PALAZZO served as exclusive financial advisor to BEAM, a premier experience design, digital marketing and technology consultancy on its sale to MERGE, a premium creative, marketing and technology company backed by Keystone Capital.
The transaction dimensionalizes MERGE’s business across its U.S. markets and bolsters the company’s offerings in experience strategy and design, CRM and platform development. In turn, MERGE offers BEAM and its client partners increased creative and technology depth as well as robust media and contact planning capabilities.
BEAM joins MERGE with the goal of creating a new kind of creative and technology company—one that will help organizations emerge as category leaders by transforming the consumer experience.
“Over the years, MERGE and BEAM leadership have learned about when and how to unite the unique minds and workflows required to create great brands, content, experiences and technical platforms,” said Dave Batista, founding partner & CCO of BEAM.
“Our focus is on maximizing the performance and efficiency gains clients can realize when these capabilities are united under one roof—while ensuring each capability is genuinely world-class. In MERGE, we’ve found a team that shares our entrepreneurial values, creative spirit and commitment to helping clients most effectively put the customer at the center of their business.”
Both MERGE and BEAM bring extensive experience in the healthcare, financial services, travel and leisure, and consumer products sectors. The successful collaboration between the two companies on a number of clients over the past year led naturally to this partnership.
“Engaging experiences are what attract customers and differentiate businesses today,” said Patrick Venetucci, CEO of MERGE. “While features and functionality can be easily copied by competitors, a superior experience is difficult to replicate—and BEAM excels at creating frictionless, innovative experiences. We are delighted to welcome BEAM to the MERGE family.”