platforms represent primary consumer touchpoints.

Key Aspects:
• The Company's revenue grew at a compound annual growth rate (CAGR) of 45.1% from 2023 to the trailing-twelve-month (TTM) period ending March 31, 2026.
• The Company maintained strong gross profit and adjusted EBITDA margins, averaging 30.8% and 8.9%, respectively, from 2023 to 2025.
• Revenue is driven by long-term retainer partnerships and supported by project-based engagements, with approximately 40% of 2025 revenue derived from 12-month retainer-based Agency of Record (AOR) engagements.
• The Company offers an integrated, multi-service platform with cross-functional execution capabilities, with clients typically engaging across three or more service lines per project.
• The Company operates a scalable operating structure, further supported by an increasing full-time employee base.
• The Company's growth is predominantly driven by inbound client demand, reflecting the strength of its reputation, service quality, and client referral network.

Opportunities:
• Deepen existing client affiliations by expanding retainer scope across lifecycle marketing initiatives, including customer relationship management (CRM), email & messaging, retention strategies, and ongoing content & analytics, to increase revenue per client, enhance visibility into recurring revenue, and further embed the Company as a long-term strategic partner across the full marketing lifecycle.
• Focus on scaling paid media strategies and execution, including social and integrated campaigns, to unlock new recurring revenue streams, improve efficiency, enable faster optimization, and provide economies of scale by unifying creative development and distribution.
• Develop physical brand worlds, including retail interiors, experiential activations, and pop-ups by leveraging the Company's expertise and collaborating with a trusted architecture partner to offer end-to-end solutions to clients, allowing brands to translate strategy into fully immersive physical experiences under a single creative vision.
• Expand into additional US states and emerging international markets, where there is growing demand and rising inbound requests to shape branding, storytelling, and digital execution.

Headquartered:
• Northeast US

Current Markets:
• The Company serves a diverse client base throughout the US across both consumer-facing and select business-to-business (B2B) verticals, with particular strength in the consumer packaged goods (CPG) sector. Core markets include food & beverage manufacturing, consumer health, personal care, AI, apparel, and capital management firms.

Real Estate:
• The Company operates from two facilities located in the Northeast and Midwest regions of the US. Both facilities are leased from unrelated third parties, and management notes that both leases are assumable by new ownership.

Shareholder Objectives:
• The Company is owned by four shareholders who are seeking a buyer that can capitalize on the opportunities the Company is presenting and contribute to its future growth. All owners wish to remain with the Company post-sale in their current capacities or evolve toward more strategic, growth-oriented roles.