Our Investment Thesis

The digital advertising landscape is undergoing a significant evolution, creating both challenges and unprecedented opportunities within the ad platform re-seller ecosystem. With our existing partners already managing $112M in annual ad spend, we're positioned at the forefront of this transformation.

Market Opportunity

Historically, inefficiencies and support gaps within major advertising platforms, such as Facebook, created a demand for specialized ad account providers. The market was significantly disrupted by:

The contraction of Facebook's Authorized Sales Partner (ASP) program

The collapse of major players like HTTPOOL, which previously managed over $2B in annual ad spend

This disruption, while initially challenging, has fractured a previously concentrated market

Our Vision

Roglo Holdings' vision is to capitalize on this market fragmentation by building a leading portfolio of synergistic ad platform re-seller businesses. We believe that through strategic acquisitions, we can consolidate key players in this space, creating a robust and diversified group that can capture a significant share of the addressable market.

Strategic Approach

Our strategy is not solely focused on Facebook; we aim to create a multi-platform ecosystem, offering our growing customer base access to a wider range of advertising solutions, including:

Google

Snapchat

TikTok

Emerging networks

This diversification helps reduce platform-specific risks while expanding revenue opportunities.

Value Creation

The power of Roglo Holdings lies in the significant synergies we unlock through consolidation:

Cross-selling opportunities across a larger, combined customer base

High-value offerings such as advanced analytics and dedicated media buying

Creative services integration

Shared operational resources

Enhanced platform stability

Improved efficiency

Data monetization opportunities through aggregated, anonymized ad spend data

Long-term Vision

Our long-term vision is to build a dominant force in the ad platform re-seller market, prepared for:

Sustainable growth

Potential strategic recapitalization

Partnership with a private equity firm

Creation of a market-leading entity capable of attracting significant investment

With two partners already on board and generating over $5M in EBITDA, we're well on our way to achieving our target of $150M EV / $15M EBITDA within our planned timeline.

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