Digital Marketing & Technology Research Advisory Firm

Industry: Technology, Digital Marketing

Overview: Digital Marketing and Technology Research and Advisory firm.  Catering to enterprise buyers of Marketing Technology platforms, the company provides research, advice and consulting worldwide.  The Company targets key “MarTech” segments, including Customer Data Platforms, Personalization,  eCommerce and Content technologies, as well as roadmap advisory for enterprise MarTech “stacks” as a whole.  The company is a “Buy-side” Analyst firm, meaning they do not advise vendors prior to providing their advice and research.

Customer Profile:  A diverse customer base that reaches most industry verticals – with some heavier concentration in Medical/Healthcare, Logistics and Transportation, Food/Beverage and Media/Broadcasting.  Some examples of customers and subscribers include:  John Deere, Hilton, Delta, and Coca Cola.

Competitive Positioning:  The Company provides Critical and Independent Evaluations with a unique set of proprietary interactive decision-support tools for subscribers to output custom advice from a knowledge base.  They do not advise  vendors, allowing the company to be a singular independent voice to provide exceptionally candid evaluations on the strengths and weaknesses of suppliers.

Type of Revenue Generated:  The Company produces several consistent types of revenue.  These include:

  • Research & Advisory Subscriptions
  • Council Membership Subscriptions
  • Consulting Services

Ownership: The Company is a Subchapter S Corporation and is Majority owned by the current CEO.

Financial Picture: Revenues compared to 2019 are up almost 50% with very strong repeat customers and strong membership renewals each year.  No client accounts for more than 10% of Total Revenue. EBITDA Margin close to 35%.

NDA REQUEST/EMAIL:  Jeff Gruenhut at [email protected] or call (404) 849-4156