Boutique Focus McKenzie & Associates targets lower-middle market corporate clients with a boutique, relationship-driven model, offering specialized capital-raising, M&A advisory, and debt financing tailored to that segment.

Regional Expansion Based in San Juan, Puerto Rico, the firm can expand its geographic footprint into Puerto Rico and nearby Caribbean markets, tapping regional demand for strategic advisory and cross-border financing.

Executive Lead All services are personally managed by experienced bankers, enabling premium, bespoke due diligence, capital-structure optimization, and board-level advisory that can be upsold to current clients and targeted prospects.

Digital Marketing Upgrade The current Squarespace site with cart functionality signals an opportunity to modernize marketing technology, integrate a CRM and marketing automation, and implement a structured lead-to-deal process to scale client acquisition.

Growth Partnerships With revenue in the $1M-$10M range and 11-50 employees, there are clear growth avenues through expanded advisory offerings, partnerships with private equity firms, and targeted outreach to mid-market buyers.