Tech-Enabled CPG and Shopper Marketing Consultancy

Description:
The Company is a premier business-to-business (B2B) technology-driven shopper marketing agency and activation platform focused on unifying the fragmented landscape of digital marketing. The Company’s core services include strategic assessment & planning, media planning & implementation, evaluating marketing campaign outcomes, and providing recommendations for future campaigns.

Key Aspects:
• Revenue grew at a compound annual growth rate (CAGR) of 48.9% from 2020 to 2023
• Gross profit margins averaged 66.5% from 2020 to 2023
• Adjusted EBITDA margins averaged 20.2% from 2020 to 2023
• 30+ unique ad-tech partners and access to sales data from 85+ retailers
• Proprietary intelligent software-as-a-service (SaaS) commerce platform
• Master service agreements (MSAs) in place with clients
• The company has received multiple reputable industry awards including Inc. 5000 Fastest Growing Companies

Opportunities:
• Capitalize on the company’s remote nature and expand service offerings internationally
• Continue to focus on securing multi-year brand contracts and introduce retainer services to clients
• Continue establishing agreements with ad tech companies
• Utilize proprietary intelligent SaaS commerce platform to automate tasks that are currently executed manually
• Expand service offerings to new industries outside of ad-tech, CPG, and brand marketing companies
• Capitalize on artificial intelligence (AI) and machine learning (ML) to create expansive language models for marketing campaign improvements

Headquartered:
• United States

Current Markets:
• The Company leverages its platform and data-centric approach to serve ad-tech agencies, consumer packaged goods (CPG) companies, and brand marketers across the US.

Real Estate:
• The Company operates fully remote.

Shareholder Ownership:
• The Company is owned by five shareholders, two of whom are active in the operations of the Company. The two active shareholders are willing to remain with the Company following a sale to facilitate a smooth transition to new ownership. All non-active shareholders would like to fully exit following a sale.