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

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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. Feel free to comment, DM, or email: redacted
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Reply by an intermediary
from Northeastern University in Boston, MA, USA
I suggest you connect with Exit Planning Exchange (XPX), full of middle market M&A advisors, lawyers, CPAs and the like. You can often guest for short money at events.
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Reply by a searcher
from University of Maryland at College Park in Annapolis, MD, USA
^redacted‌, thank you for the recommendation. Earlier in my career I founded, led, and successfully exited a roll up of financial services companies. More recently, I have been deeply involved in a similar strategy in the marketing/media space. I would be very happy to discuss and see if I can be of service.
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