Boutique M&A Focus Target private middle-market clients across various industries with advisory services in mergers and acquisitions, capital raising, restructurings, and strategic consulting. Leverage their intimate, entrepreneurial culture to position as a flexible execution partner for growth and exit strategies.

Richmond Footprint Capitalize on their Richmond, Virginia headquarters to pursue regional mid-market opportunities, local deal flow partnerships, and introductions to privately held companies seeking independent boutique advisory without large-bank overhead.

Growth Trajectory Highlight recent promotions and team expansion as proof points of capability and stability to prospective clients. Use track record of delivering results to reinforce credibility in sell-side and buy-side engagements.

Revenue Signals With reported revenue in the $10M–$25M range, target firms with similar or slightly higher scale that may require strategic advisory, capital raises, or restructurings—positions Marriott & Co. as a cost-effective, specialized alternative to larger banks.

Tech and Enablement Note their lightweight tech stack and digital presence as a strength for nimble client engagement; offer sales enablement or technology-assisted advisory solutions that can improve deal sourcing, data room efficiency, and client communication without overhauling their platform.