Roll-Up in Financial Marketing - Looking for Advice & Connections

June 18, 2025
by a searcher from Babson College - F.W. Olin Graduate School in United States
I’m in the early stages of building a roll-up focused on marketing & communications (subscale) agencies serving institutional investment managers & RIAs and the broader financial services sector. It’s a space I know well - I was most recently the CEO of a large global agency and remain a thought leader with a massive network in the industry - and I believe it’s uniquely positioned to benefit from specific trends in the space.
While I bring deep industry experience, I’m looking to connect with folks who have experience with roll-ups more broadly - ideally those who’ve built or backed them - to better understand the logistics, pitfalls, and best practices around structure, integration, and financing.
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from Northeastern University in Boston, MA, USA
from University of Maryland at College Park in Annapolis, MD, USA