Nolan Advised Summit Marketing on its Sale to RKD Group

DATE: November 08, 2021

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Who is Our Client?

  • Summit Marketing, based in Kansas City, MO, is an integrated marketing communications firm with a track record of success in fundraising for nonprofit organizations and in sales and channel development for commercial businesses.
  • Summit’s solutions range from integrated, multi-channel communications programs to custom software solutions designed to streamline processes for data management, volunteer management, lead generation and customer and donor journey communications.

Why Did Summit Marketing Hire Nolan?

  • A large portion of the ownership group at Summit was interested in capitalizing on a strong M&A market during a time period where the company had experienced significant recent growth.
  • The owners engaged Nolan based on our successful track-record with transactions in the marketing services sector.

What Value Did Nolan Deliver?

  • Nolan’s sale process delivered RKD Group, a leading fundraising and marketing services provider to hundreds of nonprofit organizations, including hospitals, social service, health, disease research, animal welfare and faith-based charities.
  • RKD Group’s multichannel approach leverages technology, advanced data science, and award-winning strategic and creative leadership to accelerate net revenue growth, build long-term donor relationships, and drive online and offline engagements and donations.
  • RKD Group was interested in the Summit acquisition to help deepen their fundraising expertise and services.

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Nolan & Associates’ commonly owned affiliate, Middle Market Transactions, Inc. (MMTI), is but one of a very few FINRA licensed broker dealers serving business owners in the middle market.

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