Boutique advisory Target growth-stage lower-middle market firms seeking strategic financial advisory and deal execution, leveraging McKenzie & Associates’ hands-on, director-led approach for high-touch services.

Regional focus Puerto Rico based firm with experience serving local and regional clients; explore cross-border and U.S. mainland opportunities by highlighting proximity, cultural alignment, and regulatory insight.

Revenue tier Mid-market revenue range suggests potential upsell into more complex capital raises or M&A advisory for clients approaching scale; propose services around buy-side/sell-side advisory and financing strategy.

Tech enablement Current tech stack indicates limited digital marketing and e-commerce functionality; present opportunities to modernize client onboarding, CRM integration, analytics, and enhanced online consultation for scalable growth.

Growth opportunities Small to mid-size team with significant deal experience signals potential for partnerships with funding platforms, boutique law firms, and accounting networks to expand deal sourcing and cross-referral opportunities.