Niche Market Focus 360 Advisory Group specializes in providing M&A and capital raising services for middle-market clients within the technology, technology-enabled services, and healthcare technology sectors, presenting opportunities to target firms seeking tailored advisory services in these high-growth areas.
Growth Potential With annual revenues ranging from one to ten million dollars and a small team of 2 to 10 employees, the company may be seeking strategic growth capital or expansion support to scale its services and client base.
Technology Integration Utilizing a modern tech stack including React, Webpack, and other web development tools, the firm values innovative technology solutions, indicating an openness to digital tools that can enhance their service delivery or client engagement.
Market Positioning Operating as a division of KEMA Partners LLC and registered with FINRA and SEC, 360 Advisory Group is positioned within a regulated environment, offering prospects opportunities to provide compliance, regulatory, or capital markets expertise.
Competitive Landscape The company operates in a competitive space alongside large firms like Deloitte and McKinsey, yet its focus on niche sectors and middle-market clients suggests potential for tailored, personalized financial advisory solutions that can appeal to smaller, specialized firms or emerging companies.