Level's Strategic Acquisition of BAM Strategy: A New Era for Customer Lifecycle Growth
In a significant move within the digital marketing landscape, Level, a notable firm supported by private equity group Dubin Clark, has eagerly announced its acquisition of BAM Strategy. This strategic partnership brings together two industry frontrunners with the aim of revolutionizing how brands approach the entire customer lifecycle. The fusion of Level's AI-driven performance marketing and BAM's robust creative and CRM capabilities will not only cater to the current demands of clients but also reshape future marketing landscapes.
The rationale behind this acquisition is crystal clear: clients increasingly seek measurable growth alongside lasting customer relationships. According to Patrick Patterson, CEO of Level, the integration aims to create a formidable growth partner capable of capturing, converting, and retaining customers efficiently. "By welcoming BAM Strategy, we are uniting a world-class performance engine with enterprise-grade creative, CRM, and loyalty strategies," he explained. This merger is not merely about scaling operations but rather about fundamentally altering the interaction between performance and brand strategies to foster durable growth.
At the heart of this merger is the unification of diverse strengths. Level’s expertise in AI-powered analytics and digital marketing dovetails perfectly with BAM’s established reputation in creative strategies and customer loyalty programs. This collaborative effort will serve over 150 clients across various demanding industries—including education, financial services, consumer packaged goods (CPG), B2B technology, consumer health, and home services—where the nature of relationships is complex and requires a long-term perspective.
Currently, the combined organization boasts a workforce of 250, spread across five offices throughout North America. This geographical footprint enhances both companies' capabilities to cater to a diverse clientele effectively. Lonn Shulkin, the President of BAM Strategy, emphasized the benefits of the merger, stating, "Joining Level gives our clients the best of both worlds, combining the creative and CRM partnership they know with deeper performance intelligence and broader capabilities that add value throughout the customer lifecycle."
Additional support for the acquisition comes from Dubin Clark, which remains optimistic about the growth potential this merger holds. Thomas Cooperrider, Principal at Dubin Clark, remarked on the added value that BAM Strategy brings to Level’s operations, highlighting that in a competitive landscape, businesses are increasingly seeking partners that can provide both immediate customer acquisition solutions and long-term value growth.
BAM Strategy will continue operating under its established brand during this transitional phase, ensuring that clients experience seamless service delivery while aligning with Level’s performance framework. This careful approach demonstrates a commitment to maintaining existing client relationships while optimizing service offerings to meet evolving market demands.
Looking ahead, the newly merged entity is poised not only to accelerate innovation but also to enhance employee talent and expand its reach in key markets across North America. Level, which specializes in marketing for high-consideration brands, leverages a combination of strategy, creative solutions, media, and AI intelligence to foster growth and continuity for its clients. Their motto—"Good enough isn't"—emphasizes their commitment to driving unparalleled results and maintaining high standards in client partnerships.
As the landscape of digital marketing continues to evolve, this acquisition places Level in a prime position to tackle the complexities of contemporary marketing while enhancing the customer experience in significant ways. The future looks bright for this dynamic partnership as they set their sights on evolving and redefining standards within the industry. For further details regarding Level and its services, visit their website at www.level.agency.
In summary, the acquisition of BAM Strategy by Level represents a forward-thinking strategy to address the increasing demands of clients for measurable success and long-term customer loyalty. The upcoming synergy of expertise between these two companies heralds a promising future for brands navigating the challenges of the customer lifecycle.
The rationale behind this acquisition is crystal clear: clients increasingly seek measurable growth alongside lasting customer relationships. According to Patrick Patterson, CEO of Level, the integration aims to create a formidable growth partner capable of capturing, converting, and retaining customers efficiently. "By welcoming BAM Strategy, we are uniting a world-class performance engine with enterprise-grade creative, CRM, and loyalty strategies," he explained. This merger is not merely about scaling operations but rather about fundamentally altering the interaction between performance and brand strategies to foster durable growth.
At the heart of this merger is the unification of diverse strengths. Level’s expertise in AI-powered analytics and digital marketing dovetails perfectly with BAM’s established reputation in creative strategies and customer loyalty programs. This collaborative effort will serve over 150 clients across various demanding industries—including education, financial services, consumer packaged goods (CPG), B2B technology, consumer health, and home services—where the nature of relationships is complex and requires a long-term perspective.
Currently, the combined organization boasts a workforce of 250, spread across five offices throughout North America. This geographical footprint enhances both companies' capabilities to cater to a diverse clientele effectively. Lonn Shulkin, the President of BAM Strategy, emphasized the benefits of the merger, stating, "Joining Level gives our clients the best of both worlds, combining the creative and CRM partnership they know with deeper performance intelligence and broader capabilities that add value throughout the customer lifecycle."
Additional support for the acquisition comes from Dubin Clark, which remains optimistic about the growth potential this merger holds. Thomas Cooperrider, Principal at Dubin Clark, remarked on the added value that BAM Strategy brings to Level’s operations, highlighting that in a competitive landscape, businesses are increasingly seeking partners that can provide both immediate customer acquisition solutions and long-term value growth.
BAM Strategy will continue operating under its established brand during this transitional phase, ensuring that clients experience seamless service delivery while aligning with Level’s performance framework. This careful approach demonstrates a commitment to maintaining existing client relationships while optimizing service offerings to meet evolving market demands.
Looking ahead, the newly merged entity is poised not only to accelerate innovation but also to enhance employee talent and expand its reach in key markets across North America. Level, which specializes in marketing for high-consideration brands, leverages a combination of strategy, creative solutions, media, and AI intelligence to foster growth and continuity for its clients. Their motto—"Good enough isn't"—emphasizes their commitment to driving unparalleled results and maintaining high standards in client partnerships.
As the landscape of digital marketing continues to evolve, this acquisition places Level in a prime position to tackle the complexities of contemporary marketing while enhancing the customer experience in significant ways. The future looks bright for this dynamic partnership as they set their sights on evolving and redefining standards within the industry. For further details regarding Level and its services, visit their website at www.level.agency.
In summary, the acquisition of BAM Strategy by Level represents a forward-thinking strategy to address the increasing demands of clients for measurable success and long-term customer loyalty. The upcoming synergy of expertise between these two companies heralds a promising future for brands navigating the challenges of the customer lifecycle.
Topics General Business）
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