Niche Market Focus 360 Advisory Group specializes in providing M&A and capital raising services to middle market technology, technology-enabled services, and healthcare technology companies, indicating a targeted client base that values personalized advisory with the sophistication of larger firms.
Growth Potential With annual revenues between one and ten million dollars and a small team of 2-10 employees, the company is likely seeking expansion or partnership opportunities to scale its offerings and enhance market reach within its specialized sectors.
Technology Integration Utilizing a tech stack that includes Wix, Webpack, and JSON-LD suggests a modern approach to digital presence and data management, presenting opportunities for technology upgrades or integrations to improve client engagement and operational efficiency.
Industry Relationships Being part of KEMA Partners LLC and conducting securities business through a FINRA and SEC-registered broker-dealer positions 360 Advisory Group within a respected network, providing avenues for strategic alliances and client referrals within the financial services industry.
Competitive Positioning Operating against major consulting and advisory firms with thousands of employees and multi-billion-dollar revenues, 360 Advisory Group can leverage its boutique, specialized focus on high-growth sectors to attract middle-market clients seeking tailored M&A and capital raising solutions.