Palmer Advisors is a boutique sell-side M&A advisory firm that specializes in marketing agencies, creative services firms, PR agencies, and adjacent businesses in the lower middle market. We represent founders who are selling their agency, bringing on a partner, or planning a transition to their team. Our work covers valuation, preparing the business for market, building the CIM, running buyer outreach to strategic acquirers, holding companies, and private equity, and negotiating through LOI and purchase agreement to close. Who we work with: owner-led agencies and creative businesses, typically with $500K to $5M in EBITDA, across digital marketing, PR and communications, branding and design, media buying, content production, and specialty consumer brands. Why founders choose us: we only do this. Every mandate we take is in the agency and creative services space, so we know the buyers, we know what they pay, and we know how to tell your story to them. We are relationship-first and founder-first, and we stay on the phone with you through the hard parts. Common questions we help answer: What is my marketing agency worth? Who buys agencies like mine, and what do they actually pay? How do I sell my agency without losing my team or my clients? What is the process and how long does it take? If you are thinking about a sale in the next one to three years, the best time to talk is now. Send us a message or visit palmeradvisors.com. Thinking about selling, buying, or just wanting to know what your agency is worth? Start at palmeradvisors.com
| Website | http://www.palmeradvisors.com |
| Employees | 5 (3 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.
3 people are employed at Palmer.
Palmer is based in New York, New York.