Level, a digital marketing firm, has announced the acquisition of BAM Strategy, merging two specialized agencies to create an integrated growth partner for brands. The combination unites Level's AI-powered performance marketing and analytics with BAM's expertise in creative, CRM, and loyalty strategy, aiming to provide clients with a comprehensive solution for customer acquisition and long-term retention.
Quick Intel
Digital marketing firm Level has acquired loyalty specialist BAM Strategy.
The merger combines performance marketing expertise with CRM and loyalty services.
The combined entity will serve over 150 clients across education, financial services, and B2B tech.
It creates a 250-person organization with five offices across North America.
The goal is to offer a full-funnel service from customer acquisition to long-term loyalty.
BAM will initially operate under its own brand to ensure a smooth transition.
Creating a Unified Growth Partner
The acquisition is strategically designed to address a key client need: achieving measurable short-term growth while building lasting customer relationships. By bringing Level's data-driven performance engine together with BAM's strength in creative storytelling and loyalty programs, the new organization can manage the entire customer lifecycle. Patrick Patterson, Chief Executive Officer of Level, said: "By welcoming BAM Strategy, we are uniting a world-class performance engine with enterprise-grade creative, CRM, and loyalty to help brands capture, convert, and keep their customers, delivering measurable growth today and durable loyalty over time."
Serving Complex, High-Consideration Sectors
The combined firm will focus on industries where customer relationships are complex and long-term, such as education, financial services, and B2B technology. With a team of 250 professionals, the agency is positioned to offer deeply integrated services, from initial performance marketing that captures leads to sophisticated CRM strategies that maximize customer lifetime value. Lonn Shulkin, President of BAM Strategy, added: "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."
A Strategic Move Backed by Private Equity
The acquisition underscores the strategic vision of Level's private equity backer, Dubin Clark, to build a diversified and sticky growth platform. This move allows Level to offer a more complete suite of services in a market where clients increasingly seek partners that can drive both acquisition and long-term customer value.
This merger represents a significant shift in the marketing services landscape, creating a powerful contender that can seamlessly bridge the gap between performance-driven acquisition and brand-building loyalty, offering clients a single partner for end-to-end growth.
Level is a digital marketing partner for complex, high-consideration brands in industries like education, financial services, home services, and B2B. The agency integrates strategy, creative, media, and AI-powered intelligence to deliver measurable growth and momentum that compounds. Built as an embedded extension of client teams, Level is known for proactive partnership, accountability, and a mindset that never settles. At Level, "Good enough isn't."
Dubin Clark is a private equity firm with offices in Jacksonville Beach, Boston, and Miami. With decades of lower middle market experience, they lead control investments in niche manufacturing and specialty services companies with $10M+ in revenue. Their mission is to grow businesses through internal expansion, strategic add-on acquisitions, and forward-looking planning while preserving each company's culture and values.
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