Agency Collective to “Saturday Morning Call Agency” – The Agital Story
Agency acquisition strategy plays a major role in how modern marketing firms scale and compete. Learn how integrated marketing agencies are built through acquisitions, what founders should consider when selling their firms, and how AI and evolving search trends are shaping the future of agency growth.
10 Acquisitions in 4 Years: A Blueprint for Creating a PE-Backed Powerhouse
Eric Bertrand explains how he completed 10 acquisitions in four years to build a PE-backed digital agency platform. He shares lessons on private equity partnerships, acquisition criteria, post-transaction leadership, and scaling integrated agency services for long-term growth.
How BarkleyOKRP Scaled to 700 People and Maintained Its Soul
Katy Hornaday explains how BarkleyOKRP scaled to 700 employees while maintaining independence, strong culture, and a disciplined three-year strategic thesis.
From VC Bust to PE Success – The New Engen Story Part 2
How does a marketing agency rebound from VC challenges and scale under private equity? New Engen CEO Justin Hayashi breaks down disciplined M&A, content innovation, and growth strategy.
From VC Bust to PE Success – The New Engen Story
CEO of New Engen, Justin Hayashi, talks about building and scaling his digital marketing agency with private equity. With host Todd Taskey, Justin discusses the company’s pivot from a SaaS vision to an agency model, how VC and private equity differ in practice, and the importance of choosing the right PE partner and developing an M&A strategy for long-term growth.
Behind the Scenes of M&A – BluShark Digital & Herringbone Digital
With host Todd Taskey, Seth and Raj explain the importance of brand independence, how aligned incentives drive outcomes, and how AI and shared resources can fuel sustainable growth.
A Knock at the Door Leads To “Perfect Transaction” – What’s Still True 5 Years Later
Ben Landers, President and CEO of Ahead of Next, talks about selling his fast-growing digital marketing company. With host Todd Taskey, Ben explains how he evaluated buyers, prepared for a smooth transaction, and adapted to life after stepping away from the business.
How AI Agents Are Helping Agency Founders Create 70% Margins
Founder and CEO of 8 Figure Agency, Jordan Ross, discusses how AI-driven efficiency is reshaping agency operations. With host Todd Taskey, Jordan explains how agencies can unlock hidden profit, strengthen sales follow-up, and shift from service provider to business owner.
Closed Transaction: The CTO’s Perspective
Doug Hathaway, LawFi’s CTO/CPO, reflects on growing and selling his company while managing investor influence, board dynamics, and a near-collapsed deal.
Trust, Equity, and AI: The Surprising Deal Behind Levergy’s Sale To KickCharge
Discover how Ryan Redding navigated the Levergy sale to KickCharge with smart acquisition strategy, valuation, and cultural due diligence.
Meet the Host
Todd Taskey
M&A Advisor for CEO's & Entrepreneur's
Todd is a 20+ year entrepreneur, business owner, investment banker and business finance advisor. In addition to M&A advice and investment banking activities, Todd has been a founding investor, board member or part of the management team of several business ventures.