Most agency founders sell once. We do this every day. Palmer Advisors is a boutique M&A firm for marketing agencies and adjacent services businesses. Sell-side is our core practice. We represent founders from the first valuation conversation through close, and we stay focused on the terms that still matter a year later. Boutique is a deliberate choice. Every engagement is run by a partner. We take on a limited number of mandates at a time so that the person you meet is the person who runs your deal. WHAT WE DO Sell-side advisory. Our core practice. We prepare the business, build the buyer universe, run a competitive process, and manage diligence through to close. Valuation. We tell you what your agency is worth today, and what would move that number. Exit planning. For founders who are two or ten years out and want to build toward a specific outcome. Buy-side advisory. We identify, approach, and evaluate targets for strategic and financial acquirers. WHO WE WORK WITH Performance and paid media. Brand strategy and creative. Content, production, and video. PR and earned media. eCommerce and Amazon. Social and influencer. AdTech and MarTech. Integrated and full service. Professional services. HOW WE WORK We maintain a network of more than 40,000 active buyers, including strategic acquirers, private equity platforms, and independent sponsors. We do not send a teaser to a mailing list and hope. We identify the buyers with a specific reason to pay a premium for your business, and we go to them directly. The best time to talk to us is before you need to. Knowing your number and what moves it is what gives you options later. Founded in 2024. Headquartered in New York City. Working with clients nationwide. Thinking about selling, buying, or just want to know what your agency is worth? Start at palmeradvisors.com
| Website | http://www.palmeradvisors.com |
| Employees | 5 (4 on RocketReach) |
| Founded | 2024 |
| Phone | +1 980-223-3958 |
| Industry | Financial Services |
| Keywords | Mergers And Acquisitions, Transaction Advisory, Business Sales, Business Acquisitions, Ma Advisor, Founder Advisory, Business Valuation, Financial Advisory, Exit Strategy, M And A Consulting, Sell Side Advisor, Buy Side Advisor, Middle Market M And A, Deal Structuring, Growth Equity, Investment Banking, Due Diligence, Acquisition Financing, Business Brokerage |
| Competitors | Valiant Wealth, LLC, Wealth Alliance, Stonebridge Wealth Management LLC, Aspire Financial Bank, Cresset, Northstar Planning Group Llc, Wealth Enhancement Group, Mariner Wealth Advisors, VWG Wealth Management, First Republic +31 more (view full list) |
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Clara Stedman is the Co-Founder and Chief Executive Officer of Palmer.
4 people are employed at Palmer.
Palmer is based in New York, New York.