$480,000 EBITDA | Digital Marketing Firm in Financial Services Industry | Remote Operations
February 11, 2026
by a searcher from Brown University in Manassas, VA, USA
I'm acquiring a niche digital marketing firm serving U.S. community banks and credit unions exclusively, and seeking equity investors.
Business Overview
• Revenue: $1.7M (TTM)
• EBITDA: $480K (28% margin)
• 9-year operating history
• 60+ institutional clients (recurring, contract-based)
• Remote operations
Transaction Structure
• Purchase price: $1.75M (3.65x EBITDA)
• SBA 7(a) financing: $1.575M (90% - pre-qualified)
• Total equity required: $330,###-###-#### ,000
• Structure: Asset acquisition (division carve-out from parent company)
I have in my network strategic advisors who collectively bring 15–20+ years of experience in financial services. They are familiar with the clientele, vendor onboarding, third-party risk management, and SOC 2 Type II compliance, and would support the transaction and integration at no cost to the business.
11 clients require SOC 2 Type II due to customer data access requirements. The transition plan includes leveraging the seller’s parent company certification through a formal services agreement, while allocating capital (~$35K) to complete independent SOC 2 certification within 12 months post-close.
Would love to connect with investors who focus on fintech, regulated financial services, digital marketing, or anyone who sees potential fit in this opportunity.
in Philippines
from American University in Fairfax, VA, USA