Specialized Mid-Market Focus 360 Advisory Group caters to middle-market clients in the technology, technology-enabled services, and healthcare technology sectors, presenting an opportunity to tailor financial services and strategic advisory solutions to these high-growth industries.

Growth and Expansion Potential With revenue ranging from $1M to $10M and a small team of 2-10 employees, the firm is poised for expansion which could benefit from scalable technology platforms, strategic partnerships, and targeted capital raising solutions.

Technology Integration Utilizing modern tech stacks like Wix and Webpack indicates an openness to leveraging digital tools for marketing and client engagement, ideal for introducing innovative fintech solutions or digital transformation services.

Niche Market Expertise Focusing on M&A advisory within specialized sectors offers avenues to cross-sell complementary financial services, industry-specific compliance solutions, and sector-focused market research to existing and prospective clients.

Competitive Positioning As part of KEMA Partners LLC and operating alongside larger firms, 360 Advisory Group can capitalize on its niche expertise and personalized service to attract middle-market clients seeking high-touch, sector-specific financial advice in a competitive landscape.