DescriptionLow owner involvement - partial or full exit - strong pipeline
*** IDEAL BUYERS ***
1. A portfolio owner or SAAS business that wants to add high volume lead gen capabilities to grow their current businesses and IP to grow its IP portfolio.
2. A marketing tech company that wants to augment its platform with additional capabilities.
3. A low margin business that wants to add a high margin division and/or an “old school” business that wants to add cutting-edge lead generation technologies and capabilities to differentiate themselves in the marketplace.
4. A passive investor who wishes a high return on capital while the original team grows the business.
*** OVERVIEW ***
This is a great opportunity to acquire a highly profitable martech (marketing tech) platform and product suite which has 2 main income streams:
[a] It’s acting as an outsourced lead generation platform for established SAAS companies.
[b] It’s also selling its tech to SMBs for a one-time fee and on an MRR model.
On a case by case basis, the owner is willing to do a partial exit and continue growing the business. The 2 founders are not involved in the day to day, making this an almost hands-off business.
*** WHY ARE THEY SELLING? ***
The owner wishes to invest into more commercial real estate.
*** OFFERS & PRICING ***
The business offers a store builder [similar to Wix and SquareSpace] for free and then forwards the prospect to different SaaS businesses which then pays the business a commission.
The business also charges the users for premium tools that it’s built to extend the functionality of the online store – these tools range from a one-time fee of $297 to $97 per month.
TEAM
The team includes:
* 2 founders
* Developers
* Data Analyst
* Multiple media buyers
* Support staff
*** COMPETITIVE ADVANTAGES ***
1. The company has strong converting campaigns that work with paid ads even at high volume ad spend [most campaigns tend to fall apart as the ad spend is increased] – they’re in the upper 1% of all advertisers based on ad spend and ROI.
2. Due to the large volume of trial users the business generates for its clients [the SAAS companies], it receives way higher than normal commission rates (almost 3 times that of the industry average).
3. The business is starting to build a network of influencers who have agreed to promote this on a shared revenue model.
*** FINANCIALS ***
2024 sales = $20.6M
2024 profit = $8M
75% of the business is from the commission by the SAAS companies and 25% is from its own product sales (which are charged one-time and on a recurring basis).
*** CLIENT ACQUISITION METHODS ***
1. Facebook ads
2. Influencer marketing
3. Strategic partners
*** GROWTH OPPS ***
1. Ink agreement with additional SAAS companies who have already expressed interest in collaboration
2. Acquire a SAAS or ecomm company and leverage the lead generation capabilities to grow and then sell that asset
3. Expand the MRR by offering recurring offers vs. one-time offers [the biz is doing the former because it wants to keep the ROI window to 90 days or less: a new buyer can choose to expand the ROI window to 180 days which would then 2-3X the existing MRR)
*** IP INCLUDED WITH THE SALE ***
1. Team
2. Source code for the store builder
3. Marketing campaigns and funnels
4. Email list with over 100K records with full customer data [so they can be upsold]
5. FB ad account [seasoned with millions of ad spend]
6. FB Biz Manager
*** OWNER'S HOURS ***
One weekly call with the team.
*** WHY THIS BUSINESS? ***
1. Unlike many tech firms which are priced based on a multiple of sales, this one is priced based on a multiple of earnings.
2. The biz can easily be grown by a new owner by simply being more patient with the ROI window [the current owner is only willing to wait for 60 to 90 days]
3. The biz has lots of pent up demand from other SAAS companies wanting to have a similar arrangement - inking these deals can 2X the biz
4. The marketing team can be used to grow any bi